Skip to content

Kemnay Advisory Services Inc.

Follow

13F filer, CIK 1555283, New York, NY

Kemnay Advisory Services Inc. reported $791,482,555 across 1,169 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 74.74% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001193125-26-350683

Period
2026-06-30
Reported value
$791M
Holdings
1,169
Top 10 weight
74.74%
New
198
Sold out
219

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MAadded+53,300$27.4M
BRK-Badded+18,823$9.42M
METAadded+15,526$8.75M
Vadded+24,302$8.34M
GWREadded+66,510$8.18M

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
INDAexited-415,660-$19.5M
SPYexited-26,286-$17.1M
INTUreduced-20,901-$5.46M
OPADexited-1,379,507-$904K
CRDOreduced-1,074-$292K

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 1,169 share positions

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
INDAISHARES TR415,660$19.5Mshares
SPYSTATE STR SPDR S&P 500 ETF T26,286$17.1Mshares
OPADOFFERPAD SOLUTIONS INC1,379,507$904Kshares
FNFABRINET316$165Kshares
CLHCLEAN HARBORS INC554$159Kshares
SFSTIFEL FINL CORP1,920$142Kshares
MANMANPOWERGROUP INC WIS4,805$142Kshares
WWDWOODWARD INC392$140Kshares
CCLCARNIVAL CORP5,212$135Kshares
STRLSTERLING INFRASTRUCTURE INC291$119Kshares
SOFISOFI TECHNOLOGIES INC7,301$116Kshares
NXTNEXTPOWER INC960$116Kshares
ECHOECHOSTAR CORP968$113Kshares
ASTEASTEC INDS INC2,051$110Kshares
PLOWDOUGLAS DYNAMICS INC2,622$110Kshares
XERSXERIS BIOPHARMA HOLDINGS INC18,359$106Kshares
BBIOBRIDGEBIO PHARMA INC1,350$100Kshares
OISOIL STS INTL INC8,432$98.1Kshares
RAMPLIVERAMP HLDGS INC3,651$96.8Kshares
MATVMATIV HOLDINGS INC9,728$84.6Kshares
HLHECLA MINING COMPANY4,510$84Kshares
OOMAOOMA INC5,683$82.7Kshares
RDVTRED VIOLET INC2,384$82.5Kshares
MGMISTRAS GROUP INC5,550$82Kshares
MDGLMADRIGAL PHARMACEUTICALS INC155$81.1Kshares
KTOSKRATOS DEFENSE & SEC SOLUTIO1,149$81Kshares
CACCAMDEN NATL CORP1,634$77.5Kshares
IONQIONQ INC2,616$75.4Kshares
CDECOEUR MNG INC3,931$73.8Kshares
AEISADVANCED ENERGY INDS219$70.7Kshares
MODMODINE MFG CO324$70.2Kshares
HBNCHORIZON BANCORP IND4,016$66.5Kshares
SWBISMITH & WESSON BRANDS INC4,609$66Kshares
ACDCPROFRAC HLDG CORP10,342$64.1Kshares
RMBSRAMBUS INC DEL730$62.8Kshares
ARWRARROWHEAD PHARMACEUTICALS IN998$62.6Kshares
