Kemnay Advisory Services Inc.
Follow13F filer, CIK 1555283, New York, NY
Kemnay Advisory Services Inc. reported $622,317,226 across 1,190 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 71.68% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001193125-26-225479
- Period
- 2026-03-31
- Reported value
- $622M
- Holdings
- 1,190
- Top 10 weight
- 71.68%
- New
- 456
- Sold out
- 128
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| EWJadded | +270,110 | $22.8M |
| INDAnew | +415,660 | $19.5M |
| FISadded | +234,824 | $11M |
| MSFTadded | +9,963 | $3.69M |
| AMZNadded | +10,986 | $2.29M |
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
| Security | Shares change | Approx. value |
|---|---|---|
| CSXreduced | -346,542 | -$14.2M |
| TSMreduced | -21,828 | -$7.38M |
| TMOreduced | -2,554 | -$1.26M |
| GOOGreduced | -2,693 | -$773K |
| METAreduced | -1,343 | -$768K |
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.
Back to all 1,190 share positions
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| JNJJOHNSON & JOHNSON | 1,040 | $215K | shares |
| IRMDIRADIMED CORP | 1,909 | $186K | shares |
| LQDTLIQUIDITY SVCS INC | 5,376 | $163K | shares |
| INDIVIOR PLCINDIVIOR PLC | 4,308 | $155K | shares |
| MDBMONGODB INC | 363 | $152K | shares |
| PENPENUMBRA INC | 449 | $140K | shares |
| WLDNWILLDAN GROUP INC | 1,324 | $137K | shares |
| PCORPROCORE TECHNOLOGIES INC | 1,744 | $127K | shares |
| FOLDAMICUS THERAPEUTIC | 8,767 | $125K | shares |
| PAYOPAYONEER GLOBAL INC | 21,609 | $121K | shares |
| ATRCATRICURE INC | 2,892 | $114K | shares |
| HALOHALOZYME THERAPEUTICS INC | 1,697 | $114K | shares |
| DLXDELUXE CORP MEDIUM TERM NTS | 5,096 | $114K | shares |
| NGSNATURAL GAS SVCS GROUP INC | 3,374 | $114K | shares |
| GTMZOOMINFO TECHNOLOGIES INC | 11,085 | $113K | shares |
| EBSEMERGENT BIOSOLUTIONS INC | 8,660 | $107K | shares |
| SGHTSIGHT SCIENCES INC | 13,475 | $107K | shares |
| ONTONTERRIS INC | 4,165 | $103K | shares |
| KWRQUAKER HOUGHTON | 737 | $101K | shares |
| THRTHERMON GROUP HLDGS INC | 2,626 | $97.6K | shares |
| NNNEXTNAV INC | 5,853 | $97.4K | shares |
| IDTIDT CORP | 1,883 | $96.4K | shares |
| PAXPATRIA INVESTMENTS LIMITED | 5,928 | $94.2K | shares |
| PFBCPREFERRED BK LOS ANGELES CA | 961 | $90.7K | shares |
| HLITHARMONIC INC | 9,080 | $89.8K | shares |
| HOPEHOPE BANCORP INC | 8,147 | $89.3K | shares |
| BRSLBRIGHTSTAR LOTTERY PLC | 5,767 | $89.3K | shares |
| NTGRNETGEAR INC | 3,615 | $88.7K | shares |
| HUCKHUCKLEBERRY AI INC | 10,451 | $88.1K | shares |
| SPGIS&P GLOBAL INC | 168 | $87.8K | shares |
