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13F-HR filed by Kemnay Advisory Services Inc.

Kemnay Advisory Services Inc. filed this 13F-HR for the quarter ended 2021-03-31, filed 2021-05-17, with 86 holding rows worth $716,372,000.

Accession
0000950123-21-006683
Filed
2021-05-17
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2021

A holdings report, 86 entries on the cover page, a total value of $716,372,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $716,370,000 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
iShares MSCI Japan ETF46434G822SHS767,030$52,557,000thousands by filing date
Amazon.com, Inc023135106COM15,660$48,453,000thousands by filing date
Microsoft Corp594918104COM205,448$48,438,000thousands by filing date
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS181,728$41,203,000thousands by filing date
WISDOMTREE TR97717W851JAPN HEDGE EQT657,538$40,333,000thousands by filing date
MERCADOLIBREINC58733R102STOK26,025$38,312,000thousands by filing date
META PLATFORMS INC CL A30303M102COM103,904$30,603,000thousands by filing date
Berkshire Hathaway Inc084670702COM115,388$29,478,000thousands by filing date
Apple Inc037833100COM213,328$26,058,000thousands by filing date
MasterCard, Inc57636Q104COM72,276$25,734,000thousands by filing date
SEA LTD81141R100SPONSORD ADS105,847$23,628,000thousands by filing date
CHARTER COMMUNICATIONS INC N16119P108COM37,524$23,153,000thousands by filing date
NEW YORK TIMES CO MTN BE CL A650111107Stock454,681$23,016,000thousands by filing date
Alphabet Inc. Reg. Shares C02079K107COM11,090$22,941,000thousands by filing date
Bank of America Corp060505104COM492,800$19,066,000thousands by filing date
JPMorgan Chase & Co46625H100COM122,500$18,648,000thousands by filing date
GUIDEWIRE SOFTWARE INC COM40171V100Stock178,678$18,159,000thousands by filing date
American Express Company025816109COM125,400$17,737,000thousands by filing date
Raytheon Technologies Corporation75513E101COM184,400$14,249,000thousands by filing date
UNILEVER PLC904767704SPON ADR NEW233,200$13,020,000thousands by filing date
Micron Technology,Inc.595112103COM142,920$12,607,000thousands by filing date
Intel Corp458140100COM189,250$12,112,000thousands by filing date
WORKDAY INC CL A98138H101Stock40,253$10,000,000thousands by filing date
Adobe Inc00724F101COM20,418$9,706,000thousands by filing date
Salesforce.com, Inc79466L302COM42,303$8,963,000thousands by filing date
ServiceNow,Inc.81762P102COM17,249$8,626,000thousands by filing date
NEBIUS GROUP N.V.N97284108SHS CLASS A95,488$6,117,000thousands by filing date
FREEPORT MCMORAN INC CL B35671D857Stock168,000$5,532,000thousands by filing date
BAIDU INC SPON ADR REP A056752108ADR23,657$5,147,000thousands by filing date
GENERAL ELEC CO369604103COM386,900$5,080,000thousands by filing date
Alphabet Inc. Reg. Shares A02079K305COM2,326$4,797,000thousands by filing date
Walt Disney Co254687106COM25,886$4,776,000thousands by filing date
TRANSDIGM GROUP INC COM893641100Stock6,696$3,937,000thousands by filing date
ATLANTICA YIELD PLCG0751N103SHS90,854$3,328,000thousands by filing date
BARRICK GOLD CORP067901108COM167,000$3,307,000thousands by filing date
BROOKFIELD RENEWABLE CORP11284V105CL A SUB VTG58,356$2,731,000thousands by filing date
Tesla Motors, Inc88160R101COM1,933$1,291,000thousands by filing date
RH74967X103COM1,947$1,162,000thousands by filing date
KOHLS CORP500255104COM19,427$1,158,000thousands by filing date
