# Kemnay Advisory Services Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1555283. Source: https://holderbook.com/funds/1555283-kemnay-advisory-services-inc/

- Reported value: $791.5M
- Positions: 1,169
- Weight of the ten largest: 74.7%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VORNADO RLTY TR | [VNO](https://holderbook.com/stocks/VNO/) | $229.3M | 5,834,481 | 29.0% | 12 |
| ISHARES INC | [EWJ](https://holderbook.com/stocks/EWJ/) | $106.3M | 1,139,610 | 13.4% | 10 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $51.6M | 108,077 | 6.5% | 10 |
| COINBASE GLOBAL INC | [COIN](https://holderbook.com/stocks/COIN/) | $43.1M | 295,121 | 5.5% | 21 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $27.9M | 81,262 | 3.5% | 18 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $27.9M | 55,690 | 3.5% | 9 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $27.5M | 53,561 | 3.5% | 3 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $27.4M | 94,671 | 3.5% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $25.6M | 127,745 | 3.2% | 13 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $25.0M | 44,425 | 3.2% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $24.7M | 103,553 | 3.1% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $24.6M | 65,970 | 3.1% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $24.2M | 68,427 | 3.1% | 31 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $19.0M | 37,955 | 2.4% | 9 |
| MERCADOLIBRE INC | [MELI](https://holderbook.com/stocks/MELI/) | $14.4M | 8,463 | 1.8% | 25 |
| FIDELITY NATL INFORMATION SV | [FIS](https://holderbook.com/stocks/FIS/) | $11.2M | 286,976 | 1.4% | 3 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $10.4M | 54,382 | 1.3% | 9 |
| GUIDEWIRE SOFTWARE INC | [GWRE](https://holderbook.com/stocks/GWRE/) | $8.2M | 66,672 | 1.0% | 2 |
| SOMNIGROUP INTERNATIONAL INC | [SGI](https://holderbook.com/stocks/SGI/) | $6.8M | 86,425 | 0.9% | 12 |
| AMER SPORTS INC | [AS](https://holderbook.com/stocks/AS/) | $3.6M | 106,447 | 0.5% | 3 |
| OFFERPAD SOLUTIONS INC | - | $966.8K | 195,714 | 0.1% | 1 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $698.3K | 1,954 | 0.1% | 3 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $596.1K | 1,578 | 0.1% | 3 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $474.9K | 1,129 | 0.1% | 3 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $439.8K | 381 | 0.1% | 3 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $363.4K | 303 | 0.0% | 3 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $318.9K | 549 | 0.0% | 3 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $304.3K | 743 | 0.0% | 3 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $303.8K | 1,011 | 0.0% | 3 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $293.6K | 897 | 0.0% | 3 |
| FIGMA INC | [FIG](https://holderbook.com/stocks/FIG/) | $240.1K | 13,274 | 0.0% | 3 |
| INDIVIOR PHARMACEUTICALS INC | [INDV](https://holderbook.com/stocks/INDV/) | $239.2K | 5,829 | 0.0% | 2 |
| BRIGHTSPRING HEALTH SVCS INC | [BTSG](https://holderbook.com/stocks/BTSG/) | $237.2K | 3,401 | 0.0% | 3 |
| PLEXUS CORP | [PLXS](https://holderbook.com/stocks/PLXS/) | $230.3K | 766 | 0.0% | 3 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $221.9K | 512 | 0.0% | 3 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $221.0K | 1,459 | 0.0% | 3 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $218.4K | 342 | 0.0% | 3 |