SWIMLATHAM GROUP INC11,626$62.4Kshares
HCSGHEALTHCARE SVCS GROUP INC3,364$62.4Kshares
LINDLINDBLAD EXPEDITIONS HLDGS I3,595$62.2Kshares
BKTIBK TECHNOLOGIES CORPORATION825$61.6Kshares
AHRAMERICAN HEALTHCARE REIT INC1,289$60.8Kshares
NPCENEUROPACE INC4,522$59.5Kshares
AXSMAXSOME THERAPEUTICS INC.337$57Kshares
HIPOHIPPO HLDGS INC2,173$56.6Kshares
SPXCSPX TECHNOLOGIES INC276$55.2Kshares
OKLOOKLO INC1,089$54Kshares
PAHCPHIBRO ANIMAL HEALTH CORP956$52.9Kshares
DYDYCOM INDS INC154$52.2Kshares
ETNEATON CORP PLC144$51.5Kshares
TRUPTRUPANION INC1,973$50.5Kshares
ALNTALLIENT INC848$50.1Kshares
HONHONEYWELL INTL INC207$46.8Kshares
AVAVAEROVIRONMENT INC254$46.5Kshares
TERNTERNS PHARMACEUTICALS INC865$45.6Kshares
NUVLNUVALENT INC445$45.6Kshares
LELANDS END INC NEW4,054$45.6Kshares
PLPLANET LABS PBC1,625$45.4Kshares
KIDSORTHOPEDIATRICS CORP2,859$45.4Kshares
WTSWATTS WATER TECHNOLOGIES INC156$45.3Kshares
MYEMYERS INDS INC2,137$45.3Kshares
AAOIAPPLIED OPTOELECTRONICS INC516$43.6Kshares
INTAINTAPP INC1,671$42.9Kshares
SANMSANMINA CORP317$41.1Kshares
CHRDCHORD ENERGY CORPORATION281$40Kshares
DOCNDIGITALOCEAN HLDGS INC465$39.9Kshares
FIGSFIGS INC2,576$38Kshares
WULFTERAWULF INC2,541$36.7Kshares
PGNYPROGYNY INC2,152$36.5Kshares
APGEAPOGEE THERAPEUTICS INC430$36.2Kshares
STGWSTAGWELL INC5,709$35.9Kshares
MNROMONRO INC2,182$35Kshares
PRIMPRIMORIS SVCS CORP244$34.9Kshares
TMHCTAYLOR MORRISON HOME CORP598$34.8Kshares
BPOPPOPULAR INC247$33.1Kshares
ILMNILLUMINA INC264$32.5Kshares
IBEXIBEX LTD1,194$32Kshares
CRSRCORSAIR GAMING INC5,581$31Kshares
HLFHERBALIFE LTD2,073$30.5Kshares
HIIHUNTINGTON INGALLS INDS INC79$30Kshares
BFAMBRIGHT HORIZONS FAM SOL IN D352$28.9Kshares
NVECNVE CORP434$28.4Kshares
EVREVERCORE INC94$28.1Kshares
GSATGLOBALSTAR INC420$27.9Kshares
NVSTENVISTA HOLDINGS CORPORATION1,063$27Kshares
VIKVIKING HOLDINGS LTD350$25.7Kshares
FICOFAIR ISAAC CORP24$25.6Kshares
ACAARCOSA INC241$25.6Kshares
DECKDECKERS OUTDOOR CORP250$25Kshares
NKENIKE INC465$24.6Kshares
ALGNALIGN TECHNOLOGY INC143$24.5Kshares
VICRVICOR CORP152$24.5Kshares
GFSGLOBALFOUNDRIES INC546$24.3Kshares
ICFIICF INTL INC368$24Kshares
FRSHFRESHWORKS INC2,962$23.8Kshares
CPRXCATALYST PHARMACEUTICALS INC951$23.5Kshares
ACHRARCHER AVIATION INC4,499$23.3Kshares