EXPEDIA GROUP INC COM NEW30212P303Stock6,049$1,041,000thousands by filing date
LYFT INC55087P104CL A COM16,433$1,038,000thousands by filing date
LPL FINL HLDGS INC COM50212V100Stock7,167$1,019,000thousands by filing date
EBAY INC. COM278642103Stock16,255$995,000thousands by filing date
HORIZON THERAPEUTICS PLCG46188101SHS10,735$988,000thousands by filing date
WYNN RESORTS LTD983134107COM7,870$987,000thousands by filing date
CHENIERE ENERGY INC COM NEW16411R208Stock13,678$985,000thousands by filing date
ON SEMICONDUCTOR CORP COM682189105Stock23,563$980,000thousands by filing date
T-Mobile US,Inc.872590104COM7,719$967,000thousands by filing date
Visa Inc92826C839COM4,501$953,000thousands by filing date
Verizon Communications Inc92343V104COM16,354$951,000thousands by filing date
LIBERTY BROADBAND CORP530307305COM SER C6,226$935,000thousands by filing date
AES CORP COM00130H105Stock33,786$906,000thousands by filing date
ELANCO ANIMAL HEALTH INC COM28414H103Stock30,541$899,000thousands by filing date
Netflix, Inc64110L106COM1,718$896,000thousands by filing date
INSULET CORP COM45784P101Stock3,372$880,000thousands by filing date
GODADDY INC CL A380237107Stock11,293$877,000thousands by filing date
Uber Technologies90353T100COM15,904$867,000thousands by filing date
DYNATRACE INC COM NEW268150109Stock17,964$867,000thousands by filing date
NUANCE COMMUNICATIONS INC67020Y100COM19,615$856,000thousands by filing date
XILINX INC983919101COM6,864$850,000thousands by filing date
CARVANA CO CL A146869102Stock3,217$844,000thousands by filing date
TAKE-TWO INTERACTIVE SOFTWARE COM874054109Stock4,767$842,000thousands by filing date
BLOCK INC CL A852234103Stock3,492$793,000thousands by filing date
ATLASSIAN CORPG06242104CL A3,701$780,000thousands by filing date
IAC INTERACTIVECORP NEW44891N109COM3,587$776,000thousands by filing date
PALO ALTO NETWORKS INC697435105COM2,381$767,000thousands by filing date
SHOPIFY INC82509L107CL A SUB VTG SHS673$745,000thousands by filing date
FARFETCH LTD30744W107ORD SH CL A13,880$736,000thousands by filing date
SNOWFLAKE INC COM SHS833445109Stock3,163$725,000thousands by filing date
CROWDSTRIKE HLDGS INC22788C105COM3,947$720,000thousands by filing date
RINGCENTRAL INC76680R206CL A2,232$665,000thousands by filing date
ELASTIC N V ORD SHSN14506104Stock5,961$663,000thousands by filing date
PDD HOLDINGS INC SPONSORED ADS722304102ADR4,821$645,000thousands by filing date
MONGODB INC CL A60937P106Stock2,309$617,000thousands by filing date
PAYPALHLDGSINC70450Y103STOK1,325$322,000thousands by filing date
PROSHARES TR II74347W569ULTRASHORT YEN N4,000$311,000thousands by filing date
Johnson & Johnson478160104COM500$82,000thousands by filing date
Procter & Gamble Co742718109COM600$81,000thousands by filing date
Coca-Cola Company191216100COM1,250$66,000thousands by filing date
KIMBERLY-CLARK CORP COM494368103Stock450$63,000thousands by filing date
COLGATE PALMOLIVE CO COM194162103Stock750$59,000thousands by filing date
Pfizer Inc.717081103COM1,500$54,000thousands by filing date
NOVARTIS AG SPONSORED ADR66987V109ADR600$51,000thousands by filing date
AbbVie,Inc.00287Y109COM329$36,000thousands by filing date
VODAFONE GROUP PLC SPONSORED ADR92857W308ADR1,300$24,000thousands by filing date
VIATRIS INC COM92556V106Stock186$3,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000950123-21-006683this filing2021-05-17acceptance time not in the bulk data set