Kemnay Advisory Services Inc. Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$663.1M
Holdings
862
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (862 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | 1GSNNOVANTA INC | 1,076 | $128K | 0.02% | |
| 102 | SFSTIFEL FINL CORP | 1,015 | $127K | 0.02% | |
| 103 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 7,870 | $127K | 0.02% | |
| 104 | MUMICRON TECHNOLOGY INC | 448 | $127K | 0.02% | |
| 105 | AVAHAVEANNA HEALTHCARE HLDGS INC | 15,460 | $126K | 0.02% | |
| 106 | PCORPROCORE TECHNOLOGIES INC | 1,744 | $126K | 0.02% | |
| 107 | AM6AMICUS THERAPEUTICS INC | 8,767 | $124K | 0.02% | |
| 108 | S7VSALLY BEAUTY HLDGS INC | 8,615 | $122K | 0.02% | |
| 109 | TTMITTM TECHNOLOGIES INC | 1,780 | $122K | 0.02% | |
| 110 | PAYOPAYONEER GLOBAL INC | 21,609 | $121K | 0.02% | |
| 111 | ICUIICU MED INC | 841 | $119K | 0.02% | |
| 112 | TJXTJX COS INC NEW | 779 | $119K | 0.02% | |
| 113 | OSISOSI SYSTEMS INC | 469 | $119K | 0.02% | |
| 114 | AMPLAMPLITUDE INC | 10,242 | $118K | 0.02% | |
| 115 | UNHUNITEDHEALTH GROUP INC | 359 | $118K | 0.02% | |
| 116 | DCODUCOMMUN INC DEL | 1,240 | $117K | 0.02% | |
| 117 | ZETAZETA GLOBAL HOLDINGS CORP | 5,798 | $117K | 0.02% | |
| 118 | BKNGBOOKING HOLDINGS INC | 22 | $117K | 0.02% | |
| 119 | SANMSANMINA CORPORATION | 778 | $116K | 0.02% | |
| 120 | LIVNLIVANOVA PLC | 1,891 | $116K | 0.02% | |
| 121 | KFYKORN FERRY | 1,749 | $115K | 0.02% | |
| 122 | XPOXPO INC | 844 | $114K | 0.02% | |
| 123 | NTBBANK OF NT BUTTERFIELD&SON L | 2,295 | $114K | 0.02% | |
| 124 | HALOHALOZYME THERAPEUTICS INC | 1,697 | $114K | 0.02% | |
| 125 | PCTYPAYLOCITY HLDG CORP | 751 | $114K | 0.02% | |
| 126 | FSLYFASTLY INC | 11,252 | $114K | 0.02% | |
| 127 | CVXCHEVRON CORP NEW | 751 | $114K | 0.02% | |
| 128 | ATRCATRICURE INC | 2,892 | $114K | 0.02% | |
| 129 | URBNURBAN OUTFITTERS INC | 1,510 | $113K | 0.02% | |
| 130 | NGSNATURAL GAS SVCS GROUP INC | 3,374 | $113K | 0.02% | |
| 131 | DLXDELUXE CORP | 5,096 | $113K | 0.02% | |
| 132 | GTMZOOMINFO TECHNOLOGIES INC | 11,085 | $112K | 0.02% | |
| 133 | OSWONESPAWORLD HOLDINGS LIMITED | 5,351 | $110K | 0.02% | |
| 134 | IBMINTERNATIONAL BUSINESS MACHS | 372 | $110K | 0.02% | |
| 135 | CSCOCISCO SYS INC | 1,425 | $109K | 0.02% | |
| 136 | YOUCLEAR SECURE INC | 3,102 | $108K | 0.02% | |
| 137 | SITMSITIME CORP | 307 | $108K | 0.02% | |
| 138 | CGNXCOGNEX CORP | 3,019 | $108K | 0.02% | |
| 139 | MSGEMADISON SQUARE GARDEN ENTMT | 2,002 | $107K | 0.02% | |
| 140 | KLICKULICKE & SOFFA INDS INC | 2,360 | $107K | 0.02% | |
| 141 | HLHECLA MNG CO | 5,606 | $107K | 0.02% | |
| 142 | EBSEMERGENT BIOSOLUTIONS INC | 8,660 | $107K | 0.02% | |
| 143 | CNXCNX RES CORP | 2,908 | $106K | 0.02% | |
| 144 | SGHTSIGHT SCIENCES INC | 13,475 | $106K | 0.02% | |
| 145 | NSSCNAPCO SEC TECHNOLOGIES INC | 2,563 | $106K | 0.02% | |
| 146 | CATCATERPILLAR INC | 186 | $106K | 0.02% | |
| 147 | ATKRATKORE INC | 1,667 | $105K | 0.02% | |
