Skip to content
Disclosery

Kemnay Advisory Services Inc.

Follow

13F filer, CIK 1555283, New York, NY

Kemnay Advisory Services Inc. reported $657,537,778 across 22 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13. Its ten largest share positions make up 80.24% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001193125-25-278728

Period
2025-09-30
Reported value
$658M
Holdings
22
Top 10 weight
80.24%
New
3
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
COFnew+78,740$16.7M
INTUnew+16,808$11.5M
MELIadded+1,588$3.71M
BRK-Badded+6,125$3.08M
JOBYnew+175,321$2.83M

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
MAexited-25,990-$14.6M
COINreduced-27,046-$9.13M
NUexited-664,444-$9.12M
ORCLreduced-31,134-$8.76M
SOFIexited-396,149-$7.21M

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, Q3 2025

Share positions as resolved from 13F-HR 0001193125-25-278728, largest first. % of portfolio is the value over $657,537,778, 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; 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; 2025Q3: 5,834,481 shares 5,834,481$236M35.96%0Timeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869,500 shares; 2024Q4: 869,500 shares; 2025Q1: 869,500 shares; 2025Q2: 869,500 shares; 2025Q3: 869,500 shares 869,500$69.7M10.61%0Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,399 shares; 2024Q4: 232,346 shares; 2025Q1: 232,346 shares; 2025Q2: 232,346 shares; 2025Q3: 205,300 shares 205,300$69.3M10.54%-27,046Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,478 shares; 2024Q4: 57,382 shares; 2025Q1: 158,914 shares; 2025Q2: 163,359 shares; 2025Q3: 149,692 shares 149,692$41.8M6.36%-13,667Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,346 shares; 2024Q4: 64,925 shares; 2025Q1: 83,295 shares; 2025Q2: 90,179 shares; 2025Q3: 82,439 shares 82,439$20.1M3.05%-7,740Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,103 shares; 2024Q4: 25,455 shares; 2025Q1: 33,862 shares; 2025Q2: 39,920 shares; 2025Q3: 39,920 shares 39,920$19.4M2.94%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,594 shares; 2024Q4: 50,118 shares; 2025Q1: 63,228 shares; 2025Q2: 71,813 shares; 2025Q3: 73,822 shares 73,822$18.8M2.86%+2,009Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,238 shares; 2024Q4: 23,997 shares; 2025Q1: 32,059 shares; 2025Q2: 29,521 shares; 2025Q3: 35,646 shares 35,646$17.9M2.73%+6,125Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,982 shares; 2024Q4: 79,592 shares; 2025Q1: 110,356 shares; 2025Q2: 112,213 shares; 2025Q3: 92,432 shares 92,432$17.2M2.62%-19,781Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,658 shares; 2024Q4: 36,400 shares; 2025Q1: 43,540 shares; 2025Q2: 41,489 shares; 2025Q3: 49,548 shares 49,548$16.9M2.57%+8,059Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,865 shares; 2024Q4: 27,149 shares; 2025Q1: 37,807 shares; 2025Q2: 33,648 shares; 2025Q3: 32,458 shares 32,458$16.8M2.56%-1,190Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,740 shares 78,740$16.7M2.55%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,289 shares; 2024Q4: 55,492 shares; 2025Q1: 68,980 shares; 2025Q2: 73,673 shares; 2025Q3: 73,914 shares 73,914$16.2M2.47%+241Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,997 shares; 2024Q4: 20,222 shares; 2025Q1: 21,580 shares; 2025Q2: 23,884 shares; 2025Q3: 21,550 shares 21,550$15.8M2.41%-2,334Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,749 shares; 2024Q4: 276,649 shares; 2025Q1: 336,818 shares; 2025Q2: 340,228 shares; 2025Q3: 340,228 shares 340,228$12.1M1.84%0Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,808 shares 16,808$11.5M1.75%newTimeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,541 shares; 2024Q4: 2,241 shares; 2025Q1: 2,622 shares; 2025Q2: 2,650 shares; 2025Q3: 4,238 shares 4,238$9.9M1.51%+1,588Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,328 shares; 2024Q4: 28,365 shares; 2025Q1: 37,116 shares; 2025Q2: 39,767 shares; 2025Q3: 49,190 shares 49,190$9.75M1.48%+9,423Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,855 shares; 2024Q4: 159,029 shares; 2025Q1: 161,638 shares; 2025Q2: 92,435 shares; 2025Q3: 89,505 shares 89,505$7.55M1.15%-2,930Timeline
OPADOFFERPAD SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,379,507 shares 1,379,507$5.75M0.87%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,224 shares; 2024Q4: 33,933 shares; 2025Q1: 56,445 shares; 2025Q2: 48,767 shares; 2025Q3: 17,633 shares 17,633$4.96M0.75%-31,134Timeline
JOBYJOBY AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175,321 shares 175,321$2.83M0.43%newTimeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
MAMASTERCARD INCORPORATED25,990$14.6Mshares
NUNU HLDGS LTD664,444$9.12Mshares
SOFISOFI TECHNOLOGIES INC396,149$7.21Mshares
QCOMQUALCOMM INC17,454$2.78Mshares

How Q3 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 0001193125-25-278728 base2025-11-13acceptance time not in the bulk data set