| PWPPERELLA WEINBERG PARTNERS | 4,995 | $86.4K | shares |
| AUPHAURINIA PHARMACEUTICALS INC | 5,150 | $82.1K | shares |
| BKEBUCKLE INC | 1,506 | $80.5K | shares |
| AORTARTIVION INC | 1,743 | $79.5K | shares |
| LZLEGALZOOM COM INC | 7,415 | $73.6K | shares |
| MDPEDIATRIX MEDICAL GROUP INC | 3,322 | $71.1K | shares |
| CBZCBIZ INC | 1,400 | $70.6K | shares |
| KODKEASTMAN KODAK CO | 8,348 | $70.6K | shares |
| AMRCAMERESCO INC | 2,362 | $69.2K | shares |
| TWOTWO HARBORS INVENTMENT CORPO | 6,471 | $67.9K | shares |
| CMPRCIMPRESS PLC | 994 | $66.2K | shares |
| FWRGFIRST WATCH RESTAURANT GROUP | 4,353 | $65.6K | shares |
| EGANEGAIN CORP | 6,347 | $65.3K | shares |
| SONOSONOS INC | 3,667 | $64.4K | shares |
| FLNGFLEX LNG LTD | 2,565 | $64K | shares |
| MCFTMASTERCRAFT BOAT HLDGS INC | 3,320 | $62.8K | shares |
| OSGOCTAVE SPECIALTY GROUP INC | 8,059 | $62.7K | shares |
| HDSNHUDSON TECHNOLOGIES INC | 9,124 | $62.5K | shares |
| BLMNBLOOMIN BRANDS INC | 10,035 | $61.9K | shares |
| COLLCOLLEGIUM PHARMACEUTICAL INC | 1,322 | $61.2K | shares |
| CWANCLEARWATER ANALYTICS HLDGS I | 2,491 | $60.1K | shares |
| OMCLOMNICELL COM | 1,277 | $57.8K | shares |
| ARKOARKO CORP | 12,671 | $57.5K | shares |
| PIPRPIPER SANDLER COS | 167 | $56.7K | shares |
| PRSUPURSUIT ATTRACTIONS AND HOSP | 1,641 | $55.3K | shares |
| AMSFAMERISAFE INC | 1,393 | $53.5K | shares |
| PANLPANGAEA LOGISTICS SOLUTION L | 7,765 | $53.4K | shares |
| SIBNSI BONE INC | 2,706 | $53.4K | shares |
| GRNDGRINDR INC | 3,926 | $53.2K | shares |
| CNMDCONMED CORP | 1,281 | $52K | shares |
| CTRNCITI TRENDS INC | 1,230 | $51.1K | shares |
| CWCOCONSOLIDATED WATER CO INC | 1,444 | $51K | shares |
| CRNCCERENCE INC | 4,746 | $50.7K | shares |
| JOUTJOHNSON OUTDOORS INC | 1,174 | $49.8K | shares |
| AIOTPOWERFLEET INC | 9,083 | $48.3K | shares |
| MDXGMIMEDX GROUP INC | 7,078 | $47.9K | shares |
| ANIPANI PHARMACEUTICALS INC | 606 | $47.8K | shares |
| UFCSUNITED FIRE GROUP INC | 1,309 | $47.6K | shares |
| SFLSFL CORPORATION LTD | 6,072 | $47.4K | shares |
| AVPTAVEPOINT INC | 3,383 | $47K | shares |
| VMDVIEMED HEALTHCARE INC | 6,183 | $45.9K | shares |
| KSSKOHLS CORP | 2,247 | $45.9K | shares |
| FBRTFRANKLIN BSP RLTY TR INC | 4,433 | $44.5K | shares |
| CXMSPRINKLR INC | 5,647 | $43.9K | shares |
| SLABSILICON LABORATORIES INC | 336 | $43.9K | shares |
| ZIPZIPRECRUITER INC | 11,094 | $43.3K | shares |
| MITTTPG MTG INVTS TR INC | 4,745 | $40.4K | shares |
| RYZRYERSON HLDG CORP | 1,598 | $40.2K | shares |
| ACTENACT HLDGS INC | 958 | $38K | shares |
| PRCHPORCH GROUP INC | 4,148 | $37.9K | shares |
