Holders — by stockHoldings — by fund
Kemnay Advisory Services Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1555283
$791.5M
disclosed book value
1,169
positions
29%
largest position share
Positions, as of 2026-06-30
top 100 of 1,169 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VNOVORNADO RLTY TR | 5.8M | $229.3M | 29% |
| 2 | EWJISHARES INC | 1.1M | $106.3M | 13.4% |
| 3 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 108,077 | $51.6M | 6.5% |
| 4 | COINCOINBASE GLOBAL INC | 295,121 | $43.1M | 5.5% |
| 5 | VVISA INC | 81,262 | $27.9M | 3.5% |
| 6 | BRK/BBERKSHIRE HATHAWAY INC DEL | 55,690 | $27.9M | 3.5% |
| 7 | MAMASTERCARD INCORPORATED | 53,561 | $27.5M | 3.5% |
| 8 | AAPLAPPLE INC | 94,671 | $27.4M | 3.5% |
| 9 | NVDANVIDIA CORPORATION | 127,745 | $25.6M | 3.2% |
| 10 | METAMETA PLATFORMS INC | 44,425 | $25.0M | 3.2% |
| 11 | AMZNAMAZON COM INC | 103,553 | $24.7M | 3.1% |
| 12 | MSFTMICROSOFT CORP | 65,970 | $24.6M | 3.1% |
| 13 | GOOGALPHABET INC | 68,427 | $24.2M | 3.1% |
| 14 | TMOTHERMO FISHER SCIENTIFIC INC | 37,955 | $19.0M | 2.4% |
| 15 | MELIMERCADOLIBRE INC | 8,463 | $14.4M | 1.8% |
| 16 | FISFIDELITY NATL INFORMATION SV | 286,976 | $11.2M | 1.4% |
| 17 | DHRDANAHER CORP DEL | 54,382 | $10.4M | 1.3% |
| 18 | GWREGUIDEWIRE SOFTWARE INC | 66,672 | $8.2M | 1% |
| 19 | SGISOMNIGROUP INTERNATIONAL INC | 86,425 | $6.8M | 0.9% |
| 20 | AMER SPORTS INC | 106,447 | $3.6M | 0.5% |
| 21 | OFFERPAD SOLUTIONS INC | 195,714 | $966,827 | 0.1% |
| 22 | GOOGLALPHABET INC | 1,954 | $698,301 | 0.1% |
| 23 | AVGOBROADCOM INC | 1,578 | $596,090 | 0.1% |
| 24 | TSLATESLA INC | 1,129 | $474,857 | 0.1% |
| 25 | MUMICRON TECHNOLOGY INC | 381 | $439,784 | 0.1% |
| 26 | LLYELI LILLY & CO | 303 | $363,427 | 0% |
| 27 | AMDADVANCED MICRO DEVICES INC | 549 | $318,920 | 0% |
| 28 | IWBISHARES TR | 743 | $304,259 | 0% |
| 29 | IWMISHARES TR | 1,011 | $303,755 | 0% |
| 30 | JPMJPMORGAN CHASE & CO | 897 | $293,615 | 0% |
| 31 | FIGFIGMA INC | 13,274 | $240,127 | 0% |
| 32 | INDVINDIVIOR PHARMACEUTICALS INC | 5,829 | $239,164 | 0% |
| 33 | BTSGBRIGHTSPRING HEALTH SVCS INC | 3,401 | $237,186 | 0% |
| 34 | PLXSPLEXUS CORP | 766 | $230,313 | 0% |
| 35 | LRCXLAM RESEARCH CORP | 512 | $221,865 | 0% |
| 36 | TJXTJX COS INC NEW | 1,459 | $221,039 | 0% |
| 37 | WDCWESTERN DIGITAL CORP | 342 | $218,442 | 0% |
| 38 | BCPCBALCHEM CORP | 1,259 | $212,708 | 0% |
| 39 | APHAMPHENOL CORP | 1,205 | $212,466 | 0% |
| 40 | VZVERIZON COMMUNICATIONS INC | 4,940 | $209,160 | 0% |
| 41 | AMATAPPLIED MATLS INC | 278 | $200,994 | 0% |
| 42 | EXMOCEXXON MOBIL CORP | 1,469 | $200,842 | 0% |
| 43 | INTCINTEL CORP | 1,386 | $193,527 | 0% |
| 44 | PRVAPRIVIA HEALTH GROUP INC | 7,269 | $187,031 | 0% |
| 45 | AGYSAGILYSYS INC | 1,776 | $185,592 | 0% |
| 46 | DBDDIEBOLD NIXDORF INC | 2,168 | $184,323 | 0% |
| 47 | ICHOR HOLDINGS | 1,637 | $183,802 | 0% |
| 48 | FSSFEDERAL SIGNAL CORP | 1,429 | $183,612 | 0% |
