HoldingsChannel.com
Kemnay Advisory Services Inc. Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
MICROSOFT CORP 281,020 +1,340 $39,070
     MSFT281,020+1,340$39,070
AMAZON COM INC 20,309 +881 $35,255
     AMZN20,309+881$35,255
ALIBABA GROUP HLDG LTD 199,567 +200 $33,374
     BABA199,567+200$33,374
CHARTER COMMUNICATIONS INC N 53,086 -2,661 $21,878
     CHTR53,086-2,661$21,878
SPOTIFY TECHNOLOGY S A 176,460 UNCH $20,116
     SPOT176,460UNCH$20,116
FACEBOOK INC 112,635 +14,843 $20,058
     FB112,635+14,843$20,058
BERKSHIRE HATHAWAY INC DEL      $19,039
     BRK.B91,527+84,303$19,039
ALPHABET INC 15,376 +201 $18,743
     GOOG15,376+201$18,743
MASTERCARD INC 65,933 -4,383 $17,905
     MA65,933-4,383$17,905
NETFLIX INC 65,508 +59,875 $17,531
     NFLX65,508+59,875$17,531
VISA INC 101,788 -6,323 $17,509
     V101,788-6,323$17,509
SERVICENOW INC 64,576 +4,226 $16,393
     NOW64,576+4,226$16,393
ADOBE INC 56,105 UNCH $15,499
     ADBE56,105UNCH$15,499
SALESFORCE COM INC 88,452 UNCH $13,130
     CRM88,452UNCH$13,130
WORKDAY INC 73,575 UNCH $12,505
     WDAY73,575UNCH$12,505
BAIDU INC 89,971 UNCH $9,245
     BIDU89,971UNCH$9,245
MICRON TECHNOLOGY INC 181,613 UNCH $7,782
     MU181,613UNCH$7,782
YANDEX N V 109,268 UNCH $3,825
     YNDX109,268UNCH$3,825
ATHENE HLDG LTD 55,991 +9,325 $2,355
     ATH55,991+9,325$2,355
FIRSTENERGY CORP 48,745 +48,745 $2,351
     FE48,745+48,745$2,351
ALTICE USA INC 80,888 +25,599 $2,320
     ATUS80,888+25,599$2,320
GODADDY INC 33,668 -10,789 $2,221
     GDDY33,668-10,789$2,221
AON PLC 11,362 +195 $2,199
     AON11,362+195$2,199
TRANSDIGM GROUP INC 4,110 -3,174 $2,140
     TDG4,110-3,174$2,140
HCA HEALTHCARE INC 17,340 +17,340 $2,088
     HCA17,340+17,340$2,088
PALO ALTO NETWORKS INC 9,915 +9,915 $2,021
     PANW9,915+9,915$2,021
LIBERTY GLOBAL PLC 83,338 +83,338 $1,983
     LBTYK83,338+83,338$1,983
MERCADOLIBRE INC 3,471 +3,471 $1,913
     MELI3,471+3,471$1,913
SEA LTD 61,682 -13,871 $1,909
     SE61,682-13,871$1,909
VISTRA ENERGY CORP 45,901 -89,602 $1,227
     VST45,901-89,602$1,227
NRG ENERGY INC 30,736 +30,736 $1,217
     NRG30,736+30,736$1,217
THE CHARLES SCHWAB CORPORATI 28,848 +28,848 $1,207
     SCHW28,848+28,848$1,207
OPEN TEXT CORP 28,370 +28,370 $1,158
     OTEX28,370+28,370$1,158
UNITED AIRLINES HLDGS INC 13,043 -27,897 $1,153
     UAL13,043-27,897$1,153
GCI LIBERTY INC 18,263 +18,263 $1,134
     GLIBA18,263+18,263$1,134
ZYNGA INC 194,676 +194,676 $1,133
     ZNGA194,676+194,676$1,133
COMCAST CORP NEW 24,981 +24,981 $1,126
     CMCSA24,981+24,981$1,126
CARMAX INC 12,750 +12,750 $1,122
     KMX12,750+12,750$1,122
AMARIN CORP PLC 73,727 +73,727 $1,118
     AMRN73,727+73,727$1,118
LIBERTY MEDIA CORP DELAWARE 26,433 -26,105 $1,099
     FWONK26,433-26,105$1,099
WILLIS TOWERS WATSON PUB LTD 5,614 -2,018 $1,083
     WLTW5,614-2,018$1,083
CROWN HOLDINGS INC 16,384 -5,734 $1,082
     CCK16,384-5,734$1,082
DELTA AIR LINES INC DEL 18,696 +18,696 $1,077
     DAL18,696+18,696$1,077
FERRARI N V 6,958 -7,110 $1,072
     RACE6,958-7,110$1,072
GDS HLDGS LTD 26,557 -8,957 $1,064
     GDS26,557-8,957$1,064
MOODYS CORP 5,054 +5,054 $1,035
     MCO5,054+5,054$1,035
PAGSEGURO DIGITAL LTD 20,871 +20,871 $967
     PAGS20,871+20,871$967
ZILLOW GROUP INC 32,223 +30,523 $961
     Z32,223+30,523$961
IAC INTERACTIVECORP 4,343 -4,091 $947
     IAC4,343-4,091$947
ASCENDIS PHARMA A S 9,367 +9,367 $902
     ASND9,367+9,367$902

See Full List: All Stocks Held By Kemnay Advisory Services Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Kemnay Advisory Services Inc.

Size ($ in 1000's)
At 09/30/2019: $390,264
At 06/30/2019: $408,652

Kemnay Advisory Services Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Kemnay Advisory Services Inc. 13F filings. Link to 13F filings: SEC filings

Kemnay Advisory Services Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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