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 | Value |
|---|---|
VNOVORNADO RLTY TR | $194.2M |
EWJISHARES INC | $70.2M |
COINCOINBASE GLOBAL INC | $66.8M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $38.9M |
TMOTHERMO FISHER SCIENTIFIC INC | $23.3M |
METAMETA PLATFORMS INC | $20.0M |
GOOGALPHABET INC | $19.9M |
VVISA INC | $19.3M |
AAPLAPPLE INC | $19.3M |
NVDANVIDIA CORPORATION | $19.1M |
AMZNAMAZON COM INC | $18.4M |
SPYSPDR S&P 500 ETF TR | $18.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $18.1M |
MSFTMICROSOFT CORP | $18.1M |
CSXCSX CORP | $12.6M |
INTUINTUIT | $11.8M |
MLB1MERCADOLIBRE INC | $11.3M |
DHRDANAHER CORPORATION | $10.4M |
TPDSOMNIGROUP INTERNATIONAL INC | $7.6M |
OPADOFFERPAD SOLUTIONS INC | $1.7M |
GOOGLALPHABET INC | $541K |
FIGFIGMA INC | $496K |
AVGOBROADCOM INC | $479K |
TSLATESLA INC | $391K |
JPMJPMORGAN CHASE & CO. | $341K |
LLYELI LILLY & CO | $292K |
IWBISHARES TR | $246K |
IWMISHARES TR | $240K |
APHAMPHENOL CORP NEW | $238K |
BCOBRINKS CO | $228K |
FMFFORMFACTOR INC | $227K |
JT5MUELLER WTR PRODS INC | $223K |
JNJJOHNSON & JOHNSON | $215K |
BLKBBLACKBAUD INC | $215K |
LFSTLIFESTANCE HEALTH GROUP INC | $215K |
PLUSEPLUS INC | $208K |
GDGENERAL DYNAMICS CORP | $205K |
COSTCOSTCO WHSL CORP NEW | $203K |
XOMEXXON MOBIL CORP | $201K |
NATRNATURES SUNSHINE PRODS INC | $200K |
HCAHCA HEALTHCARE INC | $196K |
WMTWALMART INC | $192K |
IRMDIRADIMED CORP | $185K |
MAMASTERCARD INCORPORATED | $185K |
MSIMOTOROLA SOLUTIONS INC | $182K |
AIRAAR CORP | $180K |
BACBANK AMERICA CORP | $178K |
HEIHEICO CORP NEW | $177K |
EXPEEXPEDIA GROUP INC | $176K |
WFCWELLS FARGO CO NEW | $173K |
AGYSAGILYSYS INC | $171K |
MATVMATIV HOLDINGS INC | $170K |
NFLXNETFLIX INC | $169K |
SOFISOFI TECHNOLOGIES INC | $168K |
RDDTREDDIT INC | $166K |
TWLOTWILIO INC | $163K |
WDCWESTERN DIGITAL CORP | $163K |
LQDTLIQUIDITY SVCS INC | $162K |
FICOFAIR ISAAC CORP | $162K |
DAVEDAVE INC | $162K |
ABBVABBVIE INC | $160K |
MOVMOVADO GROUP INC | $158K |
WKWORKIVA INC | $156K |
PLTRPALANTIR TECHNOLOGIES INC | $155K |
—INDIVIOR PLC | $154K |
FELEFRANKLIN ELEC INC | $153K |
GEGE AEROSPACE | $152K |
MDBMONGODB INC | $152K |
COHRCOHERENT CORP | $151K |
FTDRFRONTDOOR INC | $149K |
CMCCOMMERCIAL METALS CO | $148K |
VSCOVICTORIAS SECRET AND CO | $148K |
GHGUARDANT HEALTH INC | $145K |
FTITECHNIPFMC PLC | $145K |
B7SBROOKDALE SR LIVING INC | $143K |
ENSENERSYS | $143K |
PRVAPRIVIA HEALTH GROUP INC | $142K |
PTCTPTC THERAPEUTICS INC | $141K |
MCMOELIS & CO | $140K |
PENPENUMBRA INC | $139K |
GENGEN DIGITAL INC | $139K |
GTXGARRETT MOTION INC | $139K |
PFSIPENNYMAC FINL SVCS INC NEW | $138K |
AMDADVANCED MICRO DEVICES INC | $138K |
CBOECBOE GLOBAL MKTS INC | $137K |
J2AWILLDAN GROUP INC | $137K |
PODDINSULET CORP | $136K |
HDHOME DEPOT INC | $136K |
TEXTEREX CORP NEW | $136K |
IMAIMAX CORP | $134K |
ZMZOOM COMMUNICATIONS INC | $134K |
PGPROCTER AND GAMBLE CO | $133K |
VIAVVIAVI SOLUTIONS INC | $133K |
ASANASANA INC | $132K |
ORCLORACLE CORP | $132K |
BCPCBALCHEM CORP | $132K |
DVNDEVON ENERGY CORP NEW | $131K |
ATDATI INC | $128K |
GSGOLDMAN SACHS GROUP INC | $128K |
DBDDIEBOLD NIXDORF INC | $128K |
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