Kemnay Advisory Services Inc. Diversified Active

CIK: 0001555283 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 13, 2025

Total Value ($000): $657,538 (100.0% shares, 0.0% debt)

Holdings (22)

VNO VORNADO RLTY TR 36.0%

Value ($000) $236,472 Shares 5,834,481 Est. Cost $22.68 Unrealized —

EWJ ISHARES INC 10.6%

Value ($000) $69,743 Shares 869,500 Est. Cost $71.35 Unrealized —

COIN COINBASE GLOBAL INC 10.5%

Value ($000) $69,287 Shares 205,300 Est. Cost $259.62 Unrealized +30.6%

TSM TAIWAN SEMICONDUCTOR MFG LTD 6.4%

Value ($000) $41,807 Shares 149,692 Est. Cost $166.04 Unrealized —

GOOG ALPHABET INC 3.1%

Value ($000) $20,078 Shares 82,439 Est. Cost $135.06 Unrealized +55.4%

TMO THERMO FISHER SCIENTIFIC INC 2.9%

Value ($000) $19,362 Shares 39,920 Est. Cost $539.14 Unrealized -13.8%

AAPL APPLE INC 2.9%

Value ($000) $18,797 Shares 73,822 Est. Cost $153.77 Unrealized +46.7%

BRK/B BERKSHIRE HATHAWAY INC DEL 2.7%

Value ($000) $17,921 Shares 35,646 Est. Cost $437.78 Unrealized +10.6%

NVDA NVIDIA CORPORATION 2.6%

Value ($000) $17,246 Shares 92,432 Est. Cost $102.36 Unrealized +70.3%

V VISA INC 2.6%

Value ($000) $16,915 Shares 49,548 Est. Cost $256.30 Unrealized +34.7%

MSFT MICROSOFT CORP 2.6%

Value ($000) $16,812 Shares 32,458 Est. Cost $223.66 Unrealized +127.4%

COF CAPITAL ONE FINL CORP 2.5%

Value ($000) $16,739 Shares 78,740 Est. Cost $217.80 Unrealized 0.0%

AMZN AMAZON COM INC 2.5%

Value ($000) $16,229 Shares 73,914 Est. Cost $147.06 Unrealized +53.9%

META META PLATFORMS INC 2.4%

Value ($000) $15,826 Shares 21,550 Est. Cost $232.10 Unrealized +220.2%

CSX CSX CORP 1.8%

Value ($000) $12,081 Shares 340,228 Est. Cost $30.91 Unrealized +9.8%

INTU INTUIT 1.7%

Value ($000) $11,478 Shares 16,808 Est. Cost $719.44 Unrealized 0.0%

MELI MERCADOLIBRE INC 1.5%

Value ($000) $9,904 Shares 4,238 Est. Cost $1694.25 Unrealized +41.7%

DHR DANAHER CORPORATION 1.5%

Value ($000) $9,752 Shares 49,190 Est. Cost $229.00 Unrealized -13.4%

SGI SOMNIGROUP INTERNATIONAL INC 1.1%

Value ($000) $7,548 Shares 89,505 Est. Cost $47.26 Unrealized +66.7%

OPAD OFFERPAD SOLUTIONS INC 0.9%

Value ($000) $5,753 Shares 1,379,507 Est. Cost $8.40 Unrealized -67.3%

ORCL ORACLE CORP 0.8%

Value ($000) $4,959 Shares 17,633 Est. Cost $114.02 Unrealized +122.9%

JOBY JOBY AVIATION INC 0.4%

Value ($000) $2,830 Shares 175,321 Est. Cost $15.19 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VNO	VORNADO RLTY TR	5,834,481	$236,472	36.0%	$22.68	—	SH BEN INT	929042109
EWJ	ISHARES INC	869,500	$69,743	10.6%	$71.35	—	MSCI JPN ETF NEW	46434G822
COIN	COINBASE GLOBAL INC	205,300	$69,287	10.5%	$259.62	+30.6%	COM CL A	19260Q107
TSM	TAIWAN SEMICONDUCTOR MFG LTD	149,692	$41,807	6.4%	$166.04	—	SPONSORED ADS	874039100
GOOG	ALPHABET INC	82,439	$20,078	3.1%	$135.06	+55.4%	CAP STK CL C	02079K107
TMO	THERMO FISHER SCIENTIFIC INC	39,920	$19,362	2.9%	$539.14	-13.8%	COM	883556102
AAPL	APPLE INC	73,822	$18,797	2.9%	$153.77	+46.7%	COM	037833100
BRK/B	BERKSHIRE HATHAWAY INC DEL	35,646	$17,921	2.7%	$437.78	+10.6%	CL B NEW	084670702
NVDA	NVIDIA CORPORATION	92,432	$17,246	2.6%	$102.36	+70.3%	COM	67066G104
V	VISA INC	49,548	$16,915	2.6%	$256.30	+34.7%	COM CL A	92826C839
MSFT	MICROSOFT CORP	32,458	$16,812	2.6%	$223.66	+127.4%	COM	594918104
COF	CAPITAL ONE FINL CORP	78,740	$16,739	2.5%	$217.80	0.0%	COM	14040H105
AMZN	AMAZON COM INC	73,914	$16,229	2.5%	$147.06	+53.9%	COM	023135106
META	META PLATFORMS INC	21,550	$15,826	2.4%	$232.10	+220.2%	CL A	30303M102
CSX	CSX CORP	340,228	$12,081	1.8%	$30.91	+9.8%	COM	126408103
INTU	INTUIT	16,808	$11,478	1.7%	$719.44	0.0%	COM	461202103
MELI	MERCADOLIBRE INC	4,238	$9,904	1.5%	$1694.25	+41.7%	COM	58733R102
DHR	DANAHER CORPORATION	49,190	$9,752	1.5%	$229.00	-13.4%	COM	235851102
SGI	SOMNIGROUP INTERNATIONAL INC	89,505	$7,548	1.1%	$47.26	+66.7%	COM	88023U101
OPAD	OFFERPAD SOLUTIONS INC	1,379,507	$5,753	0.9%	$8.40	-67.3%	COM CL A	67623L307
ORCL	ORACLE CORP	17,633	$4,959	0.8%	$114.02	+122.9%	COM	68389X105
JOBY	JOBY AVIATION INC	175,321	$2,830	0.4%	$15.19	0.0%	COMMON STOCK	G65163100