13F-HR filed by Kemnay Advisory Services Inc.
Kemnay Advisory Services Inc. filed this 13F-HR for the quarter ended 2020-12-31, filed 2021-02-16, with 90 holding rows worth $788,944,000.
- Accession
- 0000950123-21-002461
- Filer
- CIK 1555283
- Filed
- 2021-02-16
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2020
A holdings report, 90 entries on the cover page, a total value of $788,944,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $788,942,000 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPDR GOLD TR | 78463V107 | GOLD SHS | 659,135 | $117,563,000 | thousands by filing date | |
| iShares MSCI Japan ETF | 46434G822 | SHS | 767,030 | $51,821,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 14,940 | $48,659,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 202,581 | $45,058,000 | thousands by filing date | |
| MERCADOLIBREINC | 58733R102 | STOK | 25,527 | $42,763,000 | thousands by filing date | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 172,147 | $40,064,000 | thousands by filing date | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 124,824 | $29,234,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 207,958 | $27,594,000 | thousands by filing date | |
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 37,995 | $25,136,000 | thousands by filing date | |
| MasterCard, Inc | 57636Q104 | COM | 68,008 | $24,275,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 104,583 | $24,250,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 13,837 | $24,241,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 88,285 | $24,116,000 | thousands by filing date | |
| GUIDEWIRE SOFTWARE INC COM | 40171V100 | Stock | 178,678 | $23,001,000 | thousands by filing date | |
| NEW YORK TIMES CO MTN BE CL A | 650111107 | Stock | 435,739 | $22,558,000 | thousands by filing date | |
| JPMorgan Chase & Co | 46625H100 | COM | 122,500 | $15,566,000 | thousands by filing date | |
| American Express Company | 025816109 | COM | 125,400 | $15,162,000 | thousands by filing date | |
| Bank of America Corp | 060505104 | COM | 492,800 | $14,937,000 | thousands by filing date | |
| UNILEVER PLC | 904767704 | SPON ADR NEW | 233,200 | $14,076,000 | thousands by filing date | |
| Raytheon Technologies Corporation | 75513E101 | COM | 184,400 | $13,186,000 | thousands by filing date | |
| Salesforce.com, Inc | 79466L302 | COM | 47,468 | $10,563,000 | thousands by filing date | |
| BAIDU INC SPON ADR REP A | 056752108 | ADR | 47,314 | $10,231,000 | thousands by filing date | |
| Adobe Inc | 00724F101 | COM | 20,418 | $10,211,000 | thousands by filing date | |
| Micron Technology,Inc. | 595112103 | COM | 132,260 | $9,943,000 | thousands by filing date | |
| WORKDAY INC CL A | 98138H101 | Stock | 40,253 | $9,645,000 | thousands by filing date | |
| ServiceNow,Inc. | 81762P102 | COM | 17,249 | $9,494,000 | thousands by filing date | |
| Intel Corp | 458140100 | COM | 189,250 | $9,428,000 | thousands by filing date | |
| NEBIUS GROUP N.V. | N97284108 | SHS CLASS A | 95,488 | $6,644,000 | thousands by filing date | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 168,000 | $4,371,000 | thousands by filing date | |
| GENERAL ELEC CO | 369604103 | COM | 386,900 | $4,179,000 | thousands by filing date | |
| BARRICK GOLD CORP | 067901108 | COM | 167,000 | $3,804,000 | thousands by filing date | |
| ATLANTICA YIELD PLC | G0751N103 | SHS | 90,854 | $3,451,000 | thousands by filing date | |
| BROOKFIELD RENEWABLE CORP | 11284V105 | CL A SUB VTG | 58,356 | $3,400,000 | thousands by filing date | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 4,578 | $2,833,000 | thousands by filing date | |
| T-Mobile US,Inc. | 872590104 | COM | 16,406 | $2,212,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 10,048 | $2,198,000 | thousands by filing date | |
| FISERV INC | 337738108 | COM | 19,256 | $2,192,000 | thousands by filing date | |
| LIBERTY BROADBAND CORP | 530307305 | COM SER C | 13,690 | $2,168,000 | thousands by filing date | |
| AON PLC SHS CL A | G0403H108 | Stock | 10,204 | $2,156,000 | thousands by filing date | |
| FIDELITY NATL INFORMATION SVCS COM | 31620M106 | Stock | 14,400 | $2,037,000 | thousands by filing date | |
| GODADDY INC CL A | 380237107 | Stock | 17,334 | $1,438,000 | thousands by filing date | |
| CROWN HLDGS INC COM | 228368106 | Stock | 13,846 | $1,387,000 | thousands by filing date | |
