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13F-HR filed by Kemnay Advisory Services Inc.

Kemnay Advisory Services Inc. filed this 13F-HR for the quarter ended 2020-09-30, filed 2020-11-16, with 80 holding rows worth $721,003,000.

Accession
0000950123-20-011871
Filed
2020-11-16
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2020

A holdings report, 80 entries on the cover page, a total value of $721,003,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $721,003,000 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 SHS659,135$116,746,000thousands by filing date
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS184,744$54,311,000thousands by filing date
Microsoft Corp594918104COM239,966$50,472,000thousands by filing date
Amazon.com, Inc023135106COM15,943$50,200,000thousands by filing date
MERCADOLIBREINC58733R102STOK28,673$31,038,000thousands by filing date
Apple Inc037833100COM231,400$26,798,000thousands by filing date
CHARTER COMMUNICATIONS INC N16119P108COM42,899$26,784,000thousands by filing date
PAYPALHLDGSINC70450Y103STOK134,268$26,455,000thousands by filing date
META PLATFORMS INC CL A30303M102COM100,065$26,207,000thousands by filing date
Alphabet Inc. Reg. Shares C02079K107COM17,191$25,264,000thousands by filing date
Berkshire Hathaway Inc084670702COM118,450$25,223,000thousands by filing date
GUIDEWIRE SOFTWARE INC COM40171V100Stock241,476$25,179,000thousands by filing date
Visa Inc92826C839COM122,880$24,572,000thousands by filing date
Adobe Inc00724F101COM44,627$21,886,000thousands by filing date
Salesforce.com, Inc79466L302COM79,191$19,902,000thousands by filing date
NEW YORK TIMES CO MTN BE CL A650111107Stock392,728$16,805,000thousands by filing date
UNILEVER N V904784709N Y SHS NEW233,200$14,085,000thousands by filing date
ServiceNow,Inc.81762P102COM25,934$12,578,000thousands by filing date
American Express Company025816109COM125,400$12,571,000thousands by filing date
Bank of America Corp060505104COM492,800$11,872,000thousands by filing date
JPMorgan Chase & Co46625H100COM122,500$11,793,000thousands by filing date
Raytheon Technologies Corporation75513E101COM184,400$10,610,000thousands by filing date
Intel Corp458140100COM189,250$9,799,000thousands by filing date
WORKDAY INC CL A98138H101Stock35,630$7,665,000thousands by filing date
Micron Technology,Inc.595112103COM161,499$7,584,000thousands by filing date
NEBIUS GROUP N.V.N97284108SHS CLASS A111,664$7,286,000thousands by filing date
BAIDU INC SPON ADR REP A056752108ADR53,778$6,808,000thousands by filing date
TRANSDIGM GROUP INC COM893641100Stock7,314$3,475,000thousands by filing date
Netflix, Inc64110L106COM6,111$3,056,000thousands by filing date
Comcast Corp20030N101COM47,808$2,212,000thousands by filing date
MasterCard, Inc57636Q104COM6,319$2,137,000thousands by filing date
LIBERTY BROADBAND CORP530307305COM SER C14,913$2,131,000thousands by filing date
CROWN HLDGS INC COM228368106Stock27,439$2,109,000thousands by filing date
FISERV INC337738108COM20,389$2,101,000thousands by filing date
GODADDY INC CL A380237107Stock25,742$1,956,000thousands by filing date
JD.COM INC SPON ADS CL A47215P106ADR20,905$1,622,000thousands by filing date
Tesla Motors, Inc88160R101COM2,350$1,008,000thousands by filing date
NUANCE COMMUNICATIONS INC67020Y100COM20,120$668,000thousands by filing date
ENPHASE ENERGY INC COM29355A107Stock7,976$659,000thousands by filing date
CONSTELLATION BRANDS INC CL A21036P108Stock3,389$642,000thousands by filing date
Caterpillar Inc.149123101COM4,252$634,000thousands by filing date
Progressive Corporation743315103COM6,679$632,000thousands by filing date
GENERAC HLDGS INC368736104COM3,257$631,000thousands by filing date
DOLLAR GEN CORP COM256677105Stock3,006$630,000thousands by filing date
ZOETIS INC CL A98978V103Stock3,770$623,000thousands by filing date
Danaher Corporation235851102COM2,884$621,000thousands by filing date
DECKERS OUTDOOR CORP243537107COM2,789$614,000thousands by filing date
AES CORP COM00130H105Stock33,590$608,000thousands by filing date
CANADIAN PACIFIC RAILWAYS13645T100COM1,991$606,000thousands by filing date
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS7,441$603,000thousands by filing date
MOODYS CORP COM615369105Stock2,080$603,000thousands by filing date
SHOPIFY INC82509L107CL A SUB VTG SHS585$598,000thousands by filing date
REPLIGEN CORP COM759916109Stock4,028$594,000thousands by filing date
MONOLITHIC PWR SYS INC COM609839105Stock2,115$591,000thousands by filing date
T-Mobile US,Inc.872590104COM5,109$584,000thousands by filing date
VERISIGN INC COM92343E102Stock2,853$584,000thousands by filing date
EDISON INTL COM281020107Stock11,459$583,000thousands by filing date
HOLOGIC INC436440101COM8,748$581,000thousands by filing date
Walt Disney Co254687106COM4,600$571,000thousands by filing date
American Tower Corporation03027X100COM2,356$570,000thousands by filing date
EVERGY INC COM30034W106Stock11,184$568,000thousands by filing date
RENAISSANCERE HLDGS LTD COMG7496G103Stock3,334$566,000thousands by filing date
DOLLAR TREE INC COM256746108Stock5,987$547,000thousands by filing date
MARKELGROUPINC570535104STOK556$541,000thousands by filing date
GENERAL DYNAMICS CORP COM369550108Stock3,866$535,000thousands by filing date
Concho Resources Inc.20605P101COM11,497$507,000thousands by filing date
WISDOMTREE TR97717W851JAPN HEDGE EQT9,250$453,000thousands by filing date
PROSHARES TR II74347W569ULTRASHORT YEN N4,000$284,000thousands by filing date
Alphabet Inc. Reg. Shares A02079K305COM65$95,000thousands by filing date
Procter & Gamble Co742718109COM600$83,000thousands by filing date
Johnson & Johnson478160104COM500$74,000thousands by filing date
EBAY INC. COM278642103Stock1,325$69,000thousands by filing date
KIMBERLY-CLARK CORP COM494368103Stock450$66,000thousands by filing date
Coca-Cola Company191216100COM1,250$62,000thousands by filing date
COLGATE PALMOLIVE CO COM194162103Stock750$58,000thousands by filing date
Pfizer Inc.717081103COM1,500$55,000thousands by filing date
NOVARTIS AG SPONSORED ADR66987V109ADR600$52,000thousands by filing date
AbbVie,Inc.00287Y109COM329$29,000thousands by filing date
VODAFONE GROUP PLC SPONSORED ADR92857W308ADR1,300$17,000thousands by filing date
GENERAL ELEC CO369604103COM1,900$12,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000950123-20-011871this filing2020-11-16acceptance time not in the bulk data set