FLEXFLEX LTD355$23.2Kshares
IOTSAMSARA INC720$22.8Kshares
THCTENET HEALTHCARE CORP117$22.1Kshares
DDOMINION ENERGY INC354$21.9Kshares
ONONON HLDG AG612$20.8Kshares
VFCV F CORP1,194$20.3Kshares
ALGMALLEGRO MICROSYSTEMS INC634$20Kshares
FOXAFOX CORP338$19.7Kshares
HEI-AHEICO CORP NEW92$19.4Kshares
FETFORUM ENERGY TECHNOLOGIES IN328$19.2Kshares
AEOAMERICAN EAGLE OUTFITTERS IN1,148$19.2Kshares
IESCIES HOLDINGS INC40$19.1Kshares
VREXVAREX IMAGING CORP1,776$18.8Kshares
PRAAPRA GROUP INC1,028$18Kshares
OPFIOPPFI INC2,207$17Kshares
SOCSABLE OFFSHORE CORP1,012$16.7Kshares
ADSKAUTODESK INC69$16.5Kshares
MSTRSTRATEGY INC126$15.7Kshares
SPTSPROUT SOCIAL INC2,681$15.3Kshares
CCKCROWN HLDGS INC152$15.2Kshares
CAPRCAPRICOR THERAPEUTICS INC501$15.2Kshares
MPMP MATERIALS CORP301$14.5Kshares
ROPROPER TECHNOLOGIES INC41$14.5Kshares
WTFCWINTRUST FINL CORP102$14.2Kshares
AMPLAMPLITUDE INC2,023$13.8Kshares
SLNOSOLENO THERAPEUTICS INC412$13.8Kshares
PAGSPAGSEGURO DIGITAL LTD1,355$13.6Kshares
ADUSADDUS HOMECARE CORP142$13.3Kshares
PRGSPROGRESS SOFTWARE CORP513$13.2Kshares
CPRICAPRI HOLDINGS LIMITED740$13Kshares
AMPXAMPRIUS TECHNOLOGIES INC765$12.9Kshares
OMFONEMAIN HLDGS INC240$12.8Kshares
SNXTD SYNNEX CORPORATION73$12.3Kshares
SPSCSPS COMM INC216$12Kshares
BLBLACKLINE INC324$12Kshares
QCRHQCR HLDGS INC138$11.8Kshares
CTSHCOGNIZANT TECHNOLOGY SOLUTIO192$11.8Kshares
VRRMVERRA MOBILITY CORP813$11.6Kshares
CVNACARVANA CO36$11.3Kshares
CNMCORE & MAIN INC229$11.3Kshares
IOVAIOVANCE BIOTHERAPEUTICS INC3,168$11.1Kshares
HURNHURON CONSULTING GROUP INC87$11.1Kshares
EYENATIONAL VISION HLDGS INC416$10.8Kshares
WRBYWARBY PARKER INC507$10.7Kshares
TNDMTANDEM DIABETES CARE INC538$10.3Kshares
WDAYWORKDAY INC78$10.1Kshares
EVTCEVERTEC INC353$9.96Kshares
BLKBBLACKBAUD INC252$9.73Kshares
RMREGIONAL MGMT CORP297$9.58Kshares
TSCOTRACTOR SUPPLY CO211$9.56Kshares
XPROEXPRO GROUP HOLDINGS NV547$9.52Kshares
AXONAXON ENTERPRISE INC22$9.34Kshares
AVBAVALONBAY CMNTYS INC56$9.15Kshares
MAZEMAZE THERAPEUTICS INC306$9.13Kshares
DRIDARDEN RESTAURANTS INC46$9.02Kshares
LHLABCORP HOLDINGS INC33$8.8Kshares
STRASTRATEGIC ED INC106$8.79Kshares
ARRYARRAY TECHNOLOGIES INC1,212$8.76Kshares
WVEWAVE LIFE SCIENCES LTD1,201$8.71Kshares
ASTSAST SPACEMOBILE INC105$8.7Kshares
