Kemnay Advisory Services Inc. — 13F holdings

Kemnay Advisory Services Inc. reported 1,169 holdings worth $791M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. VNO VORNADO RLTY TR — $229M (29.0%)
  2. EWJ ISHARES INC — $106M (13.4%)
  3. TSM TAIWAN SEMICONDUCTOR MFG LTD — $51.6M (6.5%)
  4. COIN COINBASE GLOBAL INC — $43.1M (5.5%)
  5. V VISA INC — $27.9M (3.5%)
  6. BRK.B BERKSHIRE HATHAWAY INC DEL — $27.9M (3.5%)
  7. MA MASTERCARD INCORPORATED — $27.5M (3.5%)
  8. AAPL APPLE INC — $27.4M (3.5%)
  9. NVDA NVIDIA CORPORATION — $25.6M (3.2%)
  10. META META PLATFORMS INC — $25.0M (3.2%)