Kemnay Advisory Services Inc. holds a focused book of 1190 stocks worth $622.3M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Ishares Msci India ETF and trimmed Coinbase Global Inc -Class A. Their largest long position is Vornado Realty Trust at 24% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1555283/holdings"
Use Arkolith to show Kemnay Advisory Services Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
79% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vornado Rlty TR SH BEN INT | $151.6M | 5.83M | 24.4% | —Held | |
| 2 | Ishares Inc MSCI JAPAN ETF | $96.2M | 1.14M | 15.5% | ▲+31% Added · +270K sh | |
| 3 | Coinbase Global Inc COM CL A | $51.5M | 295.2K | 8.3% | ▼~0% Reduced · −23 sh | |
| 4 | Taiwan Semiconductor Manufac SPONSORED ADS | $35.9M | 106.1K | 5.8% | ▼−17% Reduced · −22K sh | |
| 5 | Ishares TR MSCI INDIA ETF | $19.5M | 415.7K | 3.1% | ▲New New position | |
| 6 | Amazon Com Inc COM | $18.9M | 90.8K | 3.0% | ▲+14% Added · +11K sh | |
| 7 | Thermo Fisher Scientific Inc COM | $18.5M | 37.6K | 3.0% | ▼−6.4% Reduced · −3K sh | |
| 8 | Apple Inc COM | $18.4M | 72.5K | 3.0% | ▲+2.0% Added · +1K sh | |
| 9 | Nvidia Corporation COM | $17.9M | 102.7K | 2.9% | ▼~0% Reduced · −30 sh | |
| 10 | Berkshire Hathaway Inc Del CL B NEW | $17.7M | 36.9K | 2.8% | ▲+2.3% Added · +829 sh | |
| 11 | Microsoft Corp COM | $17.5M | 47.3K | 2.8% | ▲+27% Added · +10K sh | |
| 12 | Alphabet Inc CAP STK CL C | $17.4M | 60.8K | 2.8% | ▼−4.2% Reduced · −3K sh | |
| 13 | Visa Inc COM CL A | $17.2M | 57.0K | 2.8% | ▲+3.3% Added · +2K sh | |
| 14 | State STR SPDR S&P 500 ETF T TR UNIT | $17.1M | 26.3K | 2.7% | ▼−1.5% Reduced · −412 sh | |
| 15 | Meta Platforms Inc CL A | $16.5M | 28.9K | 2.7% | ▼−4.4% Reduced · −1K sh | |
| 16 | Mercadolibre Inc COM | $11.3M | 6.5K | 1.8% | ▲+16% Added · +904 sh | |
| 17 | Fidelity Natl Information SV COM | $11.0M | 235.5K | 1.8% | ▲370× Added · +235K sh | |
| 18 | Intuit COM | $9.1M | 21.0K | 1.5% | ▲+18% Added · +3K sh | |
| 19 | Danaher Corp Del COM | $8.6M | 45.5K | 1.4% | ▲~0% Added · +3 sh | |
| 20 | Somnigroup International Inc COM | $6.3M | 85.4K | 1.0% | —Held | |
| 21 | Offerpad Solutions Inc COM CL A | $904K | 1.38M | 0.1% | —Held | |
| 22 | Alphabet Inc CAP STK CL A | $503K | 1.7K | 0.1% | ▲+1.0% Added · +18 sh | |
| 23 | Broadcom Inc COM | $435K | 1.4K | 0.1% | ▲+1.3% Added · +18 sh | |
| 24 | Tesla Inc COM | $375K | 1.0K | 0.1% | ▲+16% Added · +138 sh | |
| 25 | Figma Inc CLASS A COM STK | $281K | 13.3K | 0.0% | —Held | |
| 26 | Eli Lilly & Co COM | $269K | 292 | 0.0% | ▲+7.3% Added · +20 sh | |
| 27 | JPMorgan Chase & Co COM | $250K | 851 | 0.0% | ▼−20% Reduced · −210 sh | |
| 28 | Ishares TR RUSSELL 2000 ETF | $237K | 955 | 0.0% | ▼−2.4% Reduced · −23 sh | |
| 29 | Exxon Mobil Corp COM | $235K | 1.4K | 0.0% | ▼−17% Reduced · −292 sh | |
| 30 | Ishares TR RUS 1000 ETF | $232K | 650 | 0.0% | ▼−1.5% Reduced · −10 sh | |
| 31 | TJX Cos Inc New COM | $228K | 1.4K | 0.0% | ▲+83% Added · +647 sh | |
| 32 | Walmart Inc COM | $190K | 1.5K | 0.0% | ▼−11% Reduced · −198 sh | |
| 33 | Johnson Controls Internation SHS | $175K | 1.3K | 0.0% | ▲+242% Added · +946 sh | |
| 34 | CVS Health Corp COM | $167K | 2.3K | 0.0% | ▲+366% Added · +2K sh | |
| 35 | Fabrinet SHS | $165K | 316 | 0.0% | ▲+243% Added · +224 sh | |
| 36 | Clean Harbors Inc COM | $159K | 554 | 0.0% | ▲New New position | |
| 37 | Formfactor Inc COM | $158K | 1.6K | 0.0% | ▼−60% Reduced · −2K sh | |
| 38 | Granite Constr Inc COM | $157K | 1.3K | 0.0% | ▲12× Added · +1K sh | |
| 39 | Customers Bancorp Inc COM | $155K | 2.2K | 0.0% | ▲+55% Added · +796 sh | |
| 40 | Natera Inc COM | $150K | 752 | 0.0% | ▲+340% Added · +581 sh | |
| 41 | Hayward Hldgs Inc COM | $150K | 11.2K | 0.0% | ▲+75% Added · +5K sh | |
| 42 | Texas Cap Bancshares Inc COM | $150K | 1.6K | 0.0% | ▲15× Added · +1K sh | |
| 43 | Plexus Corp COM | $149K | 736 | 0.0% | ▲+23% Added · +138 sh | |
| 44 | Paylocity Hldg Corp COM | $147K | 1.4K | 0.0% | ▲+82% Added · +614 sh | |
| 45 | Abbvie Inc COM | $147K | 677 | 0.0% | ▼−3.8% Reduced · −27 sh | |
| 46 | Costco Wholesale Corporation COM | $146K | 147 | 0.0% | ▼−38% Reduced · −89 sh | |
| 47 | Vertiv Holdings Co COM CL A | $145K | 579 | 0.0% | ▲+286% Added · +429 sh | |
| 48 | Dicks Sporting Goods Inc COM | $143K | 722 | 0.0% | ▲New New position | |
| 49 | Stifel Finl Corp COM | $142K | 1.9K | 0.0% | ▲+89% Added · +905 sh | |
| 50 | Manpowergroup Inc Wis COM | $142K | 4.8K | 0.0% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.