DGXQUEST DIAGNOSTICS INC44$8.62Kshares
CHTRCHARTER COMMUNICATIONS INC39$8.42Kshares
CFCF INDUSTRIES HOLD62$8.05Kshares
MFAMFA FINL INC829$7.94Kshares
ALBALBEMARLE CORP44$7.9Kshares
CHRWC H ROBINSON WORLDWIDE IN47$7.8Kshares
KHCKRAFT HEINZ CO343$7.71Kshares
IPINTERNATIONAL PAPER CO212$7.57Kshares
GAPGAP INC312$7.55Kshares
WWAYFAIR INC100$7.52Kshares
DDDUPONT DE NEMOURS INC164$7.51Kshares
PEVERPURE INC126$7.44Kshares
LENLENNAR CORP83$7.21Kshares
RKLBROCKET LAB CORP110$7.06Kshares
STRZSTARZ ENTERTAINMENT CORP.614$7.06Kshares
AAALCOA CORP106$7.03Kshares
WSWORTHINGTON STL INC226$6.86Kshares
FIVEFIVE BELOW INC30$6.85Kshares
ULTAULTA BEAUTY INC13$6.79Kshares
CSGPCOSTAR GROUP INC167$6.74Kshares
GNKGENCO SHIPPING & TRADING LTD298$6.72Kshares
TSSITSS INC DEL515$6.7Kshares
ROLROLLINS INC125$6.68Kshares
NVRNVR INC1$6.59Kshares
AKAMAKAMAI TECHNOLOGIES INC57$6.55Kshares
REALTHE REALREAL INC702$6.37Kshares
BRBROADRIDGE FINL SOLUTIONS IN39$6.34Kshares
SAFESAFEHOLD INC459$6.21Kshares
FFIVF5 INC21$6.08Kshares
APAAPA CORPORATION142$6.03Kshares
GPCGENUINE PARTS CO56$5.92Kshares
APTVAPTIV PLC85$5.9Kshares
PODDINSULET CORP28$5.88Kshares
TYLTYLER TECHNOLOGIES INC17$5.82Kshares
FLUTFLUTTER ENTMT PLC57$5.81Kshares
BWFGBANKWELL FINL GROUP INC119$5.77Kshares
TLNTALEN ENERGY CORP18$5.75Kshares
RWTREDWOOD TRUST INC1,020$5.72Kshares
RIVNRIVIAN AUTOMOTIVE INC368$5.54Kshares
JLLJONES LANG LASALLE INC18$5.48Kshares
RKTROCKET COS INC381$5.43Kshares
TWTRADEWEB MKTS INC46$5.41Kshares
IVRINVESCO MORTGAGE CAPITAL INC668$5.4Kshares
AVYAVERY DENNISON CORP31$5.35Kshares
LVSLAS VEGAS SANDS CORP98$5.28Kshares
PTCPTC INC37$5.27Kshares
HASHASBRO INC56$5.24Kshares
CPAYCORPAY INC18$5.24Kshares
ZSZSCALER INC37$5.19Kshares
MKCMCCORMICK & CO INC102$5.14Kshares
WSOWATSCO INC14$5.09Kshares
RRXREGAL REXNORD CORPORATION27$5.06Kshares
RNRRENAISSANCERE HLDGS LTD17$5.05Kshares
TKOTKO GROUP HOLDINGS INC25$5.04Kshares
CLXCLOROX CO DEL48$4.97Kshares
RLJRLJ LODGING TR667$4.95Kshares
ARANTERO RESOURCES CORP116$4.92Kshares
GLPIGAMING & LEISURE P109$4.84Kshares
ELSEQUITY LIFESTYLE PROPERTIES77$4.81Kshares
SMCISUPER MICRO COMPUTER INC208$4.74Kshares
QXOQXO INC243$4.72Kshares
ELANELANCO ANIMAL HEALTH INC197$4.71Kshares
LDOSLEIDOS HOLDINGS INC30$4.67Kshares

