Kemnay Advisory Services Inc.
Q2 2025 13F Holdings
- Locationnew york, NY
- Num holdings
23
- Value ($000)
$628,781
- Date Filed08/14/2025
- Form type13F-HR
- CIK0001555283
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VNO VORNADO RLTY TR | SH BEN INT | 929042109 | $223.11 M | 36 % | 5,834,481 | ||
COIN COINBASE GLOBAL INC | COM CL A | 19260Q107 | $81.43 M | 13 % | 232,346 | ||
EWJ ISHARES INC | MSCI JPN ETF NEW | 46434G822 | $65.19 M | 10 % | 869,500 | ||
TSM TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $37.00 M | 6 % | 163,359 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $17.73 M | 3 % | 112,213 | ||
META META PLATFORMS INC | CL A | 30303M102 | $17.63 M | 3 % | 23,884 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $16.74 M | 3 % | 33,648 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | $16.19 M | 3 % | 39,920 | ||
AMZN AMAZON COM INC | COM | 023135106 | $16.16 M | 3 % | 73,673 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $16.00 M | 3 % | 90,179 |
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