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13F-HR filed by Kemnay Advisory Services Inc.

Kemnay Advisory Services Inc. filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 1,190 holding rows worth $622,317,226.

Accession
0001193125-26-225479
Filed
2026-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 1,190 entries on the cover page, a total value of $622,317,226 stated on the cover page (in dollars after the unit check, H1), rows summing to $622,317,226 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
CINCINNATI FINL CORP COM172062101Stock62$9,756dollars as filed
BLACKBAUD INC COM09227Q100Stock252$9,730dollars as filed
STEEL DYNAMICS INC COM858119100Stock54$9,720dollars as filed
DEXCOM INC COM252131107Stock154$9,671dollars as filed
BANCORP INC DEL05969A105COM180$9,671dollars as filed
PPG INDS INC COM693506107Stock90$9,619dollars as filed
REGIONAL MANAGEMENT CORP75902K106COMMON STOCK297$9,578dollars as filed
MARKELGROUPINC570535104STOK5$9,570dollars as filed
XYLEM INC COM98419M100Stock80$9,560dollars as filed
TRACTOR SUPPLY CO COM892356106Stock211$9,558dollars as filed
ENERPAC TOOL GROUP CORP CL A COM292765104Stock262$9,555dollars as filed
CMS ENERGY CORP COM125896100Stock123$9,542dollars as filed
EXPRO GROUP HOLDINGS NVN3144W105COMMON STOCK547$9,523dollars as filed
AXONENTERPRISEINC05464C101STOK22$9,343dollars as filed
OMNICOM GROUP INC COM681919106Stock124$9,338dollars as filed
BENTLEY SYS INC COM CL B08265T208Stock261$9,166dollars as filed
AVALONBAY CMNTYS INC COM053484101REIT56$9,148dollars as filed
MAZE THERAPEUTICS INC COM578784100Stock306$9,134dollars as filed
RAYMOND JAMES FINL INC COM754730109Stock63$9,122dollars as filed
PULTE GROUP INC COM745867101Stock77$9,056dollars as filed
REGIONS FINANCIAL CORP NEW COM7591EP100Stock346$9,038dollars as filed
DARDEN RESTAURANTS INC COM237194105Stock46$9,018dollars as filed
NISOURCE INC COM65473P105Stock192$8,959dollars as filed
NORTHERN TR CORP COM665859104Stock64$8,932dollars as filed
TUTOR PERINI CORP901109108COM115$8,877dollars as filed
CHURCH & DWIGHT CO INC COM171340102Stock95$8,865dollars as filed
MAGNITE INC COM55955D100Stock742$8,815dollars as filed
EQUITY RESIDENTIAL29476L107SH BEN INT149$8,813dollars as filed
LABCORP HOLDINGS INC COM SHS504922105Stock33$8,805dollars as filed
STRATEGIC ED INC COM86272C103Stock106$8,794dollars as filed
ARRAY TECHNOLOGIES, INC.04271T100COM SHS1,212$8,763dollars as filed
AGILYSYS INC00847J105COM123$8,750dollars as filed
ARES MANAGEMENT CORPORATION CL A COM STK03990B101Stock80$8,728dollars as filed
WAVE LIFE SCIENCES LTD SHSY95308105Stock1,201$8,707dollars as filed
AST SPACEMOBILE INC COM CL A00217D100Stock105$8,701dollars as filed
ROYAL GOLD INC780287108COM34$8,653dollars as filed
STERIS PLC SHS USDG8473T100Stock39$8,624dollars as filed
QUEST DIAGNOSTICS INC COM74834L100Stock44$8,623dollars as filed
VERALTO CORP COM SHS92338C103Stock96$8,488dollars as filed
CHARTER COMMUNICATIONS INC N16119P108COM39$8,419dollars as filed
SMURFIT WESTROCK PLC SHSG8267P108Stock210$8,369dollars as filed