| 148 | CUBICUSTOMERS BANCORP INC | 1,437 | $105K | 0.02% | |
| 149 | MRKMERCK & CO INC | 990 | $104K | 0.02% | |
| 150 | TMUST-MOBILE US INC | 516 | $104K | 0.02% | |
| 151 | ACAARCOSA INC | 983 | $104K | 0.02% | |
| 152 | HLIOHELIOS TECHNOLOGIES INC | 1,952 | $104K | 0.02% | |
| 153 | MEGMONTROSE ENVIRONMENTAL GROUP | 4,165 | $103K | 0.02% | |
| 154 | REALTHE REALREAL INC | 6,580 | $103K | 0.02% | |
| 155 | AVAAVISTA CORP | 2,673 | $103K | 0.02% | |
| 156 | AXPAMERICAN EXPRESS CO | 280 | $103K | 0.02% | |
| 157 | QTWOQ2 HLDGS INC | 1,418 | $102K | 0.02% | |
| 158 | RDVTRED VIOLET INC | 1,808 | $102K | 0.02% | |
| 159 | KWRQUAKER HOUGHTON | 737 | $101K | 0.02% | |
| 160 | BSXBOSTON SCIENTIFIC CORP | 1,065 | $101K | 0.02% | |
| 161 | TMDXTRANSMEDICS GROUP INC | 825 | $100K | 0.02% | |
| 162 | CELCCELCUITY INC | 1,009 | $100K | 0.02% | |
| 163 | VSECVSE CORP | 578 | $99K | 0.01% | |
| 164 | PRDOPERDOCEO ED CORP | 3,391 | $99K | 0.01% | |
| 165 | 4I1PHILIP MORRIS INTL INC | 620 | $99K | 0.01% | |
| 166 | INTCINTEL CORP | 2,710 | $99K | 0.01% | |
| 167 | PRMPERIMETER SOLUTIONS INC | 3,597 | $99K | 0.01% | |
| 168 | KOCOCA COLA CO | 1,405 | $98K | 0.01% | |
| 169 | RMBS*RAMBUS INC DEL | 1,072 | $98K | 0.01% | |
| 170 | HAYWHAYWARD HLDGS INC | 6,391 | $98K | 0.01% | |
| 171 | TILEINTERFACE INC | 3,493 | $97K | 0.01% | |
| 172 | THRTHERMON GROUP HLDGS INC | 2,626 | $97K | 0.01% | |
| 173 | RTXRTX CORPORATION | 534 | $97K | 0.01% | |
| 174 | KK0NEXTNAV INC | 5,853 | $97K | 0.01% | |
| 175 | IDTIDT CORP | 1,883 | $96K | 0.01% | |
| 176 | CRMSALESFORCE INC | 362 | $95K | 0.01% | |
| 177 | RIOTRIOT PLATFORMS INC | 7,555 | $95K | 0.01% | |
| 178 | OPFIOPPFI INC | 9,117 | $95K | 0.01% | |
| 179 | PAXPATRIA INVESTMENTS LIMITED | 5,928 | $94K | 0.01% | |
| 180 | DKDELEK US HLDGS INC NEW | 3,152 | $93K | 0.01% | |
| 181 | HQYHEALTHEQUITY INC | 1,024 | $93K | 0.01% | |
| 182 | MYRGMYR GROUP INC DEL | 424 | $92K | 0.01% | |
| 183 | CPRXCATALYST PHARMACEUTICALS INC | 3,979 | $92K | 0.01% | |
| 184 | PFBCPREFERRED BK LOS ANGELES CA | 961 | $90K | 0.01% | |
| 185 | PLOWDOUGLAS DYNAMICS INC | 2,776 | $90K | 0.01% | |
| 186 | RNGRINGCENTRAL INC | 3,138 | $90K | 0.01% | |
| 187 | NEENEXTERA ENERGY INC | 1,132 | $90K | 0.01% | |
| 188 | BOOTBOOT BARN HLDGS INC | 513 | $90K | 0.01% | |
| 189 | DBIDESIGNER BRANDS INC | 12,003 | $89K | 0.01% | |
| 190 | HLITHARMONIC INC | 9,080 | $89K | 0.01% | |
| 191 | IGTBRIGHTSTAR LOTTERY PLC | 5,767 | $89K | 0.01% | |
| 192 | HOPEHOPE BANCORP INC | 8,147 | $89K | 0.01% | |
| 193 | NTGRNETGEAR INC | 3,615 | $88K | 0.01% | |
| 194 | DOMODOMO INC | 10,451 | $88K | 0.01% | |
| 195 | PLXSPLEXUS CORP | 598 | $87K | 0.01% | |
| 196 | SPGIS&P GLOBAL INC | 168 | $87K | 0.01% | |
| 197 | PWPPERELLA WEINBERG PARTNERS | 4,995 | $86K | 0.01% | |
| 198 | MCDMCDONALDS CORP | 284 | $86K | 0.01% | |
| 199 | ABTABBOTT LABS | 682 | $85K | 0.01% | |
| 200 | LRCXLAM RESEARCH CORP | 499 | $85K | 0.01% |