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
FCFSFIRSTCASH HOLDINGS INC
$22K
RYTMRHYTHM PHARMACEUTICALS INC
$22K
AFLAFLAC INC
$22K
PCARPACCAR INC
$22K
IBPINSTALLED BLDG PRODS INC
$22K
SRESEMPRA
$22K
GTYGETTY RLTY CORP NEW
$22K
CVNACARVANA CO
$22K
EOGEOG RES INC
$22K
KNKNOWLES CORP
$22K
HIMSHIMS & HERS HEALTH INC
$22K
ELMDELECTROMED INC
$22K
SLBSLB LIMITED
$22K
WAYWAYSTAR HLDG CORP
$21K
LHXL3HARRIS TECHNOLOGIES INC
$21K
ALSALLSTATE CORP
$21K
JXNJACKSON FINANCIAL INC
$21K
SMTCSEMTECH CORP
$21K
FQIDIGITAL RLTY TR INC
$21K
PRIMPRIMORIS SVCS CORP
$21K
ADUSADDUS HOMECARE CORP
$21K
PYPLPAYPAL HLDGS INC
$21K
IESCIES HLDGS INC
$21K
AMEAMETEK INC
$21K
SNASNAP ON INC
$21K
APDAIR PRODS & CHEMS INC
$21K
PCVXVAXCYTE INC
$21K
KMIKINDER MORGAN INC DEL
$21K
FSSFEDERAL SIGNAL CORP
$21K
WSTWEST PHARMACEUTICAL SVSC INC
$21K
HNMORMAT TECHNOLOGIES INC
$21K
APLDAPPLIED DIGITAL CORP
$21K
PSXPHILLIPS 66
$20K
AVNWAVIAT NETWORKS INC
$20K
VLYVALLEY NATL BANCORP
$20K
PJTPJT PARTNERS INC
$20K
CEVACEVA INC
$20K
URIUNITED RENTALS INC
$20K
FFORD MTR CO
$20K
ALNYALNYLAM PHARMACEUTICALS INC
$20K
TRNOTERRENO RLTY CORP
$20K
OREALTY INCOME CORP
$20K
KRYSKRYSTAL BIOTECH INC
$20K
ZTSZOETIS INC
$20K
BTSGBRIGHTSPRING HEALTH SVCS INC
$20K
ECPGENCORE CAP GROUP INC
$20K
MPCMARATHON PETE CORP
$19K
CIFRCIPHER MINING INC
$19K
RBLXROBLOX CORP
$19K
PG4PRINCIPAL FINANCIAL GROUP IN
$19K
GKOSGLAUKOS CORP
$19K
ESNTESSENT GROUP LTD
$19K
ROPROPER TECHNOLOGIES INC
$19K
FLRFLUOR CORP NEW
$19K
VLOVALERO ENERGY CORP
$19K
EPRTESSENTIAL PPTYS RLTY TR INC
$19K
MIRMIRION TECHNOLOGIES INC
$19K
FTNTFORTINET INC
$19K
RDNTRADNET INC
$19K
CMGCHIPOTLE MEXICAN GRILL INC
$19K
DDOMINION ENERGY INC
$19K
RRRRED ROCK RESORTS INC
$19K
FTREFORTREA HLDGS INC
$18K
CBRECBRE GROUP INC
$18K
CWSTCASELLA WASTE SYS INC
$18K
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$18K
A4SAMERIPRISE FINL INC
$18K
SWXSOUTHWEST GAS HLDGS INC
$18K
FASTFASTENAL CO
$18K
IRTCIRHYTHM TECHNOLOGIES INC
$18K
GWWWW GRAINGER INC
$18K
RHPRYMAN HOSPITALITY PPTYS INC
$18K
AIGAMERICAN INTL GROUP INC
$18K
OKEONEOK INC NEW
$18K
TMHCTAYLOR MORRISON HOME CORP
$18K
WDAYWORKDAY INC
$18K
EATBRINKER INTL INC
$18K
GATXGATX CORP
$18K
DYHTARGET CORP
$17K
HAFCHANMI FINL CORP
$17K
ATNIATN INTL INC
$17K
BKRBAKER HUGHES COMPANY
$17K
DDOGDATADOG INC
$17K
FERGFERGUSON ENTERPRISES INC
$17K
AXONAXON ENTERPRISE INC
$17K
IBEXIBEX LTD
$17K
PEOEXELON CORP
$17K
U6ZURANIUM ENERGY CORP
$17K
PRAXPRAXIS PRECISION MEDICINES I
$17K
PORPORTLAND GEN ELEC CO
$17K
XYLXYLEM INC
$17K
XELXCEL ENERGY INC
$17K
ROKROCKWELL AUTOMATION INC
$17K
LIFLIFE360 INC
$17K
DALDELTA AIR LINES INC DEL
$17K
ACHRARCHER AVIATION INC
$17K
YUMYUM BRANDS INC
$17K
GBCIGLACIER BANCORP INC NEW
$17K
MSCIMSCI INC
$17K
MPWRMONOLITHIC PWR SYS INC
$16K
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