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Portfolio (Quarterly) Guide ↗

Kemnay Advisory Services Inc.

· CIK 0001555283
13F Portfolio $622M AUM 1,190 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 456 New 388 Added 319 Reduced 128 Exited
Page 2 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 NN NEXTNAV INC Communication Services 5,853 $97K 0.01% SOLD
22 IDT IDT CORP Communication Services 1,883 $96K 0.01% SOLD
23 PAX PATRIA INVESTMENTS LIMITED Financial Services 5,928 $94K 0.01% SOLD
24 PFBC PREFERRED BK LOS ANGELES CA Financial Services 961 $91K 0.01% SOLD
25 HLIT HARMONIC INC Technology 9,080 $90K 0.01% SOLD
26 HOPE HOPE BANCORP INC Financial Services 8,147 $89K 0.01% SOLD
27 BRIGHTSTAR LOTTERY PLC 5,767 $89K 0.01% SOLD
28 NTGR NETGEAR INC Technology 3,615 $89K 0.01% SOLD
29 DOMO DOMO INC Technology 10,451 $88K 0.01% SOLD
30 SPGI S&P GLOBAL INC Financial Services 168 $88K 0.01% SOLD
31 PWP PERELLA WEINBERG PARTNERS Financial Services 4,995 $86K 0.01% SOLD
32 AUPH AURINIA PHARMACEUTICALS INC Healthcare 5,150 $82K 0.01% SOLD
33 BKE BUCKLE INC Consumer Cyclical 1,506 $80K 0.01% SOLD
34 CRY ARTIVION INC 1,743 $79K 0.01% SOLD
35 LZ LEGALZOOM COM INC Industrials 7,415 $74K 0.01% SOLD
36 MD PEDIATRIX MEDICAL GROUP INC Healthcare 3,322 $71K 0.01% SOLD
37 CBZ CBIZ INC Industrials 1,400 $71K 0.01% SOLD
38 KODK EASTMAN KODAK CO Industrials 8,348 $71K 0.01% SOLD
39 AMRC AMERESCO INC Industrials 2,362 $69K 0.01% SOLD
40 TWO HBRS INVT CORP 6,471 $68K 0.01% SOLD
Page 2 of 7  ·  128 positions
Sector Allocation
Real Estate 31.9%
Technology 24.6%
Financial Services 19.1%
Communication Services 7.4%
Consumer Cyclical 7.2%
Healthcare 6.9%
Industrials 1.4%
Energy 0.5%
Basic Materials 0.3%
Utilities 0.3%