| BALCHEM CORP | [BCPC](https://holderbook.com/stocks/BCPC/) | $212.7K | 1,259 | 0.0% | 3 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $212.5K | 1,205 | 0.0% | 3 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $209.2K | 4,940 | 0.0% | 3 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $201.0K | 278 | 0.0% | 3 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $200.8K | 1,469 | 0.0% | 3 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $193.5K | 1,386 | 0.0% | 3 |
| PRIVIA HEALTH GROUP INC | [PRVA](https://holderbook.com/stocks/PRVA/) | $187.0K | 7,269 | 0.0% | 3 |
| AGILYSYS INC | [AGYS](https://holderbook.com/stocks/AGYS/) | $185.6K | 1,776 | 0.0% | 3 |
| DIEBOLD NIXDORF INC | [DBD](https://holderbook.com/stocks/DBD/) | $184.3K | 2,168 | 0.0% | 3 |
| ICHOR HOLDINGS | [ICHR](https://holderbook.com/stocks/ICHR/) | $183.8K | 1,637 | 0.0% | 2 |
| FEDERAL SIGNAL CORP | [FSS](https://holderbook.com/stocks/FSS/) | $183.6K | 1,429 | 0.0% | 3 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $183.5K | 1,620 | 0.0% | 3 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $181.4K | 721 | 0.0% | 3 |
| NAPCO SEC TECHNOLOGIES INC | [NSSC](https://holderbook.com/stocks/NSSC/) | $179.6K | 4,729 | 0.0% | 3 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $177.8K | 1,719 | 0.0% | 3 |
| ADAPTIVE BIOTECHNOLOGIES COR | [ADPT](https://holderbook.com/stocks/ADPT/) | $177.6K | 8,280 | 0.0% | 3 |
| ENCORE CAP GROUP INC | [ECPG](https://holderbook.com/stocks/ECPG/) | $174.7K | 1,873 | 0.0% | 1 |
| VERICEL CORP | [VCEL](https://holderbook.com/stocks/VCEL/) | $173.6K | 3,903 | 0.0% | 2 |
| WEST PHARMACEUTICAL SVSC INC | [WST](https://holderbook.com/stocks/WST/) | $169.1K | 471 | 0.0% | 3 |
| KB HOME | [KBH](https://holderbook.com/stocks/KBH/) | $168.3K | 2,689 | 0.0% | 3 |
| HAPPEN INC | [HAPN](https://holderbook.com/stocks/HAPN/) | $167.9K | 8,096 | 0.0% | 1 |
| CUSTOM TRUCK ONE SOURCE INC | [CTOS](https://holderbook.com/stocks/CTOS/) | $167.5K | 14,184 | 0.0% | 2 |
| KNOWLES CORP | [KN](https://holderbook.com/stocks/KN/) | $167.0K | 4,027 | 0.0% | 3 |
| ZETA GLOBAL HOLDINGS CORP | [ZETA](https://holderbook.com/stocks/ZETA/) | $166.9K | 8,481 | 0.0% | 3 |
| FRONTDOOR INC | [FTDR](https://holderbook.com/stocks/FTDR/) | $166.9K | 2,151 | 0.0% | 3 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $166.1K | 156 | 0.0% | 3 |
| DAVE INC | [DAVE](https://holderbook.com/stocks/DAVE/) | $165.8K | 445 | 0.0% | 3 |
| ASTRANA HEALTH INC | [ASTH](https://holderbook.com/stocks/ASTH/) | $164.8K | 3,550 | 0.0% | 1 |
| NATURES SUNSHINE PRODS INC | [NATR](https://holderbook.com/stocks/NATR/) | $163.4K | 7,496 | 0.0% | 3 |
| ARLO TECHNOLOGIES INC | [ARLO](https://holderbook.com/stocks/ARLO/) | $162.4K | 12,044 | 0.0% | 2 |
| MAXLINEAR INC | [MXL](https://holderbook.com/stocks/MXL/) | $161.4K | 1,261 | 0.0% | 1 |
| BJS RESTAURANTS INC | [BJRI](https://holderbook.com/stocks/BJRI/) | $161.3K | 2,656 | 0.0% | 3 |
| FORTINET INC | [FTNT](https://holderbook.com/stocks/FTNT/) | $160.5K | 1,045 | 0.0% | 3 |
| ENTEGRIS INC | [ENTG](https://holderbook.com/stocks/ENTG/) | $160.1K | 890 | 0.0% | 2 |
| AVEANNA HEALTHCARE HLDGS INC | [AVAH](https://holderbook.com/stocks/AVAH/) | $160.0K | 18,675 | 0.0% | 3 |