| BILL HOLDINGS INC | 090043100 | COM | 8,036 | $1,097,000 | thousands by filing date | |
| NUANCE COMMUNICATIONS INC | 67020Y100 | COM | 23,050 | $1,016,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 5,494 | $995,000 | thousands by filing date | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 868 | $983,000 | thousands by filing date | |
| SAREPTA THERAPEUTICS INC | 803607100 | COM | 5,681 | $969,000 | thousands by filing date | |
| OPTIMUM COMMUNICATIONS INC | 02156K103 | CL A | 25,382 | $961,000 | thousands by filing date | |
| DISCOVER FINL SVCS | 254709108 | COM | 10,291 | $932,000 | thousands by filing date | |
| SEA LTD | 81141R100 | SPONSORD ADS | 4,643 | $924,000 | thousands by filing date | |
| MATCH GROUP INC NEW | 57667L107 | COM | 6,046 | $914,000 | thousands by filing date | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 8,295 | $904,000 | thousands by filing date | |
| SYNCHRONYFINL | 87165B103 | STOK | 25,955 | $901,000 | thousands by filing date | |
| GLOBAL PMTS INC | 37940X102 | COM | 4,180 | $900,000 | thousands by filing date | |
| Netflix, Inc | 64110L106 | COM | 1,652 | $893,000 | thousands by filing date | |
| AbbVie,Inc. | 00287Y109 | COM | 8,327 | $892,000 | thousands by filing date | |
| FIDELITY NATIONAL FINANCIAL | 31620R303 | FNF GROUP COM | 22,296 | $872,000 | thousands by filing date | |
| MAXIM INTEGRATED PRODS INC | 57772K101 | COM | 9,824 | $871,000 | thousands by filing date | |
| DOLBY LABORATORIES INC COM CL A | 25659T107 | Stock | 8,880 | $863,000 | thousands by filing date | |
| MONSTER BEVERAGE CORP NEW COM | 61174X109 | Stock | 9,275 | $858,000 | thousands by filing date | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 6,453 | $854,000 | thousands by filing date | |
| ENCOMPASS HEALTH CORP COM | 29261A100 | Stock | 10,283 | $850,000 | thousands by filing date | |
| Booking Holdings Inc. | 09857L108 | COM | 381 | $849,000 | thousands by filing date | |
| FIRSTENERGY CORP | 337932107 | COM | 27,625 | $846,000 | thousands by filing date | |
| UNITED AIRLS HLDGS INC COM | 910047109 | Stock | 19,556 | $846,000 | thousands by filing date | |
| Caterpillar Inc. | 149123101 | COM | 4,618 | $841,000 | thousands by filing date | |
| VOYA FINANCIAL INC COM | 929089100 | Stock | 14,150 | $832,000 | thousands by filing date | |
| Progressive Corporation | 743315103 | COM | 8,364 | $827,000 | thousands by filing date | |
| HORIZON THERAPEUTICS PLC | G46188101 | SHS | 11,095 | $812,000 | thousands by filing date | |
| VISTRA CORP COM | 92840M102 | Stock | 41,053 | $807,000 | thousands by filing date | |
| FORTIVE CORP COM | 34959J108 | Stock | 11,079 | $785,000 | thousands by filing date | |
| INSULET CORP COM | 45784P101 | Stock | 3,052 | $780,000 | thousands by filing date | |
| Danaher Corporation | 235851102 | COM | 3,461 | $769,000 | thousands by filing date | |
| Bristol-Myers Squibb Company | 110122108 | COM | 12,340 | $765,000 | thousands by filing date | |
| MIRATI THERAPEUTICS INC | 60468T105 | COM | 3,457 | $759,000 | thousands by filing date | |
| DISH NETWORK CORPORATION | 25470M109 | CL A | 23,317 | $754,000 | thousands by filing date | |
| Tesla Motors, Inc | 88160R101 | COM | 750 | $529,000 | thousands by filing date | |
| WISDOMTREE TR | 97717W851 | JAPN HEDGE EQT | 9,250 | $503,000 | thousands by filing date | |
| PROSHARES TR II | 74347W569 | ULTRASHORT YEN N | 4,000 | $271,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 65 | $114,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 600 | $83,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 500 | $79,000 | thousands by filing date | |
| Coca-Cola Company | 191216100 | COM | 1,250 | $69,000 | thousands by filing date | |
| EBAY INC. COM | 278642103 | Stock | 1,325 | $67,000 | thousands by filing date | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 750 | $64,000 | thousands by filing date | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 450 | $61,000 | thousands by filing date | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 600 | $57,000 | thousands by filing date | |
| Pfizer Inc. | 717081103 | COM | 1,500 | $55,000 | thousands by filing date | |
| VODAFONE GROUP PLC SPONSORED ADR | 92857W308 | ADR | 1,300 | $21,000 | thousands by filing date | |
| VIATRIS INC COM | 92556V106 | Stock | 186 | $3,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000950123-21-002461 | this filing | 2021-02-16 | acceptance time not in the bulk data set |