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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 | |
|---|---|---|---|---|---|---|
|
MZTI
201
The Marzetti Company
MZTI
$2.93B
| $84.5K | 0.01% |
+514
| New | +$85.8K |
|
202
Morgan Stanley
MS
$331B
| $84.3K | 0.01% |
+475
| New | +$79.2K |
|
203
Parker-Hannifin
PH
$123B
| $83.5K | 0.01% |
+95
| New | +$77.8K |
|
204
Citigroup
C
$222B
| $83K | 0.01% |
+711
| New | +$73.8K |
|
205
Merit Medical Systems
MMSI
$5.07B
| $82.5K | 0.01% |
+936
| New | +$79.7K |
|
206
Aurinia Pharmaceuticals
AUPH
$1.91B
| $82.1K | 0.01% |
+5,150
| New | +$73K |
|
207
SPX Corp
SPXC
$11B
| $81.2K | 0.01% |
+406
| New | +$82.9K |
|
208
Acushnet Holdings
GOLF
$5.93B
| $81.2K | 0.01% |
+1,017
| New | +$82.5K |
|
209
Walt Disney
DIS
$167B
| $81K | 0.01% |
+712
| New | +$78.4K |
|
210
Applied Materials
AMAT
$403B
| $81K | 0.01% |
+315
| New | +$75.5K |
|
211
Buckle
BKE
$2.25B
| $80.5K | 0.01% |
+1,506
| New | +$83.9K |
|
212
LeMaitre Vascular
LMAT
$2.32B
| $79.6K | 0.01% |
+982
| New | +$84.5K |
|
213
Artivion
AORT
$1.3B
| $79.5K | 0.01% |
+1,743
| New | +$77.6K |
|
214
Linde
LIN
$221B
| $79.3K | 0.01% |
+186
| New | +$79.7K |
|
215
Intuitive Surgical
ISRG
$127B
| $79.3K | 0.01% |
+140
| New | +$74.5K |
|
216
Benchmark Electronics
BHE
$2.87B
| $79.3K | 0.01% |
+1,854
| New | +$80.3K |
|
217
PepsiCo
PEP
$190B
| $78.1K | 0.01% |
+544
| New | +$79.9K |
|
218
Forum Energy Technologies
FET
$708M
| $74.7K | 0.01% |
+2,021
| New | +$62.7K |
|
219
Mistras Group
MG
$484M
| $73.9K | 0.01% |
+5,839
| New | +$65.9K |
|
220
LegalZoom.com
LZ
$1.35B
| $73.6K | 0.01% |
+7,415
| New | +$73.5K |
|
221
Northern Oil and Gas
NOG
$2.3B
| $73.5K | 0.01% |
+3,424
| New | +$76.8K |
|
222
Life Time Group Holdings
LTH
$10.1B
| $73.1K | 0.01% |
+2,749
| New | +$71.6K |
|
223
Qualcomm
QCOM
$155B
| $73K | 0.01% |
+427
| New | +$73.2K |
|
|
MFA
224
MFA Financial
MFA
$926M
| $73K | 0.01% |
+7,844
| New | +$73.1K |
|
225
Robinhood
HOOD
$77.8B
| $71.4K | 0.01% |
+631
| New | +$82.1K |
|
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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.