Q2 2026 13F · SEC CIK 1555283

Kemnay Advisory Services Inc.

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $791.5M
Reported positions: 1,169
Top holdings a year, 3 yrs: +22.2%
Average holding period: 3.5 yrs

Kemnay Advisory Services Inc. is a wealth manager that reported 1,169 positions worth $791.5M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Vornado Rlty Tr (VNO, 29.0%), Ishares Inc (EWJ, 13.4%), Taiwan Semiconductor Manufac (TSM, 6.5%). A portfolio copying its top holdings returned 22.2% a year over the last 3 years, against 22.3% for the S&P 500.

Kemnay Advisory Services Inc. holdings largest 50 of 1,169 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Kemnay Advisory Services Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VNOVornado Rlty Tr	29.0%	24.4%	5,834,481	+0.0%	$229.3M
EWJIshares Inc	13.4%	15.5%	1,139,610	+0.0%	$106.3M
TSMTaiwan Semiconductor Manufac	6.5%	5.8%	108,077	+1.9%	$51.6M
COINCoinbase Global Inc	5.5%	8.3%	295,121	-0.0%	$43.1M
VVisa Inc	3.5%	2.8%	81,262	+42.7%	$27.9M
BRK-BBerkshire Hathaway Inc Del	3.5%	2.8%	55,690	+51.1%	$27.9M
MAMastercard Incorporated	3.5%	—	53,561	—	$27.5M
AAPLApple Inc	3.5%	3.0%	94,671	+30.5%	$27.4M
NVDANvidia Corporation	3.2%	2.9%	127,745	+24.4%	$25.6M
METAMeta Platforms Inc	3.2%	2.7%	44,425	+53.7%	$25.0M
AMZNAmazon Com Inc	3.1%	3.0%	103,553	+14.1%	$24.7M
MSFTMicrosoft Corp	3.1%	2.8%	65,970	+39.3%	$24.6M
GOOGAlphabet Inc	3.1%	2.8%	68,427	+12.6%	$24.2M
TMOThermo Fisher Scientific Inc	2.4%	3.0%	37,955	+1.0%	$19.0M
MELIMercadolibre Inc	1.8%	1.8%	8,463	+29.7%	$14.4M
FISFidelity Natl Information Sv	1.4%	1.8%	286,976	+21.9%	$11.2M
DHRDanaher Corp Del	1.3%	1.4%	54,382	+19.4%	$10.4M
GWREGuidewire Software Inc	1.0%	—	66,672	—	$8.2M
TPXSomnigroup International Inc	0.9%	1.0%	86,425	+1.2%	$6.8M
ASAmer Sports Inc	0.5%	—	106,447	—	$3.6M
OPADOfferpad Solutions Inc	0.1%	—	195,714	—	$967K
GOOGLAlphabet Inc	0.1%	0.1%	1,954	+11.8%	$698K
AVGOBroadcom Inc	0.1%	0.1%	1,578	+12.4%	$596K
TSLATesla Inc	0.1%	0.1%	1,129	+12.0%	$475K
MUMicron Technology Inc	0.1%	—	381	—	$440K
LLYEli Lilly & Co	0.0%	0.0%	303	+3.8%	$363K
AMDAdvanced Micro Devices Inc	0.0%	—	549	—	$319K
IWBIshares Tr	0.0%	0.0%	743	+14.3%	$304K
IWMIshares Tr	0.0%	0.0%	1,011	+5.9%	$304K
JPMJpmorgan Chase & Co	0.0%	0.0%	897	+5.4%	$294K
FIGFigma Inc	0.0%	0.0%	13,274	+0.0%	$240K
INDVIndivior Pharmaceuticals Inc	0.0%	—	5,829	—	$239K
BTSGBrightspring Health Services I	0.0%	—	3,401	—	$237K
PLXSPlexus Corp	0.0%	0.0%	766	+4.1%	$230K
LRCXLam Research Corp	0.0%	—	512	—	$222K
TJXTjx Cos Inc New	0.0%	0.0%	1,459	+2.3%	$221K
WDCWestern Digital Corp Com	0.0%	—	342	—	$218K
BCPCBalchem Corp	0.0%	—	1,259	—	$213K
APHAmphenol Corp	0.0%	—	1,205	—	$212K
VZVerizon Communications Inc	0.0%	—	4,940	—	$209K
AMATApplied Matls Inc	0.0%	—	278	—	$201K
XOMExxon Mobil Corp	0.0%	0.0%	1,469	+6.1%	$201K
INTCIntel Corp	0.0%	—	1,386	—	$194K
PRVAPrivia Health Group Inc	0.0%	—	7,269	—	$187K
AGYSAgilysys Inc	0.0%	—	1,776	—	$186K
DBDDiebold Nixdorf Inc	0.0%	—	2,168	—	$184K
ICHRIchor Holdings	0.0%	—	1,637	—	$184K
FSSFederal Signal Corp	0.0%	—	1,429	—	$184K
WMTWalmart Inc	0.0%	0.0%	1,620	+6.2%	$183K
ABBVAbbvie Inc	0.0%	0.0%	721	+6.5%	$181K

