2026 Q2 Portfolio Activity
In 2026 Q2, Kemnay Advisory Services Inc. maintained a portfolio of 1388 distinct positions. The most significant new addition was ENCORE CAP GROUP INC, now representing 0.02% of the total fund value. They heavily accumulated shares in MASTERCARD INCORPORATED, increasing the position by 20421.5%. Conversely, Kemnay Advisory Services Inc. completely exited their position in ISHARES TR.
Position History
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Total Positions
1388
Quarter
2026 Q2
Top Holding
VNO (29.0%)
Top 10 Concentration
74.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1388
Kemnay Advisory Services Inc. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VNO
VORNADO RLTY TR
|
Bond/Debt | 28.97% | 24.37% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
5,834,481 | $229,295,103 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EWJ
ISHARES INC
|
ETF | 13.43% | 15.46% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
1,139,610 | $106,291,425 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 6.52% | 5.76% |
#3
1
Prev: #4
|
4.1 |
—
|
1,994 | 1.9% |
P
S
|
108,077 | $51,614,333 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COIN
COINBASE GLOBAL...
|
Financial Services | 5.45% | 8.28% |
#4
1
Prev: #3
|
3.2 |
—
|
-66 | -0.0% |
P
S
|
295,121 | $43,143,739 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
V
VISA INC
|
Financial Services | 3.52% | 2.77% |
#5
8
Prev: #13
|
4.4 |
—
|
24,302 | 42.7% |
P
S
|
81,262 | $27,880,180 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 3.52% | 2.84% |
#6
4
Prev: #10
|
4.4 |
—
|
18,823 | 51.1% |
P
S
|
55,690 | $27,866,719 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 3.48% | 0.02% |
#7
61
Prev: #68
|
4.4 |
—
|
53,300 | 20421.5% |
P
S
|
53,561 | $27,508,930 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AAPL
APPLE INC
|
Technology | 3.46% | 2.96% |
#8
Prev: #8
|
3.9 |
—
|
22,135 | 30.5% |
P
S
|
94,671 | $27,394,001 | 2013 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.23% | 2.88% |
#9
Prev: #9
|
3.8 |
—
|
25,093 | 24.4% |
P
S
|
127,745 | $25,560,497 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 3.16% | 2.66% |
#10
5
Prev: #15
|
4.3 |
—
|
15,526 | 53.7% |
P
S
|
44,425 | $25,024,158 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 3.12% | 3.04% |
#11
5
Prev: #6
|
3.2 |
—
|
12,785 | 14.1% |
P
S
|
103,553 | $24,680,822 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.11% | 2.82% |
#12
1
Prev: #11
|
3.7 |
—
|
18,625 | 39.3% |
P
S
|
65,970 | $24,608,129 | 2014 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 3.05% | 2.80% |
#13
1
Prev: #12
|
3.2 |
—
|
7,667 | 12.6% |
P
S
|
68,427 | $24,177,312 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 2.40% | 2.97% |
#14
7
Prev: #7
|
1.5 |
—
|
359 | 1.0% |
P
S
|
37,955 | $19,029,119 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MELI
MERCADOLIBRE I...
|
Consumer Cyclical | 1.81% | 1.81% |
#15
1
Prev: #16
|
3.2 |
—
|
1,936 | 29.7% |
P
S
|
8,463 | $14,365,012 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FIS
FIDELITY NATL I...
|
Technology | 1.41% | 1.77% |
#16
1
Prev: #17
|
3.1 |
—
|
51,516 | 21.9% |
P
S
|
286,976 | $11,157,627 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DHR
DANAHER CORP DE...
|
Healthcare | 1.31% | 1.39% |
#17
2
Prev: #19
|
2.5 |
—
|
8,832 | 19.4% |
P
S
|
54,382 | $10,358,684 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GWRE
GUIDEWIRE SOFTW...
|
Technology | 1.04% | 0.00% |
#18
543
Prev: #561
|
3.4 |
—
|
66,510 | 41055.6% |
P
S
|
66,672 | $8,203,989 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SGI
SOMNIGROUP INTE...
|
Consumer Cyclical | 0.86% | 1.01% |
#19
1
Prev: #20
|
0.8 |
—
|
1,029 | 1.2% |
P
S
|
86,425 | $6,775,720 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AS
AMER SPORTS INC
|
Consumer Cyclical | 0.46% | 0.00% |
#20
566
Prev: #586
|
3.2 |
—
|
105,735 | 14850.4% |
P
S
|
106,447 | $3,602,166 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
OFFERPAD SOLUTI...
