13FBOX
Kemnay Advisory Services Inc. · 13F Holdings
Options Calculator Rankings

Kemnay Advisory Services Inc.

No.3210
Latest AUM (Q2 2026)
$791.5M
QoQ Change Q1 2026
+$169.2M+27.2%
Holdings
1169
New Buys
195
Adds
590
Reduces
372
Exits
216
Unchanged
12
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VORNADO RLTY TRVNO
28.97%24.37%$229.3M5.8M$151.6M5.8M00.00%Unchanged
IISHARES INCEWJ
13.43%15.46%$106.3M1.1M$96.2M1.1M00.00%Unchanged
TAIWAN SEMICONDUCTOR MANUFACTSM
6.52%5.76%$51.6M108,077$35.9M106,083+1,994+1.88%Add
COINBASE GLOBALCOIN
5.45%8.28%$43.1M295,121$51.5M295,187-66-0.02%Reduce
VISA INCV
3.52%2.77%$27.9M81,262$17.2M56,960+24,302+42.67%Add
BERKSHIRE HATHAWAY INC DELBRK.B
3.52%2.84%$27.9M55,690$17.7M36,867+18,823+51.06%Add
MASTERCARD INCORPORATEDMA
3.48%0.02%$27.5M53,561$130,411261+53,300+20,421.46%Add
APPLE INCAAPL
3.46%2.96%$27.4M94,671$18.4M72,536+22,135+30.52%Add
NVIDIA CORPORATIONNVDA
3.23%2.88%$25.6M127,745$17.9M102,652+25,093+24.44%Add
META PLATFORMS INCMETA
3.16%2.66%$25.0M44,425$16.5M28,899+15,526+53.73%Add
AMAZON COM INCAMZN
3.12%3.04%$24.7M103,553$18.9M90,768+12,785+14.09%Add
MICROSOFT CORPMSFT
3.11%2.82%$24.6M65,970$17.5M47,345+18,625+39.34%Add
AAlphabet Inc Class CGOOG
3.05%2.8%$24.2M68,427$17.4M60,760+7,667+12.62%Add
TTHERMO FISHER SCIENTIFIC INCTMO
2.4%2.97%$19.0M37,955$18.5M37,596+359+0.95%Add
MERCADOLIBRE INC COMMELI
1.81%1.81%$14.4M8,463$11.3M6,527+1,936+29.66%Add
FIDELITY NATL INFORMATION SVCS COMFIS
1.41%1.77%$11.2M286,976$11.0M235,460+51,516+21.88%Add
DANAHER CORP DEL COMDHR
1.31%1.39%$10.4M54,382$8.6M45,550+8,832+19.39%Add
GGUIDEWIRE SOFTWARE INCGWRE
1.04%<0.01%$8.2M66,672$24,229162+66,510+41,055.56%Add
SSOMNIGROUP INTERNATIONAL INC COMSGI
0.86%1.01%$6.8M86,425$6.3M85,396+1,029+1.20%Add
AMER SPORTS INC COM SHSAS
0.46%<0.01%$3.6M106,447$23,439712+105,735+14,850.42%Add
OOFFERPAD SOLUTIONS INC COM CL AOPAD
0.12%0.15%$966,827195,714$903,8531.4M-1.2M-85.81%Reduce
ALPHABET INCGOOGL
0.09%0.08%$698,3011,954$502,6551,748+206+11.78%Add
BROADCOM INCAVGO
0.08%0.07%$596,0901,578$434,5521,404+174+12.39%Add
TESLA INCTSLA
0.06%0.06%$474,8571,129$374,7241,008+121+12.00%Add
MICRON TECHNOLOGY INCMU
0.06%0.02%$439,784381$130,744387-6-1.55%Reduce
ELI LILLY & COLLY
0.05%0.04%$363,427303$268,573292+11+3.77%Add
ADVANCED MICRO DEVICES INCAMD
0.04%0.02%$318,920549$119,617588-39-6.63%Reduce
IISHARES RUSSELLIWB
0.04%0.04%$304,259743$231,764650+93+14.31%Add
IISHARES RUSSELLIWM
0.04%0.04%$303,7551,011$236,840955+56+5.86%Add
JPMORGAN CHASE & COJPM
0.04%0.04%$293,615897$250,330851+46+5.41%Add
FFIGMA INCFIG
0.03%0.05%$240,12713,274$280,61213,27400.00%Unchanged
IINDIVIOR PHARMACEUTICALS INCINDV
0.03%<0.01%$239,1645,829$29,779977+4,852+496.62%Add
BBRIGHTSPRING HEALTH SVCS INCBTSG
0.03%0.01%$237,1863,401$37,497880+2,521+286.48%Add
PPLEXUS CORPPLXS
0.03%0.02%$230,313766$149,069736+30+4.08%Add
LAM RESEARCH CORPLRCX
0.03%0.02%$221,865512$104,480489+23+4.70%Add
TJX COS INC NEWTJX
0.03%0.04%$221,0391,459$227,7321,426+33+2.31%Add
WESTERN DIGITAL CORPWDC
0.03%0.01%$218,442342$49,500183+159+86.89%Add
BALCHEM CORPBCPC
0.03%0.02%$212,7081,259$137,787813+446+54.86%Add
AMPHENOL CORPAPH
0.03%0.01%$212,4661,205$70,756560+645+115.18%Add
VERIZON COMMUNICATIONS INCVZ
0.03%0.01%$209,1604,940$77,7601,549+3,391+218.92%Add
APPLIED MATLS INCAMAT
0.03%0.02%$200,994278$94,334276+2+0.72%Add
EXXON MOBIL CORPXOM
0.03%0.04%$200,8421,469$234,8091,384+85+6.14%Add
INTEL CORPINTC
0.02%0.01%$193,5271,386$68,6661,556-170-10.93%Reduce
PPRIVIA HEALTH GROUP INCPRVA
0.02%0.02%$187,0317,269$140,0416,808+461+6.77%Add
AGILYSYS INCAGYS
0.02%<0.01%$185,5921,776$8,750123+1,653+1,343.90%Add
DDIEBOLD NIXDORF INCDBD
0.02%0.02%$184,3232,168$136,6971,812+356+19.65%Add
IICHOR HOLDINGSICHR
0.02%<0.01%$183,8021,637$11,932256+1,381+539.45%Add
FEDERAL SIGNAL CORPFSS
0.02%0.01%$183,6121,429$54,719506+923+182.41%Add
WALMART INCWMT
0.02%0.03%$183,4811,620$189,6511,526+94+6.16%Add
ABBVIE INCABBV
0.02%0.02%$181,432721$147,241677+44+6.50%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow