Kemnay Advisory Services Inc. Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$663.1M
Holdings
862
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (862 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VNOVORNADO RLTY TR | 5,834,481 | $194.2M | 29.28% | |
| 2 | EWJISHARES INC | 869,500 | $70.2M | 10.59% | |
| 3 | COINCOINBASE GLOBAL INC | 295,210 | $66.8M | 10.07% | |
| 4 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 127,911 | $38.9M | 5.86% | |
| 5 | TMOTHERMO FISHER SCIENTIFIC INC | 40,150 | $23.3M | 3.51% | |
| 6 | METAMETA PLATFORMS INC | 30,242 | $20.0M | 3.01% | |
| 7 | GOOGALPHABET INC | 63,453 | $19.9M | 3.00% | |
| 8 | VVISA INC | 55,140 | $19.3M | 2.92% | |
| 9 | AAPLAPPLE INC | 71,109 | $19.3M | 2.92% | |
| 10 | NVDANVIDIA CORPORATION | 102,682 | $19.1M | 2.89% | |
| 11 | AMZNAMAZON COM INC | 79,782 | $18.4M | 2.78% | |
| 12 | SPYSPDR S&P 500 ETF TR | 26,698 | $18.2M | 2.75% | |
| 13 | BRK/BBERKSHIRE HATHAWAY INC DEL | 36,038 | $18.1M | 2.73% | |
| 14 | MSFTMICROSOFT CORP | 37,382 | $18.1M | 2.73% | |
| 15 | CSXCSX CORP | 347,203 | $12.6M | 1.90% | |
| 16 | INTUINTUIT | 17,749 | $11.8M | 1.77% | |
| 17 | MLB1MERCADOLIBRE INC | 5,623 | $11.3M | 1.71% | |
| 18 | DHRDANAHER CORPORATION | 45,547 | $10.4M | 1.57% | |
| 19 | TPDSOMNIGROUP INTERNATIONAL INC | 85,396 | $7.6M | 1.15% | |
| 20 | OPADOFFERPAD SOLUTIONS INC | 1,379,507 | $1.7M | 0.25% | |
| 21 | GOOGLALPHABET INC | 1,730 | $541K | 0.08% | |
| 22 | FIGFIGMA INC | 13,274 | $496K | 0.07% | |
| 23 | AVGOBROADCOM INC | 1,386 | $479K | 0.07% | |
| 24 | TSLATESLA INC | 870 | $391K | 0.06% | |
| 25 | JPMJPMORGAN CHASE & CO. | 1,061 | $341K | 0.05% | |
| 26 | LLYELI LILLY & CO | 272 | $292K | 0.04% | |
| 27 | IWBISHARES TR | 660 | $246K | 0.04% | |
| 28 | IWMISHARES TR | 978 | $240K | 0.04% | |
| 29 | APHAMPHENOL CORP NEW | 1,764 | $238K | 0.04% | |
| 30 | BCOBRINKS CO | 1,960 | $228K | 0.03% | |
| 31 | FMFFORMFACTOR INC | 4,081 | $227K | 0.03% | |
| 32 | JT5MUELLER WTR PRODS INC | 9,398 | $223K | 0.03% | |
| 33 | BLKBBLACKBAUD INC | 3,404 | $215K | 0.03% | |
| 34 | JNJJOHNSON & JOHNSON | 1,040 | $215K | 0.03% | |
| 35 | LFSTLIFESTANCE HEALTH GROUP INC | 30,544 | $215K | 0.03% | |
| 36 | PLUSEPLUS INC | 2,374 | $208K | 0.03% | |
| 37 | GDGENERAL DYNAMICS CORP | 609 | $205K | 0.03% | |
| 38 | COSTCOSTCO WHSL CORP NEW | 236 | $203K | 0.03% | |
| 39 | XOMEXXON MOBIL CORP | 1,676 | $201K | 0.03% | |
| 40 | NATRNATURES SUNSHINE PRODS INC | 9,298 | $200K | 0.03% | |
| 41 | HCAHCA HEALTHCARE INC | 421 | $196K | 0.03% | |
| 42 | WMTWALMART INC | 1,724 | $192K | 0.03% | |
| 43 | MAMASTERCARD INCORPORATED | 325 | $185K | 0.03% | |
| 44 | IRMDIRADIMED CORP | 1,909 | $185K | 0.03% | |
| 45 | MSIMOTOROLA SOLUTIONS INC | 476 | $182K | 0.03% | |
| 46 | AIRAAR CORP | 2,183 | $180K | 0.03% | |
| 47 | BACBANK AMERICA CORP | 3,243 | $178K | 0.03% | |
| 48 | HEIHEICO CORP NEW | 702 | $177K | 0.03% | |
| 49 | EXPEEXPEDIA GROUP INC | 624 | $176K | 0.03% | |
| 50 | WFCWELLS FARGO CO NEW | 1,863 | $173K | 0.03% | |
| 51 | AGYSAGILYSYS INC | 1,440 | $171K | 0.03% | |
| 52 | MATVMATIV HOLDINGS INC | 14,019 | $170K | 0.03% | |
| 53 | NFLXNETFLIX INC | 1,811 | $169K | 0.03% | |
| 54 | SOFISOFI TECHNOLOGIES INC | 6,450 | $168K | 0.03% | |
| 55 | RDDTREDDIT INC | 726 | $166K | 0.03% | |
| 56 | TWLOTWILIO INC | 1,146 | $163K | 0.02% | |
| 57 | WDCWESTERN DIGITAL CORP | 949 | $163K | 0.02% | |
| 58 | DAVEDAVE INC | 734 | $162K | 0.02% | |
| 59 | LQDTLIQUIDITY SVCS INC | 5,376 | $162K | 0.02% | |
| 60 | FICOFAIR ISAAC CORP | 96 | $162K | 0.02% | |
| 61 | ABBVABBVIE INC | 704 | $160K | 0.02% | |
| 62 | MOVMOVADO GROUP INC | 7,699 | $158K | 0.02% | |
| 63 | WKWORKIVA INC | 1,818 | $156K | 0.02% | |
| 64 | PLTRPALANTIR TECHNOLOGIES INC | 876 | $155K | 0.02% | |
| 65 | —INDIVIOR PLC | 4,308 | $154K | 0.02% | |
| 66 | FELEFRANKLIN ELEC INC | 1,610 | $153K | 0.02% | |
| 67 | MDBMONGODB INC | 363 | $152K | 0.02% | |
| 68 | GEGE AEROSPACE | 494 | $152K | 0.02% | |
| 69 | COHRCOHERENT CORP | 819 | $151K | 0.02% | |
| 70 | FTDRFRONTDOOR INC | 2,598 | $149K | 0.02% | |
| 71 | VSCOVICTORIAS SECRET AND CO | 2,749 | $148K | 0.02% | |
| 72 | CMCCOMMERCIAL METALS CO | 2,149 | $148K | 0.02% | |
| 73 | FTITECHNIPFMC PLC | 3,260 | $145K | 0.02% | |
| 74 | GHGUARDANT HEALTH INC | 1,424 | $145K | 0.02% | |
| 75 | ENSENERSYS | 979 | $143K | 0.02% | |
| 76 | B7SBROOKDALE SR LIVING INC | 13,280 | $143K | 0.02% | |
| 77 | PRVAPRIVIA HEALTH GROUP INC | 6,006 | $142K | 0.02% | |
| 78 | PTCTPTC THERAPEUTICS INC | 1,857 | $141K | 0.02% | |
| 79 | MCMOELIS & CO | 2,041 | $140K | 0.02% | |
| 80 | GENGEN DIGITAL INC | 5,140 | $139K | 0.02% | |
| 81 | PENPENUMBRA INC | 449 | $139K | 0.02% | |
| 82 | GTXGARRETT MOTION INC | 8,015 | $139K | 0.02% | |
| 83 | AMDADVANCED MICRO DEVICES INC | 646 | $138K | 0.02% | |
| 84 | PFSIPENNYMAC FINL SVCS INC NEW | 1,053 | $138K | 0.02% | |
| 85 | CBOECBOE GLOBAL MKTS INC | 546 | $137K | 0.02% | |
| 86 | J2AWILLDAN GROUP INC | 1,324 | $137K | 0.02% | |
| 87 | HDHOME DEPOT INC | 397 | $136K | 0.02% | |
| 88 | TEXTEREX CORP NEW | 2,564 | $136K | 0.02% | |
| 89 | PODDINSULET CORP | 479 | $136K | 0.02% | |
| 90 | IMAIMAX CORP | 3,640 | $134K | 0.02% | |
| 91 | ZMZOOM COMMUNICATIONS INC | 1,554 | $134K | 0.02% | |
| 92 | VIAVVIAVI SOLUTIONS INC | 7,503 | $133K | 0.02% | |
| 93 | PGPROCTER AND GAMBLE CO | 931 | $133K | 0.02% | |
| 94 | BCPCBALCHEM CORP | 865 | $132K | 0.02% | |
| 95 | ORCLORACLE CORP | 681 | $132K | 0.02% | |
| 96 | ASANASANA INC | 9,632 | $132K | 0.02% | |
| 97 | DVNDEVON ENERGY CORP NEW | 3,601 | $131K | 0.02% | |
| 98 | ATDATI INC | 1,120 | $128K | 0.02% | |
| 99 | 1GSNNOVANTA INC | 1,076 | $128K | 0.02% | |
| 100 | DBDDIEBOLD NIXDORF INC | 1,889 | $128K | 0.02% |
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