How Q2 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001193125-26-350683 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001193125-26-350683 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001193125-26-225479 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001193125-26-053269 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001193125-25-278728 Quarter ended 2025-09-302025-11-13acceptance time not in the bulk data set
13F-HR 0000950123-25-008090 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0000950123-25-005522 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0000950123-25-002359 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0000950123-24-011526 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0000950123-24-008470 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0000950123-24-005268 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0000950123-24-002201 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0000950123-23-010475 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0000950123-23-007722 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0000950123-23-005079 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0000950123-23-002280 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0000950123-22-011777 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0000950123-22-009096 Quarter ended 2022-06-302022-08-15acceptance time not in the bulk data set
13F-HR 0000950123-22-006023 Quarter ended 2022-03-312022-05-16acceptance time not in the bulk data set
13F-HR 0000950123-22-002552 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set
13F-HR 0000950123-21-015138 Quarter ended 2021-09-302021-11-15acceptance time not in the bulk data set
13F-HR 0000950123-21-011152 Quarter ended 2021-06-302021-08-16acceptance time not in the bulk data set
13F-HR 0000950123-21-006683 Quarter ended 2021-03-312021-05-17acceptance time not in the bulk data set
13F-HR 0000950123-21-002461 Quarter ended 2020-12-312021-02-16acceptance time not in the bulk data set
13F-HR 0000950123-20-011871 Quarter ended 2020-09-302020-11-16acceptance time not in the bulk data set
13F-HR 0000950123-20-008718 Quarter ended 2020-06-302020-08-14acceptance time not in the bulk data set
13F-HR 0000950123-20-005027 Quarter ended 2020-03-312020-05-15acceptance time not in the bulk data set
13F-HR 0000950123-20-002334 Quarter ended 2019-12-312020-02-14acceptance time not in the bulk data set
13F-HR 0000950123-19-010927 Quarter ended 2019-09-302019-11-14acceptance time not in the bulk data set
13F-HR 0000950123-19-008059 Quarter ended 2019-06-302019-08-14acceptance time not in the bulk data set
13F-HR 0000950123-19-005238 Quarter ended 2019-03-312019-05-15acceptance time not in the bulk data set
13F-HR 0000950123-19-001967 Quarter ended 2018-12-312019-02-14acceptance time not in the bulk data set
13F-HR 0000950123-18-011513 Quarter ended 2018-09-302018-11-14acceptance time not in the bulk data set
13F-HR 0000950123-18-008695 Quarter ended 2018-06-302018-08-14acceptance time not in the bulk data set
13F-HR 0000950123-18-005488 Quarter ended 2018-03-312018-05-15acceptance time not in the bulk data set
13F-HR 0000950123-18-002177 Quarter ended 2017-12-312018-02-14acceptance time not in the bulk data set
13F-HR 0000950123-17-010644 Quarter ended 2017-09-302017-11-14acceptance time not in the bulk data set
13F-HR 0000950123-17-007702 Quarter ended 2017-06-302017-08-14acceptance time not in the bulk data set
13F-HR 0000950123-17-005082 Quarter ended 2017-03-312017-05-15acceptance time not in the bulk data set
13F-HR 0000950123-17-002195 Quarter ended 2016-12-312017-02-14acceptance time not in the bulk data set
13F-HR 0000950123-16-022336 Quarter ended 2016-09-302016-11-14acceptance time not in the bulk data set
13F-HR 0000950123-16-020012 Quarter ended 2016-06-302016-08-15acceptance time not in the bulk data set
13F-HR 0000950123-16-017506 Quarter ended 2016-03-312016-05-16acceptance time not in the bulk data set
13F-HR 0000950123-16-014893 Quarter ended 2015-12-312016-02-16acceptance time not in the bulk data set
13F-HR/A 0000950123-16-012930 Quarter ended 2015-09-302016-01-21acceptance time not in the bulk data set
13F-HR 0000950123-15-012084 Quarter ended 2015-09-302015-11-16acceptance time not in the bulk data set
13F-HR 0000950123-15-009234 Quarter ended 2015-06-302015-08-14acceptance time not in the bulk data set
13F-HR 0000950123-15-006266 Quarter ended 2015-03-312015-05-15acceptance time not in the bulk data set
13F-HR 0000950123-15-002496 Quarter ended 2014-12-312015-02-17acceptance time not in the bulk data set
13F-HR 0000950123-14-011883 Quarter ended 2014-09-302014-11-14acceptance time not in the bulk data set
13F-HR 0000950123-14-008950 Quarter ended 2014-06-302014-08-14acceptance time not in the bulk data set
13F-HR 0000950123-14-006150 Quarter ended 2014-03-312014-05-15acceptance time not in the bulk data set
13F-HR 0000950123-14-002504 Quarter ended 2013-12-312014-02-14acceptance time not in the bulk data set
13F-HR 0000950123-13-009624 Quarter ended 2013-09-302013-11-14acceptance time not in the bulk data set
13F-HR 0000950123-13-006661 Quarter ended 2013-06-302013-08-14acceptance time not in the bulk data set