StockDriftsStockDriftsTop 50 Kemnay Advisory Services INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VNO | VORNADO RLTY TR | 28.97% | 5.83M | $229.3M | +0.00%(+0) | $20.41(+94.37%) | 2026-06-30 | |
| EWJ | ISHARES INC | 13.43% | 1.14M | $106.3M | +0.00%(+0) | $71.26(+38.18%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 6.52% | 108.1K | $51.6M | +1.88%(+1.99K) | $177.16(+142.99%) | 2026-06-30 | |
| COIN | COINBASE GLOBAL INC | 5.45% | 295.1K | $43.1M | -0.02%(-66) | $261.98(-41.26%) | 2026-06-30 | |
| V | VISA INC | 3.52% | 81.3K | $27.9M | +42.67%(+24.30K) | $285.91(+27.82%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.52% | 55.7K | $27.9M | +51.06%(+18.82K) | $385.90(+31.36%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 3.48% | 53.6K | $27.5M | +20421.46%(+53.30K) | $503.03(+12.72%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.46% | 94.7K | $27.4M | +30.52%(+22.14K) | $174.66(+74.77%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.23% | 127.7K | $25.6M | +24.44%(+25.09K) | $94.38(+138.72%) | 2026-06-30 | |
| META | META PLATFORMS INC | 3.16% | 44.4K | $25.0M | +53.73%(+15.53K) | $432.32(+37.62%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.02% | +72.88% | +8.79% | +52.36% |
| Top 20 Holdings Unweighted | +18.76% | +67.50% | +9.77% | +59.39% |
Kemnay Advisory Services INC reports $791.48M in US-listed equity holdings across 1,169 positions in its most recent 13F filing. Its largest disclosed positions are VNO (29.0%), EWJ (13.4%) and TSM (6.5%). The top 20 holdings account for 93.31% of reported assets. Its disclosed equity book has returned +72.88% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Kemnay Advisory Services INC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Kemnay Advisory Services INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1555283). View Kemnay Advisory Services INC’s 13F filings on SEC