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)

StockValue
PANLPANGAEA LOGISTICS SOLUTION L
$53K
SIBNSI-BONE INC
$53K
GRNDGRINDR INC
$53K
A3IAMERISAFE INC
$53K
PGRPROGRESSIVE CORP
$53K
DUKDUKE ENERGY CORP NEW
$53K
ADIANALOG DEVICES INC
$52K
CNMDCONMED CORP
$52K
SATSECHOSTAR CORP
$52K
NETCLOUDFLARE INC
$52K
CTRNCITI TRENDS INC
$51K
BRZEBRAZE INC
$51K
TGTXTG THERAPEUTICS INC
$51K
ATMUATMUS FILTRATION TECHNOLOGIE
$51K
ABNBAIRBNB INC
$51K
PANWPALO ALTO NETWORKS INC
$50K
HMNHORACE MANN EDUCATORS CORP N
$50K
TRSTRIMAS CORP
$50K
CWCOCONSOLIDATED WATER CO INC
$50K
CRNCCERENCE INC
$50K
ESEESCO TECHNOLOGIES INC
$50K
WELLWELLTOWER INC
$50K
BEBLOOM ENERGY CORP
$49K
MRVLMARVELL TECHNOLOGY INC
$49K
CVCOCAVCO INDS INC DEL
$49K
MDTMEDTRONIC PLC
$49K
JOUTJOHNSON OUTDOORS INC
$49K
BKBANK NEW YORK MELLON CORP
$48K
MMM3M CO
$48K
SYKSTRYKER CORPORATION
$48K
AIOTPOWERFLEET INC
$48K
INDBINDEPENDENT BK CORP MASS
$48K
MDXGMIMEDX GROUP INC
$47K
UFCSUNITED FIRE GROUP INC
$47K
BSFAANI PHARMACEUTICALS INC
$47K
SFLSFL CORPORATION LTD
$47K
JCIJOHNSON CTLS INTL PLC
$46K
COPCONOCOPHILLIPS
$46K
RSIRUSH STREET INTERACTIVE INC
$46K
DEDEERE & CO
$46K
DNOWDNOW INC
$46K
EPACENERPAC TOOL GROUP CORP
$46K
TSAACI WORLDWIDE INC
$46K
AVPTAVEPOINT INC
$46K
KSSKOHLS CORP
$45K
VRTXVERTEX PHARMACEUTICALS INC
$45K
CRWDCROWDSTRIKE HLDGS INC
$45K
VMDVIEMED HEALTHCARE INC
$45K
FBRTFRANKLIN BSP RLTY TR INC
$44K
BXBLACKSTONE INC
$44K
PWRQUANTA SVCS INC
$43K
ATROASTRONICS CORP
$43K
NEMNEWMONT CORP
$43K
SLABSILICON LABORATORIES INC
$43K
CXMSPRINKLR INC
$43K
CEGCONSTELLATION ENERGY CORP
$43K
ZIPZIPRECRUITER INC
$43K
CMCSACOMCAST CORP NEW
$43K
NDAQNASDAQ INC
$43K
SYYSYSCO CORP
$42K
QC10FLAGSTAR BANK NATIONAL ASSOC
$42K
PRGSPROGRESS SOFTWARE CORP
$42K
FISFIDELITY NATL INFORMATION SV
$42K
ADPAUTOMATIC DATA PROCESSING IN
$41K
BBIOBRIDGEBIO PHARMA INC
$41K
FNFABRINET
$41K
RG6ROGERS CORP
$41K
RYIRYERSON HLDG CORP
$40K
JPXAEROVIRONMENT INC
$40K
MITTTPG MTG INVTS TR INC
$40K
CVSCVS HEALTH CORP
$39K
VMCVULCAN MATLS CO
$39K
CMECME GROUP INC
$39K
MDGLMADRIGAL PHARMACEUTICALS INC
$39K
MCKMCKESSON CORP
$39K
NTRANATERA INC
$39K
SBUXSTARBUCKS CORP
$38K
HURNHURON CONSULTING GROUP INC
$38K
NXTNEXTPOWER INC
$38K
CAHCARDINAL HEALTH INC
$37K
KTOSKRATOS DEFENSE & SEC SOLUTIO
$37K
EXPIEXP WORLD HLDGS INC
$37K
ACTENACT HLDGS INC
$37K
PRCHPORCH GROUP INC
$37K
MRSHMARSH & MCLENNAN COS INC
$36K
ICEINTERCONTINENTAL EXCHANGE IN
$36K
CRSRCORSAIR GAMING INC
$36K
MNSTMONSTER BEVERAGE CORP NEW
$35K
WMWASTE MGMT INC DEL
$35K
BLFSBIOLIFE SOLUTIONS INC
$35K
JOBYJOBY AVIATION INC
$35K
OKLOOKLO INC
$34K
CSTLCASTLE BIOSCIENCES INC
$34K
KKRKKR & CO INC
$34K
ZWSZURN ELKAY WATER SOLNS CORP
$34K
SNPSSYNOPSYS INC
$34K
STESTERIS PLC
$34K
TTTRANE TECHNOLOGIES PLC
$34K
PQ3PROVIDENT FINL SVCS INC
$33K
RHCRH PLC
$33K
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