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Kemnay Advisory Services Inc.

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13F filer, CIK 1555283, New York, NY

Kemnay Advisory Services Inc. reported $531,637,005 across 24 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 81.51% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000950123-25-005522

Period
2025-03-31
Reported value
$532M
Holdings
24
Top 10 weight
81.51%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TSMadded+101,532$16.9M
BRK-Badded+8,062$4.29M
TMOadded+8,407$4.18M
MSFTadded+10,658$4M
NVDAadded+30,764$3.33M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CRMexited-34,498-$11.5M
QCOMreduced-15,256-$2.34M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0000950123-25-005522, largest first. % of portfolio is the value over $531,637,005, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VNOVORNADO RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,834,481 shares; 2024Q4: 5,834,481 shares; 2025Q1: 5,834,481 shares 5,834,481$216M40.59%0Timeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869,500 shares; 2024Q4: 869,500 shares; 2025Q1: 869,500 shares 869,500$59.6M11.21%0Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,399 shares; 2024Q4: 232,346 shares; 2025Q1: 232,346 shares 232,346$40M7.53%0Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,478 shares; 2024Q4: 57,382 shares; 2025Q1: 158,914 shares 158,914$26.4M4.96%+101,532Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,238 shares; 2024Q4: 23,997 shares; 2025Q1: 32,059 shares 32,059$17.1M3.21%+8,062Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,103 shares; 2024Q4: 25,455 shares; 2025Q1: 33,862 shares 33,862$16.8M3.17%+8,407Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,658 shares; 2024Q4: 36,400 shares; 2025Q1: 43,540 shares 43,540$15.3M2.87%+7,140Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,575 shares; 2025Q1: 27,349 shares 27,349$15M2.82%+5,774Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,865 shares; 2024Q4: 27,149 shares; 2025Q1: 37,807 shares 37,807$14.2M2.67%+10,658Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,289 shares; 2024Q4: 55,492 shares; 2025Q1: 68,980 shares 68,980$13.1M2.47%+13,488Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,346 shares; 2024Q4: 64,925 shares; 2025Q1: 83,295 shares 83,295$13M2.45%+18,370Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,997 shares; 2024Q4: 20,222 shares; 2025Q1: 21,580 shares 21,580$12.4M2.34%+1,358Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,982 shares; 2024Q4: 79,592 shares; 2025Q1: 110,356 shares 110,356$12M2.25%+30,764Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,749 shares; 2024Q4: 276,649 shares; 2025Q1: 336,818 shares 336,818$9.91M1.86%+60,169Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,855 shares; 2024Q4: 159,029 shares; 2025Q1: 161,638 shares 161,638$9.68M1.82%+2,609Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,224 shares; 2024Q4: 33,933 shares; 2025Q1: 56,445 shares 56,445$7.89M1.48%+22,512Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,328 shares; 2024Q4: 28,365 shares; 2025Q1: 37,116 shares 37,116$7.61M1.43%+8,751Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,788 shares; 2024Q4: 59,794 shares; 2025Q1: 44,538 shares 44,538$6.84M1.29%-15,256Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 664,444 shares; 2025Q1: 664,444 shares 664,444$6.8M1.28%0Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,541 shares; 2024Q4: 2,241 shares; 2025Q1: 2,622 shares 2,622$5.12M0.96%+381Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,594 shares; 2024Q4: 50,118 shares; 2025Q1: 63,228 shares 63,228$2.99M0.56%+13,110Timeline
OPADOFFERPAD SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,379,507 shares; 2024Q4: 1,379,507 shares; 2025Q1: 1,379,507 shares 1,379,507$2.29M0.43%0Timeline
SOFISOFI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 94,356 shares 94,356$1.1M0.21%newTimeline
VACASA INCVACASA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,492 shares; 2024Q4: 126,492 shares; 2025Q1: 126,492 shares 126,492$681K0.13%0

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CRMSALESFORCE INC34,498$11.5Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000950123-25-005522 base2025-05-15acceptance time not in the bulk data set