| AGNTAGNT INC | 4,137 | $37.4K | shares |
| BLFSBIOLIFE SOLUTIONS INC | 1,467 | $35.5K | shares |
| CSTLCASTLE BIOSCIENCES INC | 889 | $34.6K | shares |
| TNKTEEKAY TANKERS LTD | 623 | $33.3K | shares |
| LGIHLGI HOMES INC | 754 | $32.4K | shares |
| TRTXTPG RE FIN TR INC | 3,476 | $29.9K | shares |
| TTAMTITAN AMER SA | 1,815 | $29.9K | shares |
| TGLSTECNOGLASS INC | 551 | $27.7K | shares |
| OPRTOPORTUN FINL CORP | 5,225 | $27.6K | shares |
| ANGOANGIODYNAMICS INC | 2,141 | $27.5K | shares |
| TPBTURNING PT BRANDS INC | 251 | $27.2K | shares |
| AOMRANGEL OAK MORTGAGE REIT INC | 3,003 | $25.9K | shares |
| SMBKSMARTFINANCIAL INC | 664 | $24.6K | shares |
| LYTSLSI INDS INC OHIO | 1,333 | $24.4K | shares |
| ELMDELECTROMED INC | 773 | $22.5K | shares |
| APLDAPPLIED DIGITAL CORP | 897 | $22K | shares |
| AVNWAVIAT NETWORKS INC | 959 | $20.5K | shares |
| ECPGENCORE CAP GROUP INC | 377 | $20.5K | shares |
| CEVACEVA INC | 933 | $20.1K | shares |
| FTREFORTREA HLDGS INC | 1,065 | $18.4K | shares |
| HAFCHANMI FINL CORP | 642 | $17.4K | shares |
| ATNIATN INTL INC | 750 | $17.1K | shares |
| FVRFRONTVIEW REIT INC | 1,151 | $17K | shares |
| GBTGGLOBAL BUSINESS TRAVEL GROUP | 2,214 | $16.9K | shares |
| ARDXARDELYX INC | 2,621 | $15.3K | shares |
| AHCOADAPTHEALTH CORP | 1,520 | $15.1K | shares |
| OIO-I GLASS INC | 958 | $14.1K | shares |
| NUSNU SKIN ENTERPRISES INC | 1,468 | $14.1K | shares |
| ALCOALICO INC | 336 | $12.2K | shares |
| ACLXARCELLX INC | 179 | $11.7K | shares |
| KEKIMBALL ELECTRONICS INC | 398 | $11.1K | shares |
| TEAMATLASSIAN CORPORATION | 66 | $10.7K | shares |
| NDSNNORDSON CORP | 43 | $10.3K | shares |
| PMTPENNYMAC MTG INVT TR | 800 | $10K | shares |
| ZZILLOW GROUP INC | 144 | $9.82K | shares |
| WGSGENEDX HOLDINGS CORP | 75 | $9.76K | shares |
| SHLSSHOALS TECHNOLOGIES GROUP IN | 1,017 | $8.64K | shares |
| VALVALARIS LTD | 167 | $8.42K | shares |
| HAPNHAPPEN INC | 436 | $8.26K | shares |
| LFCRLIFECORE BIOMEDICAL INC | 975 | $7.98K | shares |
| GDDYGODADDY INC | 60 | $7.45K | shares |
| ACICAMERICAN COASTAL INS CORP | 547 | $6.91K | shares |
| KREFKKR REAL ESTATE FIN TR INC | 835 | $6.86K | shares |
| CRVLCORVEL CORP | 95 | $6.43K | shares |
| SSNCSS&C TECH HLDGS | 72 | $6.29K | shares |
| IONSIONIS PHARMACEUTICALS INC | 71 | $5.62K | shares |
| HEIHEICO CORP NEW | 17 | $5.5K | shares |
| USLMUNITED STS LIME & MINERALS I | 42 | $5.03K | shares |
How Q1 2026 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).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001193125-26-225479 | base | 2026-05-15 | acceptance time not in the bulk data set |