HUMANA INC COM444859102Stock48$8,323dollars as filed
LYONDELLBASELL INDUSTRIES NV SHS - A -N53745100Stock103$8,298dollars as filed
UNIVERSAL TECHNICAL INST INC913915104COM228$8,231dollars as filed
DIGI INTL INC253798102COM169$8,146dollars as filed
BUNGE GLOBAL SA COM SHSH11356104Stock64$8,141dollars as filed
DOVER CORP COM260003108Stock39$8,130dollars as filed
DOLLAR TREE INC COM256746108Stock74$8,104dollars as filed
CONSTELLATION BRANDS INC CL A21036P108Stock54$8,100dollars as filed
NETAPP INC COM64110D104Stock79$8,089dollars as filed
FIRST SOLAR INC COM336433107Stock41$8,088dollars as filed
COHU INC192576106COM264$8,084dollars as filed
CF INDUSTRIES HOLD COM125269100Stock62$8,050dollars as filed
GENERAL MILLS INC COM370334104Stock214$7,965dollars as filed
MFA FINL INC COM55272X607REIT829$7,942dollars as filed
ALBEMARLE CORP012653101COM44$7,899dollars as filed
BLOCK INC CL A852234103Stock131$7,884dollars as filed
PRINCIPAL FINANCIAL GROUP INC COM74251V102Stock87$7,840dollars as filed
C H ROBINSON WORLDWIDE IN COM NEW12541W209Stock47$7,805dollars as filed
INTERACTIVE BROKERS GROUP INC COM CL A45841N107Stock116$7,780dollars as filed
SELECT WATER SOLUTIONS INC81617J301CL A COM508$7,772dollars as filed
PRICE T ROWE GROUP INC COM74144T108Stock86$7,752dollars as filed
US FOODS HLDG CORP COM912008109Stock84$7,746dollars as filed
KRAFT HEINZ CO COM500754106Stock343$7,714dollars as filed
BROWN & BROWN INC COM115236101Stock118$7,695dollars as filed
ZOOM COMMUNICATIONS INC CL A98980L101Stock95$7,637dollars as filed
EXPEDITORS INTL WASH INC COM302130109Stock53$7,591dollars as filed
INTERNATIONAL PAPER CO COM460146103Stock212$7,568dollars as filed
GAP INC COM364760108Stock312$7,550dollars as filed
WAYFAIR INC94419L101CL A100$7,521dollars as filed
DUPONT DE NEMOURS INC COM26614N102Stock164$7,511dollars as filed
BURLINGTON STORES INC COM122017106Stock23$7,484dollars as filed
LIBERTY MEDIA CORP DEL COM LBTY ONE S C531229755Stock88$7,482dollars as filed
MODERNA INC60770K107COM147$7,468dollars as filed
EVERPURE INC CL A74624M102Stock126$7,439dollars as filed
ROYALTY PHARMA PLCG7709Q104SHS CLASS A155$7,435dollars as filed
PACKAGING CORP AMER COM695156109Stock35$7,428dollars as filed
AMCOR PLCg0250x149COM NEW186$7,394dollars as filed
ALLIANT ENERGY CORP COM018802108Stock103$7,391dollars as filed
EVERGY INC COM30034W106Stock90$7,373dollars as filed
REVOLUTION MEDICINES INC COM76155X100Stock75$7,294dollars as filed
BERKLEY W R CORP COM084423102Stock110$7,291dollars as filed
WEST PHARMACEUTICAL SVSC INC COM955306105Stock29$7,269dollars as filed
SNAP ON INC COM833034101Stock20$7,264dollars as filed
LOEWS CORP COM540424108Stock68$7,258dollars as filed
CENTURY COMMUNITIES INC.156504300COM126$7,230dollars as filed
SBA COMMUNICATIONS CORP CL A78410G104REIT42$7,229dollars as filed
LENNAR CORP CL A526057104Stock83$7,208dollars as filed
INTERNATIONAL FLAVORS&FRAGRANC COM459506101Stock99$7,182dollars as filed
EXTREME NETWORKS INC30226D106COM476$7,178dollars as filed
ZIMMER BIOMET HOLDINGS INC COM98956P102Stock79$7,143dollars as filed