| 49 | WMTWALMART INC | 1,620 | $183,481 | 0% |
| 50 | ABBVABBVIE INC | 721 | $181,432 | 0% |
| 51 | NSSCNAPCO SEC TECHNOLOGIES INC | 4,729 | $179,607 | 0% |
| 52 | CVSCVS HEALTH CORP | 1,719 | $177,831 | 0% |
| 53 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 8,280 | $177,606 | 0% |
| 54 | ECPGENCORE CAP GROUP INC | 1,873 | $174,732 | 0% |
| 55 | VCELVERICEL CORP | 3,903 | $173,644 | 0% |
| 56 | WSTWEST PHARMACEUTICAL SVSC INC | 471 | $169,089 | 0% |
| 57 | KBHKB HOME | 2,689 | $168,305 | 0% |
| 58 | HAPNHAPPEN INC | 8,096 | $167,911 | 0% |
| 59 | CTOSCUSTOM TRUCK ONE SOURCE INC | 14,184 | $167,513 | 0% |
| 60 | KNKNOWLES CORP | 4,027 | $167,040 | 0% |
| 61 | ZETAZETA GLOBAL HOLDINGS CORP | 8,481 | $166,906 | 0% |
| 62 | FTDRFRONTDOOR INC | 2,151 | $166,896 | 0% |
| 63 | CATCATERPILLAR INC | 156 | $166,124 | 0% |
| 64 | DAVEDAVE INC | 445 | $165,803 | 0% |
| 65 | ASTHASTRANA HEALTH INC | 3,550 | $164,756 | 0% |
| 66 | NATURES SUNSHINE PRODS INC | 7,496 | $163,413 | 0% |
| 67 | ARLOARLO TECHNOLOGIES INC | 12,044 | $162,353 | 0% |
| 68 | MXLMAXLINEAR INC | 1,261 | $161,446 | 0% |
| 69 | BJRIBJS RESTAURANTS INC | 2,656 | $161,312 | 0% |
| 70 | FTNTFORTINET INC | 1,045 | $160,533 | 0% |
| 71 | ENTGENTEGRIS INC | 890 | $160,075 | 0% |
| 72 | AVAHAVEANNA HEALTHCARE HLDGS INC | 18,675 | $160,045 | 0% |
| 73 | FTVFORTIVE CORP | 2,602 | $158,956 | 0% |
| 74 | DARDARLING INGREDIENTS INC | 2,852 | $155,776 | 0% |
| 75 | RSIRUSH STREET INTERACTIVE INC | 5,206 | $154,826 | 0% |
| 76 | TPCTUTOR PERINI CORP | 1,851 | $153,577 | 0% |
| 77 | LSCCLATTICE SEMICONDUCTOR CORP | 995 | $152,195 | 0% |
| 78 | FLYWFLYWIRE CORPORATION | 8,656 | $152,086 | 0% |
| 79 | AIRAAR CORP | 1,064 | $152,078 | 0% |
| 80 | DLXDELUXE CORP MEDIUM TERM NTS | 6,364 | $151,972 | 0% |
| 81 | GTXGARRETT MOTION INC | 4,149 | $150,318 | 0% |
| 82 | XPOXPO INC | 732 | $150,272 | 0% |
| 83 | COSTCOSTCO WHOLESALE CORPORATION | 160 | $149,675 | 0% |
| 84 | PNTGPENNANT GROUP INC | 4,050 | $149,648 | 0% |
| 85 | PCTYPAYLOCITY HLDG CORP | 1,431 | $149,582 | 0% |
| 86 | WLDNWILLDAN GROUP INC | 1,890 | $149,499 | 0% |
| 87 | VSXYVICTORIAS SECRET AND CO | 1,787 | $149,179 | 0% |
| 88 | RBCRBC BEARINGS INC | 230 | $148,134 | 0% |
| 89 | COHRCOHERENT CORP | 375 | $147,926 | 0% |
| 90 | CWCURTISS WRIGHT CORP | 194 | $147,005 | 0% |
| 91 | CRSCARPENTER TECHNOLOGY CORP | 238 | $146,808 | 0% |
| 92 | CSCOCISCO SYS INC | 1,241 | $145,768 | 0% |
| 93 | CREXENDO INC | 19,426 | $145,112 | 0% |
| 94 | TWLOTWILIO INC | 703 | $145,050 | 0% |
| 95 | IRTCIRHYTHM HOLDINGS INC | 1,216 | $144,643 | 0% |
| 96 | MRCYMERCURY SYS INC | 1,181 | $144,472 | 0% |
| 97 | BCOBRINKS CO | 1,518 | $143,436 | 0% |
| 98 | NMRKNEWMARK GROUP INC | 9,431 | $142,502 | 0% |
| 99 | BELFBBEL FUSE INC | 427 | $142,208 | 0% |
| 100 | KLACKLA CORP | 466 | $140,597 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.