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13F-HR filed by Kemnay Advisory Services Inc.

Kemnay Advisory Services Inc. filed this 13F-HR for the quarter ended 2019-12-31, filed 2020-02-14, with 67 holding rows worth $402,602,000.

Accession
0000950123-20-002334
Filed
2020-02-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2019

A holdings report, 67 entries on the cover page, a total value of $402,602,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $402,598,000 with VALUE read as thousands by filing date, 13F file number 028-15301. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Microsoft Corp594918104COM267,165$42,132,000thousands by filing date
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS188,736$40,031,000thousands by filing date
Amazon.com, Inc023135106COM20,653$38,163,000thousands by filing date
ALLERGAN PLCG0177J108SHS122,588$23,435,000thousands by filing date
Berkshire Hathaway Inc084670702COM102,133$23,133,000thousands by filing date
CHARTER COMMUNICATIONS INC N16119P108COM47,330$22,959,000thousands by filing date
META PLATFORMS INC CL A30303M102COM104,664$21,482,000thousands by filing date
MasterCard, Inc57636Q104COM69,690$20,809,000thousands by filing date
Alphabet Inc. Reg. Shares C02079K107COM15,398$20,587,000thousands by filing date
Visa Inc92826C839COM108,347$20,358,000thousands by filing date
Adobe Inc00724F101COM52,849$17,430,000thousands by filing date
Salesforce.com, Inc79466L302COM88,452$14,386,000thousands by filing date
BAIDU INC SPON ADR REP A056752108ADR89,346$11,293,000thousands by filing date
Micron Technology,Inc.595112103COM181,613$9,767,000thousands by filing date
ServiceNow,Inc.81762P102COM26,843$7,578,000thousands by filing date
WORKDAY INC CL A98138H101Stock39,660$6,522,000thousands by filing date
NEBIUS GROUP N.V.N97284108SHS CLASS A108,018$4,698,000thousands by filing date
GODADDY INC CL A380237107Stock41,952$2,849,000thousands by filing date
SAREPTA THERAPEUTICS INC803607100COM20,909$2,698,000thousands by filing date
FIDELITY NATL INFORMATION SVCS COM31620M106Stock19,218$2,673,000thousands by filing date
CARMAX INC COM143130102Stock29,623$2,597,000thousands by filing date
MOODYS CORP COM615369105Stock9,280$2,203,000thousands by filing date
Charles Schwab Corp808513105COM46,205$2,198,000thousands by filing date
US FOODS HLDG CORP COM912008109Stock52,080$2,182,000thousands by filing date
COPART INC COM217204106Stock23,778$2,162,000thousands by filing date
ATHENE HOLDING LTDG0684D107CL A45,764$2,152,000thousands by filing date
AON PLCG0408V102SHS CL A10,295$2,144,000thousands by filing date
PARKER-HANNIFIN CORP COM701094104Stock10,384$2,137,000thousands by filing date
NVR INC COM62944T105Stock559$2,129,000thousands by filing date
MARKELGROUPINC570535104STOK1,808$2,067,000thousands by filing date
BROOKFIELD ASSET MANAGEMENT IN112585104CL A LTD VT SH35,759$2,067,000thousands by filing date
GENTEX CORP COM371901109Stock70,972$2,057,000thousands by filing date
ZIMMER BIOMET HOLDINGS INC COM98956P102Stock13,738$2,056,000thousands by filing date
OREILLY AUTOMOTIVE INC COM67103H107Stock4,606$2,019,000thousands by filing date
NEUROCRINE BIOSCIENCES INC64125C109COM18,140$1,950,000thousands by filing date
SPIRIT AEROSYSTEMS HLDGS INC848574109COM CL A19,233$1,402,000thousands by filing date
TCF FINANCIAL CORPORATION NE872307103COM27,870$1,304,000thousands by filing date
MARRIOTT INTL INC NEW CL A571903202Stock8,594$1,301,000thousands by filing date
STATE STR CORP COM857477103Stock16,108$1,274,000thousands by filing date
HCA Healthcare Inc40412C101COM8,578$1,268,000thousands by filing date
Analog Devices,Inc.032654105COM10,234$1,216,000thousands by filing date
WASTE CONNECTIONS INC COM94106B101Stock13,079$1,187,000thousands by filing date
LKQ CORP COM501889208Stock32,778$1,170,000thousands by filing date
WILLIS TOWERS WATSON PLC LTD SHSG96629103Stock4,677$944,000thousands by filing date
Booking Holdings Inc.09857L108COM456$937,000thousands by filing date
LIBERTY BROADBAND CORP530307305COM SER C7,165$901,000thousands by filing date
FIRSTENERGY CORP337932107COM18,134$881,000thousands by filing date
Comcast Corp20030N101COM18,956$852,000thousands by filing date
TRANSDIGM GROUP INC COM893641100Stock1,503$842,000thousands by filing date
WISDOMTREE TR97717W851JAPN HEDGE EQT9,250$497,000thousands by filing date
PROSHARES TR II74347W569ULTRASHORT YEN N4,000$305,000thousands by filing date
Apple Inc037833100COM880$258,000thousands by filing date
PAYPALHLDGSINC70450Y103STOK1,325$143,000thousands by filing date
Alphabet Inc. Reg. Shares A02079K305COM65$87,000thousands by filing date
Procter & Gamble Co742718109COM600$75,000thousands by filing date
Johnson & Johnson478160104COM500$73,000thousands by filing date
Coca-Cola Company191216100COM1,250$69,000thousands by filing date
UNILEVER N V904784709N Y SHS NEW1,200$69,000thousands by filing date
Tesla Motors, Inc88160R101COM150$63,000thousands by filing date
KIMBERLY-CLARK CORP COM494368103Stock450$62,000thousands by filing date
Pfizer Inc.717081103COM1,500$59,000thousands by filing date
NOVARTIS AG SPONSORED ADR66987V109ADR600$57,000thousands by filing date
AVALARA INC05338G106COM717$53,000thousands by filing date
COLGATE PALMOLIVE CO COM194162103Stock750$52,000thousands by filing date
EBAY INC. COM278642103Stock1,325$48,000thousands by filing date
VODAFONE GROUP PLC SPONSORED ADR92857W308ADR1,300$25,000thousands by filing date
GENERAL ELEC CO369604103COM1,900$21,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000950123-20-002334this filing2020-02-14acceptance time not in the bulk data set