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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 7 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 GDDY GODADDY INC Technology 60 $7K 0.00% SOLD
122 AMERICAN COASTAL INS CORP 547 $7K 0.00% SOLD
123 KREF KKR REAL ESTATE FIN TR INC Real Estate 835 $7K 0.00% SOLD
124 CRVL CORVEL CORP Financial Services 95 $6K 0.00% SOLD
125 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 72 $6K 0.00% SOLD
126 IONS IONIS PHARMACEUTICALS INC Healthcare 71 $6K 0.00% SOLD
127 HEI HEICO CORP NEW Industrials 17 $6K 0.00% SOLD
128 USLM UNITED STS LIME & MINERALS I Basic Materials 42 $5K 0.00% SOLD
Page 7 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%