Managers / Q4 2023 · view latest →
Kemnay Advisory Services Inc.
CIK 0001555283 · 1 ROCKEFELLER PLAZA, SUITE 1800, NEW YORK, NY, 10020 · (212) 218-6982
Reported Value
$412M
Q4 2023
Positions
23
Filings on Record
30
2019–present window
Filed
Feb 14, 2024
original filing
Summary
Kemnay Advisory Services Inc. reported $412M in U.S.-listed holdings across 23 positions for Q4 2023.
The portfolio is heavily concentrated: VNO alone accounts for 40.0% of reported value.
Compared with Q3 2023, the fund opened 4 new positions and exited 3.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2023
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $622M | 1,190 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $663M | 862 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $658M | 22 | Nov 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $629M | 23 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $532M | 24 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $557M | 24 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $552M | 24 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $481M | 25 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $520M | 24 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $412M | 23 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $334M | 22 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $228M | 24 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $198M | 23 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $198.8B | 23 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $311M | 34 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $411M | 35 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $561M | 34 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $712M | 34 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $762M | 87 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $844M | 91 | Aug 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $716M | 86 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $789M | 90 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $721M | 80 | Nov 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $676M | 83 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $356M | 64 | May 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $403M | 67 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $390M | 87 | Nov 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $409M | 76 | Aug 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $466M | 139 | May 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $267M | 128 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.