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13F-HR filed by Kemnay Advisory Services Inc.

Kemnay Advisory Services Inc. filed this 13F-HR for the quarter ended 2020-06-30, filed 2020-08-14, with 83 holding rows worth $676,050,000.

Accession
0000950123-20-008718
Filed
2020-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2020

A holdings report, 83 entries on the cover page, a total value of $676,050,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $676,050,000 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
SPDR GOLD TR78463V107GOLD SHS389,000$65,107,000thousands by filing date
Microsoft Corp594918104COM261,256$53,168,000thousands by filing date
Amazon.com, Inc023135106COM18,970$52,335,000thousands by filing date
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS191,743$41,359,000thousands by filing date
MERCADOLIBREINC58733R102STOK40,535$39,958,000thousands by filing date
GUIDEWIRE SOFTWARE INC COM40171V100Stock274,653$30,445,000thousands by filing date
Apple Inc037833100COM77,569$28,297,000thousands by filing date
META PLATFORMS INC CL A30303M102COM113,452$25,762,000thousands by filing date
Alphabet Inc. Reg. Shares C02079K107COM17,506$24,747,000thousands by filing date
Berkshire Hathaway Inc084670702COM138,493$24,722,000thousands by filing date
Visa Inc92826C839COM126,398$24,416,000thousands by filing date
CHARTER COMMUNICATIONS INC N16119P108COM46,701$23,819,000thousands by filing date
Netflix, Inc64110L106COM52,235$23,769,000thousands by filing date
Adobe Inc00724F101COM53,908$23,467,000thousands by filing date
Salesforce.com, Inc79466L302COM103,078$19,310,000thousands by filing date
NEW YORK TIMES CO MTN BE CL A650111107Stock421,718$17,725,000thousands by filing date
ServiceNow,Inc.81762P102COM31,055$12,579,000thousands by filing date
UNILEVER N V904784709N Y SHS NEW233,200$12,423,000thousands by filing date
American Express Company025816109COM125,400$11,938,000thousands by filing date
Bank of America Corp060505104COM492,800$11,704,000thousands by filing date
JPMorgan Chase & Co46625H100COM122,500$11,522,000thousands by filing date
Raytheon Technologies Corporation75513E101COM184,400$11,363,000thousands by filing date
Intel Corp458140100COM189,250$11,323,000thousands by filing date
BAIDU INC SPON ADR REP A056752108ADR89,336$10,710,000thousands by filing date
Micron Technology,Inc.595112103COM181,613$9,357,000thousands by filing date
WORKDAY INC CL A98138H101Stock39,660$7,431,000thousands by filing date
NEBIUS GROUP N.V.N97284108SHS CLASS A108,018$5,403,000thousands by filing date
PAYPALHLDGSINC70450Y103STOK18,768$3,270,000thousands by filing date
CROWN HLDGS INC COM228368106Stock41,138$2,679,000thousands by filing date
MasterCard, Inc57636Q104COM8,826$2,610,000thousands by filing date
FIDELITY NATL INFORMATION SVCS COM31620M106Stock18,819$2,523,000thousands by filing date
LIBERTY BROADBAND CORP530307305COM SER C20,055$2,486,000thousands by filing date
GODADDY INC CL A380237107Stock33,815$2,480,000thousands by filing date
FISERV INC337738108COM24,455$2,387,000thousands by filing date
CLOUDFLARE INC CL A COM18915M107Stock54,678$2,023,000thousands by filing date
OPTIMUM COMMUNICATIONS INC02156K103CL A83,684$1,886,000thousands by filing date
AUTODESK INC COM052769106Stock2,791$668,000thousands by filing date
TRACTOR SUPPLY CO COM892356106Stock4,983$657,000thousands by filing date
SYNOPSYS INC COM871607107Stock3,311$646,000thousands by filing date
HORIZON THERAPEUTICS PLCG46188101SHS11,561$643,000thousands by filing date
ALTERYX, INC (CLASS A)02156B103COM CL A3,891$639,000thousands by filing date
LPL FINL HLDGS INC COM50212V100Stock7,894$619,000thousands by filing date
LINDE PLCG5494J103SHS2,824$599,000thousands by filing date
CANADIAN PACIFIC RAILWAYS13645T100COM2,337$597,000thousands by filing date
MARKELGROUPINC570535104STOK644$595,000thousands by filing date
American Tower Corporation03027X100COM2,295$593,000thousands by filing date
Danaher Corporation235851102COM3,332$589,000thousands by filing date
SAREPTA THERAPEUTICS INC803607100COM3,649$585,000thousands by filing date
HOLOGIC INC436440101COM10,203$582,000thousands by filing date
FLEETCOR TECHNOLOGIES INC339041105COM2,286$575,000thousands by filing date
ROPER TECHNOLOGIES INC COM776696106Stock1,477$573,000thousands by filing date
MOODYS CORP COM615369105Stock2,071$569,000thousands by filing date
BROADRIDGE FINL SOLUTIONS INC COM11133T103Stock4,480$565,000thousands by filing date
Progressive Corporation743315103COM6,987$560,000thousands by filing date
ASCENDIS PHARMA A/S DKK 1.0 AD04351P101SPONSORED ADR3,756$556,000thousands by filing date
Booking Holdings Inc.09857L108COM342$545,000thousands by filing date
Charles Schwab Corp808513105COM16,100$543,000thousands by filing date
PPL CORP COM69351T106Stock20,924$541,000thousands by filing date
MYLAN NVN59465109SHS EURO33,652$541,000thousands by filing date
UNITED THERAPEUTICS CORP DEL COM91307C102Stock4,441$537,000thousands by filing date
COPART INC COM217204106Stock6,384$532,000thousands by filing date
NEUROCRINE BIOSCIENCES INC64125C109COM4,292$524,000thousands by filing date
HENRY JACK & ASSOC INC426281101COM2,812$517,000thousands by filing date
LIBERTY MEDIA CORP DEL531229854COM SER C FRMLA16,249$515,000thousands by filing date
VERISIGN INC COM92343E102Stock2,450$507,000thousands by filing date
SHOPIFY INC82509L107CL A SUB VTG SHS526$499,000thousands by filing date
WISDOMTREE TR97717W851JAPN HEDGE EQT9,250$435,000thousands by filing date
IOVANCE BIOTHERAPEUTICS INC462260100COM14,685$403,000thousands by filing date
SS&C TECH HLDGS COM78467J100Stock6,958$393,000thousands by filing date
PROSHARES TR II74347W569ULTRASHORT YEN N4,000$298,000thousands by filing date
Tesla Motors, Inc88160R101COM150$162,000thousands by filing date
Alphabet Inc. Reg. Shares A02079K305COM65$92,000thousands by filing date
Procter & Gamble Co742718109COM600$72,000thousands by filing date
Johnson & Johnson478160104COM500$70,000thousands by filing date
EBAY INC. COM278642103Stock1,325$69,000thousands by filing date
KIMBERLY-CLARK CORP COM494368103Stock450$64,000thousands by filing date
Coca-Cola Company191216100COM1,250$56,000thousands by filing date
COLGATE PALMOLIVE CO COM194162103Stock750$55,000thousands by filing date
NOVARTIS AG SPONSORED ADR66987V109ADR600$52,000thousands by filing date
Pfizer Inc.717081103COM1,500$49,000thousands by filing date
AbbVie,Inc.00287Y109COM329$32,000thousands by filing date
VODAFONE GROUP PLC SPONSORED ADR92857W308ADR1,300$21,000thousands by filing date
GENERAL ELEC CO369604103COM1,900$13,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000950123-20-008718this filing2020-08-14acceptance time not in the bulk data set