TYSON FOODS INC CL A902494103Stock111$7,112dollars as filed
NELNET INC64031N108CL A55$7,093dollars as filed
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS113004105Stock159$7,068dollars as filed
ROCKETLABCORPCLASSCLASSA773121108STOK110$7,064dollars as filed
STARZ ENTERTAINMENT CORP855919106COMMON STOCK614$7,061dollars as filed
WEYERHAEUSER CO COM NEW962166104REIT289$7,060dollars as filed
HP INC COM40434L105Stock367$7,050dollars as filed
LAUDER ESTEE COS INC CL A518439104Stock98$7,033dollars as filed
ALCOA CORP COM013872106Stock106$7,031dollars as filed
WORTHINGTON STL INC982104101COM SHS226$6,859dollars as filed
FIVE BELOW INC COM33829M101Stock30$6,854dollars as filed
EQUIFAX INC COM294429105Stock38$6,843dollars as filed
ULTA BEAUTY INC COM90384S303Stock13$6,795dollars as filed
OVINTIV INC69047Q102COM114$6,767dollars as filed
COSTAR GROUP INC COM22160N109Stock167$6,737dollars as filed
NCINO INC63947X101COM449$6,726dollars as filed
GENCO SHIPPING TRADING LTDY2685T131COMMON STOCK298$6,720dollars as filed
TSS INC87288V101COMMON STOCK515$6,700dollars as filed
VOYA FINANCIAL INC COM929089100Stock98$6,695dollars as filed
FORTIVE CORP COM34959J108Stock121$6,689dollars as filed
ROLLINS INC COM775711104Stock125$6,676dollars as filed
RB GLOBAL INC COM74935Q107Stock69$6,614dollars as filed
PERMIAN RESOURCES CORP CLASS A COM71424F105Stock310$6,609dollars as filed
NVR INC COM62944T105Stock1$6,590dollars as filed
AKAMAI TECHNOLOGIES INC COM00971T101Stock57$6,546dollars as filed
KEYCORP COM493267108Stock326$6,536dollars as filed
KAISER ALUMINUM CORP483007704COM PAR $0.0154$6,508dollars as filed
CENTENE CORP DEL COM15135B101Stock197$6,450dollars as filed
RELIANCE INC759509102COM21$6,382dollars as filed
THE REALREAL INC88339P101COM702$6,374dollars as filed
BROADRIDGE FINL SOLUTIONS INC COM11133T103Stock39$6,337dollars as filed
BALL CORP058498106COM107$6,325dollars as filed
REDWIRE CORPORATION75776W103COM744$6,324dollars as filed
INCYTE CORP COM45337C102Stock67$6,306dollars as filed
ESSEX PPTY TR INC COM297178105REIT26$6,292dollars as filed
VIATRIS INC COM92556V106Stock460$6,215dollars as filed
SAFEHOLD INC78646V107COM459$6,210dollars as filed
SUN CMNTYS INC COM866674104REIT49$6,172dollars as filed
ANNALY CAPITAL MANAGEMENT INC COM NEW035710839REIT289$6,112dollars as filed
F5 INC COM315616102Stock21$6,076dollars as filed
WP CAREY INC COM92936U109REIT89$6,048dollars as filed
APA CORPORATION COM03743Q108Stock142$6,026dollars as filed
KIMCO REALTY CORP COM49446R109REIT268$6,022dollars as filed
LPL FINL HLDGS INC COM50212V100Stock20$6,017dollars as filed
CECO ENVIRONMENTAL CORP125141101COM100$5,958dollars as filed
GENUINE PARTS CO COM372460105Stock56$5,922dollars as filed
APTIV PLCG3265R107COM SHS85$5,902dollars as filed
INSULET CORP COM45784P101Stock28$5,876dollars as filed
SOUTHERN COPPER CORP84265V105COM34$5,850dollars as filed
TYLER TECHNOLOGIES INC COM902252105Stock17$5,820dollars as filed
FLUTTER ENTMT PLC SHSG3643J108Stock57$5,811dollars as filed
BANKWELL FINL GROUP INC06654A103COM119$5,774dollars as filed
