Institutional Fund
Kemnay Advisory Services Inc.
New York, NYCIK 15552835 filings on record
Portfolio Value
$622.32M
Q1 2026
Holdings
1,190
Reported positions
New Buys
456
Opened this quarter
QoQ Change
-6.2%
from $663.11M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vornado Rlty Tr24.4%
- Ishares Inc15.5%
- Coinbase Global Inc8.3%
- Taiwan Semiconductor Mfg Ltd5.8%
- Ishares Tr3.1%
- Amazon Com Inc3.0%
- Other40.0%
Portfolio Holdings
1,190 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vornado Rlty Tr | 5.83M | $151.64M | 24.4% | 0 | Held |
| 2 | Ishares Inc | 1.14M | $96.23M | 15.5% | +270.1K | Added |
| 3 | Coinbase Global Inc | 295.2K | $51.54M | 8.3% | −23 | Reduced |
| 4 | Taiwan Semiconductor Mfg Ltd | 106.1K | $35.85M | 5.8% | −21.8K | Reduced |
| 5 | Ishares Tr | 415.7K | $19.47M | 3.1% | +415.7K | New |
| 6 | Amazon Com Inc | 90.8K | $18.90M | 3.0% | +11.0K | Added |
| 7 | Thermo Fisher Scientific Inc | 37.6K | $18.48M | 3.0% | −2.6K | Reduced |
| 8 | Apple Inc | 72.5K | $18.41M | 3.0% | +1.4K | Added |
| 9 | Nvidia Corporation | 102.7K | $17.90M | 2.9% | −30 | Reduced |
| 10 | Berkshire Hathaway Inc Del | 36.9K | $17.67M | 2.8% | +829 | Added |
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