|
|
Unknown | 0.12% | — |
#21
Prev: #—
|
3.5 |
—
|
195,714 | — |
NEW
|
195,714 | $966,827 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.09% | 0.08% |
#22
Prev: #22
|
2.0 |
—
|
206 | 11.8% |
P
S
|
1,954 | $698,301 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.08% | 0.07% |
#23
Prev: #23
|
2.0 |
—
|
174 | 12.4% |
P
S
|
1,578 | $596,090 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.06% | 0.06% |
#24
Prev: #24
|
2.0 |
—
|
121 | 12.0% |
P
S
|
1,129 | $474,857 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.06% | 0.02% |
#25
42
Prev: #67
|
0.5 |
—
|
-6 | -1.6% |
P
S
|
381 | $439,784 | 2014 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.05% | 0.04% |
#26
Prev: #26
|
0.5 |
—
|
11 | 3.8% |
P
S
|
303 | $363,427 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.04% | 0.02% |
#27
53
Prev: #80
|
0.5 |
—
|
-39 | -6.6% |
P
S
|
549 | $318,920 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IWB
ISHARES TR
|
ETF | 0.04% | 0.04% |
#28
2
Prev: #30
|
2.0 |
—
|
93 | 14.3% |
P
S
|
743 | $304,259 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IWM
ISHARES TR
|
ETF | 0.04% | 0.04% |
#29
1
Prev: #28
|
2.0 |
—
|
56 | 5.9% |
P
S
|
1,011 | $303,755 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.04% | 0.04% |
#30
3
Prev: #27
|
2.0 |
—
|
46 | 5.4% |
P
S
|
897 | $293,615 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FIG
FIGMA INC
|
Technology | 0.03% | 0.05% |
#31
6
Prev: #25
|
1.0 |
—
|
no change | no change |
P
S
|
13,274 | $240,127 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INDV
INDIVIOR PHARMA...
|
Healthcare | 0.03% | 0.00% |
#32
417
Prev: #449
|
3.0 |
—
|
4,852 | 496.6% |
P
S
|
5,829 | $239,164 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BTSG
BRIGHTSPRING HE...
|
Healthcare | 0.03% | 0.01% |
#33
329
Prev: #362
|
3.0 |
—
|
2,521 | 286.5% |
P
S
|
3,401 | $237,186 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PLXS
PLEXUS CORP
|
Technology | 0.03% | 0.02% |
#34
9
Prev: #43
|
0.5 |
—
|
30 | 4.1% |
P
S
|
766 | $230,313 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.03% | 0.02% |
#35
75
Prev: #110
|
0.5 |
—
|
23 | 4.7% |
P
S
|
512 | $221,865 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.03% | 0.04% |
#36
5
Prev: #31
|
0.5 |
—
|
33 | 2.3% |
P
S
|
1,459 | $221,039 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WDC
WESTERN DIGITAL...
|
Technology | 0.03% | 0.01% |
#37
225
Prev: #262
|
3.0 |
—
|
159 | 86.9% |
P
S
|
342 | $218,442 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BCPC
BALCHEM CORP
|
Basic Materials | 0.03% | 0.02% |
#38
16
Prev: #54
|
3.0 |
—
|
446 | 54.9% |
P
S
|
1,259 | $212,708 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
APH
AMPHENOL CORP
|
Technology | 0.03% | 0.01% |
#39
146
Prev: #185
|
3.0 |
—
|
645 | 115.2% |
P
S
|
1,205 | $212,466 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 0.03% | 0.01% |
#40
127
Prev: #167
|
3.0 |
—
|
3,391 | 218.9% |
P
S
|
4,940 | $209,160 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.03% | 0.02% |
#41
87
Prev: #128
|
0.5 |
—
|
2 | 0.7% |
P
S
|
278 | $200,994 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.03% | 0.04% |
#42
13
Prev: #29
|
2.0 |
—
|
85 | 6.1% |
P
S
|
1,469 | $200,842 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INTC
INTEL CORP
|
Technology | 0.02% | 0.01% |
#43
147
Prev: #190
|
0.5 |
—
|
-170 | -10.9% |
P
S
|
1,386 | $193,527 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PRVA
PRIVIA HEALTH G...
|
Healthcare | 0.02% | 0.02% |
#44
8
Prev: #52
|
2.0 |
—
|
461 | 6.8% |
P
S
|
7,269 | $187,031 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AGYS
AGILYSYS INC
|
Technology | 0.02% | 0.00% |
#45
987
Prev: #1032
|
3.0 |
—
|
1,653 | 1343.9% |
P
S
|
1,776 | $185,592 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DBD
DIEBOLD NIXDORF...
|
Technology | 0.02% | 0.02% |
#46
9
Prev: #55
|
2.0 |
—
|
356 | 19.6% |
P
S
|
2,168 | $184,323 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ICHR
ICHOR HOLDINGS
|
Technology | 0.02% | 0.00% |
#47
888
Prev: #935
|
3.0 |
—
|
1,381 | 539.5% |
P
S
|
1,637 | $183,802 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FSS
FEDERAL SIGNAL ...
|
Industrials | 0.02% | 0.01% |
#48
188
Prev: #236
|
3.0 |
—
|
923 | 182.4% |
P
S
|
1,429 | $183,612 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.02% | 0.03% |
#49
17
Prev: #32
|
2.0 |
—
|
94 | 6.2% |
P
S
|
1,620 | $183,481 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.02% | 0.02% |
#50
5
Prev: #45
|
2.0 |
—
|
44 | 6.5% |
P
S
|
721 | $181,432 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-50 of 1388 holdings