TALEN ENERGY CORP COM87422Q109Stock18$5,746dollars as filed
MID AMERICA APARTMENT COMMUNITIES INC.59522J103Common Stock, par value $0.01 per share47$5,740dollars as filed
REDWOOD TRUST INC758075402COM1,020$5,722dollars as filed
INVITATION HOMES INC COM46187W107REIT230$5,716dollars as filed
ASTERA LABS INC COM04626A103COM52$5,699dollars as filed
PDF SOLUTIONS INC693282105COMMON STOCK171$5,593dollars as filed
RIVIAN AUTOMOTIVE INC COM CL A76954A103Stock368$5,538dollars as filed
REGENCY CTRS CORP COM758849103REIT73$5,523dollars as filed
DT MIDSTREAM INC COMMON STOCK23345M107Stock41$5,521dollars as filed
JONES LANG LASALLE INC COM48020Q107Stock18$5,478dollars as filed
ROCKET COS INC77311W101COM CL A381$5,429dollars as filed
TRADEWEB MKTS INC CL A892672106Stock46$5,412dollars as filed
INVESCO MORTGAGE CAPITAL INC COM46131B704REIT668$5,397dollars as filed
AVERY DENNISON CORP COM053611109Stock31$5,353dollars as filed
OKTAINCCLASSA679295105STOK68$5,352dollars as filed
REINSURANCE GROUP AMER INC COM NEW759351604Stock26$5,308dollars as filed
LAS VEGAS SANDS CORP COM517834107Stock98$5,280dollars as filed
PTC INC COM69370C100Stock37$5,272dollars as filed
NEUROCRINE BIOSCIENCES INC64125C109COM40$5,270dollars as filed
HASBRO INC COM418056107Stock56$5,242dollars as filed
CORPAY INC COM SHS219948106Stock18$5,238dollars as filed
EVEREST GROUP LTD COMG3223R108Stock16$5,230dollars as filed
OMEGA HEALTHCARE INVS INC COM681936100REIT119$5,215dollars as filed
NVENT ELEC PLC SHSG6700G107Stock44$5,204dollars as filed
ZSCALERINC98980G102STOK37$5,191dollars as filed
MCCORMICK & CO INC COM NON VTG579780206Stock102$5,145dollars as filed
WILLIAMS SONOMA INC COM969904101Stock28$5,105dollars as filed
WATSCO INC COM942622200Stock14$5,093dollars as filed
RPM INTL INC COM749685103Stock51$5,069dollars as filed
REGAL REXNORD CORPORATION758750103COM27$5,056dollars as filed
RENAISSANCERE HLDGS LTD COMG7496G103Stock17$5,053dollars as filed
TKO GROUP HOLDINGS INC CL A87256C101Stock25$5,041dollars as filed
CLOROX CO DEL189054109COM48$4,974dollars as filed
INTERFACE INC458665304COM199$4,959dollars as filed
RLJ LODGING TR COM74965L101REIT667$4,949dollars as filed
ANTERO RESOURCES CORP COM03674X106Stock116$4,923dollars as filed
GLOBAL PMTS INC37940X102COM73$4,913dollars as filed
GAMING & LEISURE P COM36467J108REIT109$4,836dollars as filed
EQUITY LIFESTYLE PROPERTIES COM29472R108REIT77$4,806dollars as filed
UNITED AIRLS HLDGS INC COM910047109Stock52$4,788dollars as filed
EL POLLO LOCO HOLDINGS INC268603107COMMON STOCK345$4,782dollars as filed
SUPER MICRO COMPUTER INC86800U302COM NEW208$4,736dollars as filed
QXO INC COM NEW82846H405Stock243$4,719dollars as filed
ELANCO ANIMAL HEALTH INC COM28414H103Stock197$4,714dollars as filed
LEIDOS HOLDINGS INC COM525327102Stock30$4,666dollars as filed
HEALTHPEAK PROPERTIES INC COM42250P103REIT279$4,584dollars as filed
DAVE INC23834J201CLASS A COM NEW24$4,178dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001193125-26-225479this filing2026-05-15acceptance time not in the bulk data set