1y return+3.9%S&P 500 +20.9%
3y return+70.9%S&P 500 +68.5%
5y return+50.9%S&P 500 +74.5%
10y return+256.4%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $356 against $357 in the S&P 500.2
Kemnay Advisory Services Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VNOVornado Rlty Tr | $229.3M | 29.0% | |
| EWJIshares Inc | $106.3M | 13.4% | |
| TSMTaiwan Semiconductor Manufac | $51.6M | 6.5% | +1.9% |
| COINCoinbase Global Inc | $43.1M | 5.5% | |
| VVisa Inc | $27.9M | 3.5% | +42.7% |
| BRK/BBerkshire Hathaway Inc Del | $27.9M | 3.5% | +51.1% |
| MAMastercard Incorporated | $27.5M | 3.5% | +20421.5% |
| AAPLApple Inc | $27.4M | 3.5% | +30.5% |
| NVDANvidia Corporation | $25.6M | 3.2% | +24.4% |
| METAMeta Platforms Inc | $25.0M | 3.2% | +53.7% |
| AMZNAmazon Com Inc | $24.7M | 3.1% | +14.1% |
| MSFTMicrosoft Corp | $24.6M | 3.1% | +39.3% |
| GOOGAlphabet Inc | $24.2M | 3.1% | +12.6% |
| TMOThermo Fisher Scientific Inc | $19.0M | 2.4% | |
| MELIMercadolibre Inc | $14.4M | 1.8% | +29.7% |
| FISFidelity Natl Information Sv | $11.2M | 1.4% | +21.9% |
| DHRDanaher Corp Del | $10.4M | 1.3% | +19.4% |
| GWREGuidewire Software Inc | $8.2M | 1.0% | +41055.6% |
| SGISomnigroup International Inc | $6.8M | 0.9% | +1.2% |
| Amer Sports IncCUSIP G0260P102 | $3.6M | 0.5% | +14850.4% |
| OPADOfferpad Solutions Inc | $967K | 0.1% | New |
| GOOGLAlphabet Inc | $698K | 0.1% | +11.8% |
| AVGOBroadcom Inc | $596K | 0.1% | +12.4% |
| TSLATesla Inc | $475K | 0.1% | +12.0% |
| MUMicron Technology Inc | $440K | 0.1% | −1.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $24.2M |
| NVDANvidia Corporation | June 30, 2023 | +373.0% | $25.6M |
| WDCWestern Digital Corp | December 31, 2025 | +270.8% | $218K |
| TSMTaiwan Semiconductor Manufac | March 31, 2024 | +251.0% | $51.6M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $27.4M |
| AMDAdvanced Micro Devices Inc | December 31, 2025 | +171.3% | $319K |
| LRCXLam Research Corp | December 31, 2025 | +153.1% | $222K |
| METAMeta Platforms Inc | June 30, 2020 | +148.1% | $25.0M |
| PLXSPlexus Corp | December 31, 2025 | +104.5% | $230K |
| BTSGBrightspring Health Svcs Inc | December 31, 2025 | +86.2% | $237K |
Sold off last quarter
- INDAIshares Tr was $19.5M
- SPYState Str Spdr S&p 500 Etf T was $17.1M
- Offerpad Solutions IncCUSIP 67623L307 was $904K
- FabrinetCUSIP G3323L100 was $165K
- CLHClean Harbors Inc was $159K
- SFStifel Finl Corp was $142K
- MANManpowergroup Inc Wis was $142K
- WWDWoodward Inc was $140K
- Carnival CorpCUSIP 143658300 was $135K
- STRLSterling Infrastructure Inc was $119K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +18.7% | +14.8% |
| March 31, 2026 | −12.1% | −4.6% |
| December 31, 2025 | −7.8% | +2.4% |
| September 30, 2025 | +7.9% | +7.8% |
| June 30, 2025 | +16.0% | +10.5% |
| March 31, 2025 | −10.5% | −4.6% |
| December 31, 2024 | +6.3% | +2.1% |
| September 30, 2024 | +15.6% | +5.4% |
| June 30, 2024 | −3.7% | +4.0% |
| March 31, 2024 | +12.1% | +10.0% |
| December 31, 2023 | +23.1% | +11.2% |
| September 30, 2023 | −2.9% | −3.6% |
| June 30, 2023 | +8.8% | +8.3% |
| March 31, 2023 | +23.6% | +7.0% |
| December 31, 2022 | +1.3% | +7.1% |
| September 30, 2022 | −3.8% | −5.3% |
| June 30, 2022 | −24.9% | −16.5% |
| March 31, 2022 | −9.4% | −4.9% |
| December 31, 2021 | +0.3% | +10.7% |
| September 30, 2021 | −1.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Kemnay Advisory Services Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1555283&type=13F-HR&dateb=&owner=include&count=40CIK 1555283
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1555283/000119312526350683/Filed August 14, 2026 · accession 0001193125-26-350683