What Kemnay Advisory Services Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

META Meta Platforms Inc+53.7% shares
BRK-B Berkshire Hathaway Inc Del+51.1% shares
V Visa Inc+42.7% shares
MSFT Microsoft Corp+39.3% shares
AAPL Apple Inc+30.5% shares
MELI Mercadolibre Inc+29.7% shares
NVDA Nvidia Corporation+24.4% shares
FIS Fidelity Natl Information Sv+21.9% shares

Reduced

No position shrank by more than 5%.

Left the top 50

INDA Ishares Trwas 3.1%
SPY State Str Spdr S&p 500 ETF Twas 2.7%
INTU Intuitwas 1.5%
OPAD Offerpad Solutions Incwas 0.1%
JCI Johnson Controls Internationwas 0.0%
CVS Cvs Health Corpwas 0.0%
FN Fabrinetwas 0.0%
CLH Clean Harbors Incwas 0.0%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: -4.4% /yr; S&P 500 +11.7%
3 years: +22.2% /yr; S&P 500 +22.3%
5 years: +8.1% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F 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

Questions about Kemnay Advisory Services Inc.'s portfolio

What stocks does Kemnay Advisory Services Inc. own?

Kemnay Advisory Services Inc.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 1,169 positions worth $791.5M. The largest are Vornado Rlty Tr (VNO) at 29.0%, Ishares Inc (EWJ) at 13.4%, Taiwan Semiconductor Manufac (TSM) at 6.5%, Coinbase Global Inc (COIN) at 5.5% and Visa Inc (V) at 3.5%.

What did Kemnay Advisory Services Inc. buy last quarter?

In Q2 2026, Kemnay Advisory Services Inc. added Meta Platforms Inc (META) (+53.7% shares), Berkshire Hathaway Inc Del (BRK-B) (+51.1% shares) and Visa Inc (V) (+42.7% shares), compared with its Q1 2026 filing.

What did Kemnay Advisory Services Inc. sell last quarter?

In Q2 2026, Kemnay Advisory Services Inc. cut from its top 50 Ishares Tr (INDA), cut from its top 50 State Str Spdr S&p 500 ETF T (SPY), cut from its top 50 Intuit (INTU), cut from its top 50 Offerpad Solutions Inc (OPAD) and cut from its top 50 Johnson Controls Internation (JCI), compared with its Q1 2026 filing.

How has Kemnay Advisory Services Inc.'s portfolio performed?

A portfolio copying Kemnay Advisory Services Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +22.2% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: -4.4% against +11.7%. Over 5 years: +8.1% a year against +10.6%.

When is Kemnay Advisory Services Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Kemnay Advisory Services Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.