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13F-HR filed by Kemnay Advisory Services Inc.

Kemnay Advisory Services Inc. filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 23 holding rows worth $628,781,325.

Accession
0000950123-25-008090
Filed
2025-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 23 entries on the cover page, a total value of $628,781,325 stated on the cover page (in dollars after the unit check, H1), rows summing to $628,781,325 with VALUE read as dollars as filed, 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
VORNADO RLTY TR929042109SH BEN INT5,834,481$223,110,553dollars as filed
COINBASE GLOBAL INC COM CL A19260Q107Stock232,346$81,434,950dollars as filed
iShares MSCI Japan ETF46434G822SHS869,500$65,186,415dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS163,359$36,999,181dollars as filed
NVIDIA Corp67066G104COM112,213$17,728,532dollars as filed
META PLATFORMS INC CL A30303M102COM23,884$17,628,542dollars as filed
Microsoft Corp594918104COM33,648$16,736,852dollars as filed
Thermo Fisher Scientific Inc.883556102COM39,920$16,185,963dollars as filed
Amazon.com, Inc023135106COM73,673$16,163,119dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM90,179$15,996,853dollars as filed
Apple Inc037833100COM71,813$14,733,873dollars as filed
Visa Inc92826C839COM41,489$14,730,670dollars as filed
MasterCard, Inc57636Q104COM25,990$14,604,821dollars as filed
Berkshire Hathaway Inc084670702COM29,521$14,340,416dollars as filed
CSX Corporation126408103COM340,228$11,101,640dollars as filed
Oracle Corporation68389X105COM48,767$10,661,929dollars as filed
NU HLDGS LTDG6683N103ORD SHS CL A664,444$9,116,172dollars as filed
Danaher Corporation235851102COM39,767$7,855,574dollars as filed
SOFI TECHNOLOGIES INC COM83406F102Stock396,149$7,213,874dollars as filed
MERCADOLIBREINC58733R102STOK2,650$6,926,120dollars as filed
SOMNIGROUP INTERNATIONAL INC COM88023U101Stock92,435$6,290,201dollars as filed
Qualcomm Incorporated747525103COM17,454$2,779,724dollars as filed
OFFERPAD SOLUTIONS INC67623L307COM CL A1,379,507$1,255,351dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000950123-25-008090this filing2025-08-14acceptance time not in the bulk data set