Portfolio (Quarterly)
Guide ↗
Kemnay Advisory Services Inc.
· CIK 0001555283| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | CMPR | CIMPRESS PLC | Communication Services | 994 | $66K | 0.01% | SOLD |
| 42 | FWRG | FIRST WATCH RESTAURANT GROUP | Consumer Cyclical | 4,353 | $66K | 0.01% | SOLD |
| 43 | EGAN | EGAIN CORP | Technology | 6,347 | $65K | 0.01% | SOLD |
| 44 | SONO | SONOS INC | Technology | 3,667 | $64K | 0.01% | SOLD |
| 45 | FLNG | FLEX LNG LTD | Energy | 2,565 | $64K | 0.01% | SOLD |
| 46 | MCFT | MASTERCRAFT BOAT HLDGS INC | Consumer Cyclical | 3,320 | $63K | 0.01% | SOLD |
| 47 | OSG | OCTAVE SPECIALTY GROUP INC | Financial Services | 8,059 | $63K | 0.01% | SOLD |
| 48 | HDSN | HUDSON TECHNOLOGIES INC | Basic Materials | 9,124 | $62K | 0.01% | SOLD |
| 49 | BLMN | BLOOMIN BRANDS INC | Consumer Cyclical | 10,035 | $62K | 0.01% | SOLD |
| 50 | COLL | COLLEGIUM PHARMACEUTICAL INC | Healthcare | 1,322 | $61K | 0.01% | SOLD |
| 51 | CWAN | CLEARWATER ANALYTICS HLDGS I | Technology | 2,491 | $60K | 0.01% | SOLD |
| 52 | OMCL | OMNICELL COM | Healthcare | 1,277 | $58K | 0.01% | SOLD |
| 53 | ARKO | ARKO CORP | Consumer Cyclical | 12,671 | $58K | 0.01% | SOLD |
| 54 | — | PIPER SANDLER COMPANIES | — | 167 | $57K | 0.01% | SOLD |
| 55 | — | PURSUIT ATTRACTIONS AND HOSP | — | 1,641 | $55K | 0.01% | SOLD |
| 56 | AMSF | AMERISAFE INC | Financial Services | 1,393 | $54K | 0.01% | SOLD |
| 57 | PANL | PANGAEA LOGISTICS SOLUTION L | Industrials | 7,765 | $53K | 0.01% | SOLD |
| 58 | SIBN | SI-BONE INC | Healthcare | 2,706 | $53K | 0.01% | SOLD |
| 59 | GRND | GRINDR INC | Technology | 3,926 | $53K | 0.01% | SOLD |
| 60 | CNMD | CONMED CORP | Healthcare | 1,281 | $52K | 0.01% | SOLD |
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%