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Kemnay Advisory Services Inc.

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13F filer, CIK 1555283, New York, NY

Kemnay Advisory Services Inc. reported $628,781,325 across 23 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 80.66% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000950123-25-008090

Period
2025-06-30
Reported value
$629M
Holdings
23
Top 10 weight
80.66%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SOFIadded+301,793$5.5M
TMOadded+6,058$2.46M
AAPLadded+8,585$1.76M
METAadded+2,304$1.7M
GOOGadded+6,884$1.22M

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
SGIreduced-69,203-$4.71M
QCOMreduced-27,084-$4.31M
MSFTreduced-4,159-$2.07M
ORCLreduced-7,678-$1.68M
BRK-Breduced-2,538-$1.23M

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, Q2 2025

Share positions as resolved from 13F-HR 0000950123-25-008090, largest first. % of portfolio is the value over $628,781,325, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,834,481 shares; 2024Q4: 5,834,481 shares; 2025Q1: 5,834,481 shares; 2025Q2: 5,834,481 shares 5,834,481$223M35.48%0Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,399 shares; 2024Q4: 232,346 shares; 2025Q1: 232,346 shares; 2025Q2: 232,346 shares 232,346$81.4M12.95%0Timeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869,500 shares; 2024Q4: 869,500 shares; 2025Q1: 869,500 shares; 2025Q2: 869,500 shares 869,500$65.2M10.37%0Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,478 shares; 2024Q4: 57,382 shares; 2025Q1: 158,914 shares; 2025Q2: 163,359 shares 163,359$37M5.88%+4,445Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,982 shares; 2024Q4: 79,592 shares; 2025Q1: 110,356 shares; 2025Q2: 112,213 shares 112,213$17.7M2.82%+1,857Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,997 shares; 2024Q4: 20,222 shares; 2025Q1: 21,580 shares; 2025Q2: 23,884 shares 23,884$17.6M2.8%+2,304Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,865 shares; 2024Q4: 27,149 shares; 2025Q1: 37,807 shares; 2025Q2: 33,648 shares 33,648$16.7M2.66%-4,159Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,103 shares; 2024Q4: 25,455 shares; 2025Q1: 33,862 shares; 2025Q2: 39,920 shares 39,920$16.2M2.57%+6,058Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,289 shares; 2024Q4: 55,492 shares; 2025Q1: 68,980 shares; 2025Q2: 73,673 shares 73,673$16.2M2.57%+4,693Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,346 shares; 2024Q4: 64,925 shares; 2025Q1: 83,295 shares; 2025Q2: 90,179 shares 90,179$16M2.54%+6,884Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,594 shares; 2024Q4: 50,118 shares; 2025Q1: 63,228 shares; 2025Q2: 71,813 shares 71,813$14.7M2.34%+8,585Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,658 shares; 2024Q4: 36,400 shares; 2025Q1: 43,540 shares; 2025Q2: 41,489 shares 41,489$14.7M2.34%-2,051Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,575 shares; 2025Q1: 27,349 shares; 2025Q2: 25,990 shares 25,990$14.6M2.32%-1,359Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,238 shares; 2024Q4: 23,997 shares; 2025Q1: 32,059 shares; 2025Q2: 29,521 shares 29,521$14.3M2.28%-2,538Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,749 shares; 2024Q4: 276,649 shares; 2025Q1: 336,818 shares; 2025Q2: 340,228 shares 340,228$11.1M1.77%+3,410Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,224 shares; 2024Q4: 33,933 shares; 2025Q1: 56,445 shares; 2025Q2: 48,767 shares 48,767$10.7M1.7%-7,678Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 664,444 shares; 2025Q1: 664,444 shares; 2025Q2: 664,444 shares 664,444$9.12M1.45%0Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,328 shares; 2024Q4: 28,365 shares; 2025Q1: 37,116 shares; 2025Q2: 39,767 shares 39,767$7.86M1.25%+2,651Timeline
SOFISOFI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 94,356 shares; 2025Q2: 396,149 shares 396,149$7.21M1.15%+301,793Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,541 shares; 2024Q4: 2,241 shares; 2025Q1: 2,622 shares; 2025Q2: 2,650 shares 2,650$6.93M1.1%+28Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,855 shares; 2024Q4: 159,029 shares; 2025Q1: 161,638 shares; 2025Q2: 92,435 shares 92,435$6.29M1%-69,203Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,788 shares; 2024Q4: 59,794 shares; 2025Q1: 44,538 shares; 2025Q2: 17,454 shares 17,454$2.78M0.44%-27,084Timeline
OPADOFFERPAD SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,379,507 shares; 2024Q4: 1,379,507 shares; 2025Q1: 1,379,507 shares; 2025Q2: 1,379,507 shares 1,379,507$1.26M0.2%0Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
VACASA INCVACASA INC126,492$681Kshares

How Q2 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 0000950123-25-008090 base2025-08-14acceptance time not in the bulk data set