| FORTIVE CORP | [FTV](https://holderbook.com/stocks/FTV/) | $159.0K | 2,602 | 0.0% | 2 |
| DARLING INGREDIENTS INC | [DAR](https://holderbook.com/stocks/DAR/) | $155.8K | 2,852 | 0.0% | 2 |
| RUSH STREET INTERACTIVE INC | [RSI](https://holderbook.com/stocks/RSI/) | $154.8K | 5,206 | 0.0% | 3 |
| TUTOR PERINI CORP | [TPC](https://holderbook.com/stocks/TPC/) | $153.6K | 1,851 | 0.0% | 3 |
| LATTICE SEMICONDUCTOR CORP | [LSCC](https://holderbook.com/stocks/LSCC/) | $152.2K | 995 | 0.0% | 2 |
| FLYWIRE CORPORATION | [FLYW](https://holderbook.com/stocks/FLYW/) | $152.1K | 8,656 | 0.0% | 1 |
| AAR CORP | [AIR](https://holderbook.com/stocks/AIR/) | $152.1K | 1,064 | 0.0% | 3 |
| DELUXE CORP MEDIUM TERM NTS | [DLX](https://holderbook.com/stocks/DLX/) | $152.0K | 6,364 | 0.0% | 1 |
| GARRETT MOTION INC | [GTX](https://holderbook.com/stocks/GTX/) | $150.3K | 4,149 | 0.0% | 3 |
| XPO INC | [XPO](https://holderbook.com/stocks/XPO/) | $150.3K | 732 | 0.0% | 3 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $149.7K | 160 | 0.0% | 3 |
| PENNANT GROUP INC | [PNTG](https://holderbook.com/stocks/PNTG/) | $149.6K | 4,050 | 0.0% | 1 |
| PAYLOCITY HLDG CORP | [PCTY](https://holderbook.com/stocks/PCTY/) | $149.6K | 1,431 | 0.0% | 3 |
| WILLDAN GROUP INC | [WLDN](https://holderbook.com/stocks/WLDN/) | $149.5K | 1,890 | 0.0% | 1 |
| VICTORIAS SECRET AND CO | [VSXY](https://holderbook.com/stocks/VSXY/) | $149.2K | 1,787 | 0.0% | 3 |
| RBC BEARINGS INC | [RBC](https://holderbook.com/stocks/RBC/) | $148.1K | 230 | 0.0% | 3 |
| COHERENT CORP | [COHR](https://holderbook.com/stocks/COHR/) | $147.9K | 375 | 0.0% | 3 |
| CURTISS WRIGHT CORP | [CW](https://holderbook.com/stocks/CW/) | $147.0K | 194 | 0.0% | 2 |
| CARPENTER TECHNOLOGY CORP | [CRS](https://holderbook.com/stocks/CRS/) | $146.8K | 238 | 0.0% | 1 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $145.8K | 1,241 | 0.0% | 3 |
| CREXENDO INC | [CXDO](https://holderbook.com/stocks/CXDO/) | $145.1K | 19,426 | 0.0% | 2 |
| TWILIO INC | [TWLO](https://holderbook.com/stocks/TWLO/) | $145.1K | 703 | 0.0% | 3 |
| IRHYTHM HOLDINGS INC | [IRTC](https://holderbook.com/stocks/IRTC/) | $144.6K | 1,216 | 0.0% | 3 |
| MERCURY SYS INC | [MRCY](https://holderbook.com/stocks/MRCY/) | $144.5K | 1,181 | 0.0% | 3 |
| BRINKS CO | [BCO](https://holderbook.com/stocks/BCO/) | $143.4K | 1,518 | 0.0% | 3 |
| NEWMARK GROUP INC | [NMRK](https://holderbook.com/stocks/NMRK/) | $142.5K | 9,431 | 0.0% | 3 |
| BEL FUSE INC | [BELFB](https://holderbook.com/stocks/BELFB/) | $142.2K | 427 | 0.0% | 3 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $140.6K | 466 | 0.0% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +18.8% | +14.8% | +4.0% | 100% |
| Q1 2026 | -12.1% | -4.6% | -7.4% | 100% |
| Q4 2025 | -8.3% | +2.4% | -10.7% | 100% |
| Q3 2025 | +8.6% | +7.8% | +0.8% | 100% |
| Q2 2025 | +16.0% | +10.5% | +5.5% | 102% |
| Q1 2025 | -10.5% | -4.6% | -6.0% | 100% |
| Q4 2024 | +6.0% | +2.1% | +3.9% | 100% |
| Q3 2024 | +15.7% | +5.4% | +10.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $791.5M | 1,169 |
| Q1 2026 | $622.3M | 1,190 |
| Q4 2025 | $663.1M | 862 |
| Q3 2025 | $657.5M | 22 |
| Q2 2025 | $628.8M | 23 |
| Q1 2025 | $531.6M | 24 |
| Q4 2024 | $556.8M | 24 |
| Q3 2024 | $552.2M | 23 |
| Q2 2024 | $480.9M | 24 |
| Q1 2024 | $520.3M | 23 |
| Q4 2023 | $412.0M | 22 |
| Q3 2023 | $334.0M | 21 |