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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 5 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 EXPI EXP WORLD HLDGS INC Real Estate 4,137 $37K 0.01% SOLD
82 BLFS BIOLIFE SOLUTIONS INC Healthcare 1,467 $35K 0.01% SOLD
83 CSTL CASTLE BIOSCIENCES INC Healthcare 889 $35K 0.01% SOLD
84 TNK TEEKAY TANKERS LTD Energy 623 $33K 0.01% SOLD
85 LGIH LGI HOMES INC Consumer Cyclical 754 $32K 0.01% SOLD
86 TRTX TPG RE FIN TR INC Real Estate 3,476 $30K 0.01% SOLD
87 TTAM TITAN AMER SA Basic Materials 1,815 $30K 0.01% SOLD
88 TGLS TECNOGLASS INC Basic Materials 551 $28K 0.00% SOLD
89 OPRT OPORTUN FINL CORP Financial Services 5,225 $28K 0.00% SOLD
90 ANGO ANGIODYNAMICS INC Healthcare 2,141 $27K 0.00% SOLD
91 TPB TURNING PT BRANDS INC Consumer Defensive 251 $27K 0.00% SOLD
92 AOMR ANGEL OAK MORTGAGE REIT INC Real Estate 3,003 $26K 0.00% SOLD
93 SMBK SMARTFINANCIAL INC Financial Services 664 $25K 0.00% SOLD
94 LYTS LSI INDS INC OHIO Technology 1,333 $24K 0.00% SOLD
95 ELMD ELECTROMED INC Healthcare 773 $23K 0.00% SOLD
96 APLD APPLIED DIGITAL CORP Technology 897 $22K 0.00% SOLD
97 AVNW AVIAT NETWORKS INC Technology 959 $21K 0.00% SOLD
98 ECPG ENCORE CAP GROUP INC Financial Services 377 $20K 0.00% SOLD
99 CEVA CEVA INC Technology 933 $20K 0.00% SOLD
100 FTRE FORTREA HLDGS INC Healthcare 1,065 $18K 0.00% SOLD
Page 5 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%