Kemnay Advisory Services
Kemnay Advisory Services reported 1,169 stocks worth $791M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are VNO (29.0%), EWJ (13.4%) and TSM (6.5%). Compared with Q1 2026, the fund opened new positions in OPAD, ECPG and HAPN, added to TSM, V and BRK.B, trimmed MU, AMD and INTC and sold out of INDA, SPY and OPAD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VNO Vornado Rlty TR | $229M | 29.0% | 5.8M | No change | 8 of 8 | |
| 2 |  EWJ Ishares Inc | $106M | 13.4% | 1.1M | No change | 8 of 8 | |
| 3 |  TSM Taiwan Semiconductor Mfg Ltd | $51.6M | 6.5% | 108K | +1,994 (+2%) | 8 of 8 | |
| 4 |  COIN Coinbase Global Inc | $43.1M | 5.5% | 295K | No change | 8 of 8 | |
| 5 |  V Visa Inc | $27.9M | 3.5% | 81K | +24K (+43%) | 8 of 8 | |
| 6 |  BRK.B Berkshire Hathaway Inc Del | $27.9M | 3.5% | 56K | +19K (+51%) | 8 of 8 | |
| 7 |  MA Mastercard Incorporated | $27.5M | 3.5% | 54K | +53K (+20421%) | 6 of 8 | |
| 8 |  AAPL Apple Inc | $27.4M | 3.5% | 95K | +22K (+31%) | 8 of 8 | |
| 9 |  NVDA Nvidia Corporation | $25.6M | 3.2% | 128K | +25K (+24%) | 8 of 8 | |
| 10 |  META Meta Platforms Inc | $25M | 3.2% | 44K | +16K (+54%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 INDA Ishares TR | $19.5M | 416K |
 SPY Spdr S&P 500 ETF TR | $17.1M | 26K |
 OPAD Offerpad Solutions Inc | $904K | 1.4M |
 FN Fabrinet | $165K | 316 |
 CLH Clean Harbors Inc | $159K | 554 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Kemnay Advisory Services 13F FAQ
What does Kemnay Advisory Services own?
Kemnay Advisory Services reported 1,169 stocks worth $791M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are VNO (29.0%), EWJ (13.4%) and TSM (6.5%). The table above lists every position in the filing (the top 10 without an account).
What did Kemnay Advisory Services buy and sell in Q2 2026?
Compared with Q1 2026: 198 new positions, 590 added to, 368 trimmed and 219 sold out. New positions include OPAD, ECPG and HAPN. It sold all of INDA, SPY and OPAD.
When will Kemnay Advisory Services file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Kemnay Advisory Services's portfolio worth?
The Q2 2026 filing reports $791M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.