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 |
|---|---|
MZTIMARZETTI COMPANY | $84 |
DWDMORGAN STANLEY | $84 |
PHPARKER-HANNIFIN CORP | $83 |
AUPHAURINIA PHARMACEUTICALS INC | $82 |
TRVCCITIGROUP INC | $82 |
MMSIMERIT MED SYS INC | $82 |
DISDISNEY WALT CO | $81 |
SPXCSPX TECHNOLOGIES INC | $81 |
GOLFACUSHNET HLDGS CORP | $81 |
AMATAPPLIED MATLS INC | $80 |
BKEBUCKLE INC | $80 |
AORTARTIVION INC | $79 |
LINLINDE PLC | $79 |
ISRGINTUITIVE SURGICAL INC | $79 |
BHEBENCHMARK ELECTRS INC | $79 |
LMATLEMAITRE VASCULAR INC | $79 |
PEPPEPSICO INC | $78 |
FETFORUM ENERGY TECHNOLOGIES IN | $74 |
QCOMQUALCOMM INC | $73 |
MGMISTRAS GROUP INC | $73 |
NOGNORTHERN OIL & GAS INC | $73 |
LZLEGALZOOM COM INC | $73 |
LTHLIFE TIME GROUP HOLDINGS INC | $73 |
MFAMFA FINL INC | $73 |
MDPEDIATRIX MEDICAL GROUP INC | $71 |
HOODROBINHOOD MKTS INC | $71 |
NWNNORTHWEST NAT HLDG CO | $70 |
GEVGE VERNOVA INC | $70 |
CBZCBIZ INC | $70 |
AMBAAMBARELLA INC | $70 |
ETNEATON CORP PLC | $70 |
KODKEASTMAN KODAK CO | $70 |
TAT&T INC | $70 |
NWPXNWPX INFRASTRUCTURE INC | $70 |
AMGNAMGEN INC | $70 |
AMRCAMERESCO INC | $69 |
SYNASYNAPTICS INC | $69 |
FIGSFIGS INC | $68 |
BABOEING CO | $67 |
TWOTWO HBRS INVT CORP | $67 |
APPAPPLOVIN CORP | $67 |
UBERUBER TECHNOLOGIES INC | $67 |
XERSXERIS BIOPHARMA HOLDINGS INC | $66 |
MNROMONRO INC | $66 |
STCSTEWART INFORMATION SVCS COR | $66 |
ACNACCENTURE PLC IRELAND | $66 |
PLDPROLOGIS INC. | $66 |
CMPRCIMPRESS PLC | $66 |
SCHWSCHWAB CHARLES CORP | $66 |
USBUS BANCORP DEL | $65 |
CBCHUBB LIMITED | $65 |
FWRGFIRST WATCH RESTAURANT GROUP | $65 |
EGANEGAIN CORP | $65 |
SONOSONOS INC | $64 |
TRUPTRUPANION INC | $64 |
CALYTOPGOLF CALLAWAY BRANDS CORP | $64 |
KLACKLA CORP | $63 |
BJRIBJS RESTAURANTS INC | $63 |
NOWSERVICENOW INC | $63 |
FLNGFLEX LNG LTD | $63 |
NWBINORTHWEST BANCSHARES INC MD | $63 |
BACVERIZON COMMUNICATIONS INC | $62 |
TXNTEXAS INSTRS INC | $62 |
LMTLOCKHEED MARTIN CORP | $62 |
CHEFCHEFS WHSE INC | $62 |
OSGOCTAVE SPECIALTY GROUP INC | $62 |
MCFTMASTERCRAFT BOAT HLDGS INC | $62 |
HDSNHUDSON TECHNOLOGIES INC | $62 |
COLLCOLLEGIUM PHARMACEUTICAL INC | $61 |
QCRHQCR HOLDINGS INC | $61 |
BLMNBLOOMIN BRANDS INC | $61 |
CWANCLEARWATER ANALYTICS HLDGS I | $60 |
ROSTROSS STORES INC | $60 |
BMYBRISTOL-MYERS SQUIBB CO | $60 |
COFCAPITAL ONE FINL CORP | $60 |
GILDGILEAD SCIENCES INC | $60 |
DORMDORMAN PRODS INC | $59 |
SWIMLATHAM GROUP INC | $59 |
OOMAOOMA INC | $59 |
BLKBLACKROCK INC | $59 |
IONQIONQ INC | $58 |
ALRMALARM COM HLDGS INC | $58 |
ADBEADOBE INC | $58 |
LINDLINDBLAD EXPEDITIONS HLDGS I | $57 |
OMCLOMNICELL COM | $57 |
GPGICOMPOSECURE INC | $57 |
ARKOARKO CORP | $57 |
SOSOUTHERN CO | $56 |
CRDOCREDO TECHNOLOGY GROUP HOLDI | $56 |
PFEPFIZER INC | $56 |
PIPRPIPER SANDLER COMPANIES | $56 |
PRSUPURSUIT ATTRACTIONS AND HOSP | $55 |
HIPOHIPPO HLDGS INC | $55 |
MOALTRIA GROUP INC | $55 |
SBG1SEACOAST BKG CORP FLA | $55 |
ENSGENSIGN GROUP INC | $54 |
ANETARISTA NETWORKS INC | $54 |
IDXXIDEXX LABS INC | $54 |
UNPUNION PAC CORP | $54 |
LOWLOWES COS INC | $54 |