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KAS
Kemnay Advisory Services Portfolio holdings
AUM
$622M
1-Year Est. Return
14.52%
This Fund
S&P 500
This Quarter
Est. Return
-6.01%
1 Year Est. Return
+14.52%
3 Year Est. Return
+153.23%
5 Year Est. Return
+118.6%
10 Year Est. Return
+594.6%
AUM
$663M
AUM Growth
+$5.58M
(+0.85%)
Cap. Flow
+$67.5M
Cap. Flow
% of AUM
10.18%
Top 10 Holdings %
Top 10 Hldgs %
74.04%
Holding
862
New
840
Increased
11
Reduced
8
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Coinbase
COIN
|
+$26.8M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$18M |
| 3 |
Meta Platforms (Facebook)
META
|
+$5.8M |
| 4 |
Mercado Libre
MELI
|
+$2.91M |
| 5 |
Microsoft
MSFT
|
+$2.47M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Capital One
COF
|
+$17.5M |
| 2 |
TSMC
TSM
|
+$6.39M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$5.44M |
| 4 |
Oracle
ORCL
|
+$4.04M |
| 5 |
Joby Aviation
JOBY
|
+$2.65M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Real Estate | 29.68% |
| 2 | Technology | 17.8% |
| 3 | Financials | 16.57% |
| 4 | Consumer Discretionary | 6.39% |
| 5 | Communication Services | 6.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Salesforce
CRM
$151B
| $95.9K | 0.01% |
+362
| New | +$90K |
|
177
Riot Platforms
RIOT
$7.63B
| $95.7K | 0.01% |
+7,555
| New | +$129K |
|
178
OppFi
OPFI
$800M
| $95.4K | 0.01% |
+9,117
| New | +$92.5K |
|
179
Patria Investments
PAX
$1.75B
| $94.2K | 0.01% |
+5,928
| New | +$88.7K |
|
180
HealthEquity
HQY
$8.41B
| $93.8K | 0.01% |
+1,024
| New | +$98K |
|
181
Delek US
DK
$4.16B
| $93.5K | 0.01% |
+3,152
| New | +$113K |
|
|
CPRX
182
DELISTED
Catalyst Pharmaceutical
CPRX
| $92.9K | 0.01% |
+3,979
| New | +$88.6K |
|
183
MYR Group
MYRG
$5.19B
| $92.6K | 0.01% |
+424
| New | +$92.3K |
|
184
NextEra Energy
NEE
$181B
| $90.9K | 0.01% |
+1,132
| New | +$93.8K |
|
185
Preferred Bank
PFBC
$1.24B
| $90.7K | 0.01% |
+961
| New | +$89.6K |
|
186
Douglas Dynamics
PLOW
$1.02B
| $90.6K | 0.01% |
+2,776
| New | +$87.8K |
|
187
RingCentral
RNG
$4.66B
| $90.6K | 0.01% |
+3,138
| New | +$89.4K |
|
188
Boot Barn
BOOT
$4.51B
| $90.5K | 0.01% |
+513
| New | +$95.7K |
|
189
Harmonic Inc
HLIT
$1.25B
| $89.8K | 0.01% |
+9,080
| New | +$91.5K |
|
190
Hope Bancorp
HOPE
$1.79B
| $89.3K | 0.01% |
+8,147
| New | +$87.8K |
|
|
BRSL
191
Brightstar Lottery PLC
BRSL
$1.84B
| $89.3K | 0.01% |
+5,767
| New | +$94K |
|
192
Designer Brands
DBI
$307M
| $89.2K | 0.01% |
+12,003
| New | +$57.7K |
|
193
NETGEAR
NTGR
$648M
| $88.7K | 0.01% |
+3,615
| New | +$104K |
|
194
Domo
DOMO
$174M
| $88.1K | 0.01% |
+10,451
| New | +$123K |
|
195
Plexus
PLXS
$6.72B
| $87.9K | 0.01% |
+598
| New | +$87.7K |
|
196
S&P Global
SPGI
$121B
| $87.8K | 0.01% |
+168
| New | +$83.1K |
|
197
McDonald's
MCD
$192B
| $86.8K | 0.01% |
+284
| New | +$87K |
|
198
Perella Weinberg Partners
PWP
$1.29B
| $86.4K | 0.01% |
+4,995
| New | +$93.2K |
|
199
Abbott
ABT
$183B
| $85.4K | 0.01% |
+682
| New | +$86.9K |
|
200
Lam Research
LRCX
$367B
| $85.4K | 0.01% |
+499
| New | +$77.6K |
|
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Kemnay Advisory Services's Q4 2025 Portfolio in Review
As of Q4 2025, Kemnay Advisory Services held 862 positions worth $663M, up 0.85% from $658M the previous quarter. Its ten largest holdings account for 74% of the portfolio.
Kemnay Advisory Services deployed $67.5M of net new capital in Q4 2025, opening 840 new positions and adding to 11 existing holdings. Its largest new stake was State Street SPDR S&P 500 ETF Trust: 26,698 shares worth $18.2M.
By sector, the portfolio is most concentrated in Real Estate at 30% of assets, down from 37% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Capital One, an estimated $17.5M trimmed.
- Kemnay Advisory Services's largest Q4 2025 buy was State Street SPDR S&P 500 ETF Trust: 26,698 shares worth $18.2M.
- Kemnay Advisory Services added most to Coinbase in Q4 2025, an estimated $26.8M increase.
- Kemnay Advisory Services's biggest Q4 2025 reduction was Capital One, cutting an estimated $17.5M.
- Kemnay Advisory Services's ten largest holdings make up 74% of its $663M portfolio in Q4 2025.
- Kemnay Advisory Services opened 840 new positions and closed 0 in Q4 2025.
- Kemnay Advisory Services's portfolio value rose 0.85% quarter-over-quarter to $663M.
Based on Kemnay Advisory Services's 13F filing for Q4 2025, filed 17 Feb 2026.