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 |
|---|---|---|---|---|---|
| 201 | MZTIMARZETTI COMPANY | 514 | $84K | 0.01% | |
| 202 | DWDMORGAN STANLEY | 475 | $84K | 0.01% | |
| 203 | PHPARKER-HANNIFIN CORP | 95 | $83K | 0.01% | |
| 204 | AUPHAURINIA PHARMACEUTICALS INC | 5,150 | $82K | 0.01% | |
| 205 | TRVCCITIGROUP INC | 711 | $82K | 0.01% | |
| 206 | MMSIMERIT MED SYS INC | 936 | $82K | 0.01% | |
| 207 | DISDISNEY WALT CO | 712 | $81K | 0.01% | |
| 208 | SPXCSPX TECHNOLOGIES INC | 406 | $81K | 0.01% | |
| 209 | GOLFACUSHNET HLDGS CORP | 1,017 | $81K | 0.01% | |
| 210 | AMATAPPLIED MATLS INC | 315 | $80K | 0.01% | |
| 211 | BKEBUCKLE INC | 1,506 | $80K | 0.01% | |
| 212 | AORTARTIVION INC | 1,743 | $79K | 0.01% | |
| 213 | LINLINDE PLC | 186 | $79K | 0.01% | |
| 214 | ISRGINTUITIVE SURGICAL INC | 140 | $79K | 0.01% | |
| 215 | BHEBENCHMARK ELECTRS INC | 1,854 | $79K | 0.01% | |
| 216 | LMATLEMAITRE VASCULAR INC | 982 | $79K | 0.01% | |
| 217 | PEPPEPSICO INC | 544 | $78K | 0.01% | |
| 218 | FETFORUM ENERGY TECHNOLOGIES IN | 2,021 | $74K | 0.01% | |
| 219 | QCOMQUALCOMM INC | 427 | $73K | 0.01% | |
| 220 | MGMISTRAS GROUP INC | 5,839 | $73K | 0.01% | |
| 221 | NOGNORTHERN OIL & GAS INC | 3,424 | $73K | 0.01% | |
| 222 | LZLEGALZOOM COM INC | 7,415 | $73K | 0.01% | |
| 223 | LTHLIFE TIME GROUP HOLDINGS INC | 2,749 | $73K | 0.01% | |
| 224 | MFAMFA FINL INC | 7,844 | $73K | 0.01% | |
| 225 | MDPEDIATRIX MEDICAL GROUP INC | 3,322 | $71K | 0.01% | |
| 226 | HOODROBINHOOD MKTS INC | 631 | $71K | 0.01% | |
| 227 | NWNNORTHWEST NAT HLDG CO | 1,508 | $70K | 0.01% | |
| 228 | GEVGE VERNOVA INC | 108 | $70K | 0.01% | |
| 229 | CBZCBIZ INC | 1,400 | $70K | 0.01% | |
| 230 | AMBAAMBARELLA INC | 1,002 | $70K | 0.01% | |
| 231 | ETNEATON CORP PLC | 220 | $70K | 0.01% | |
| 232 | KODKEASTMAN KODAK CO | 8,348 | $70K | 0.01% | |
| 233 | TAT&T INC | 2,825 | $70K | 0.01% | |
| 234 | NWPXNWPX INFRASTRUCTURE INC | 1,134 | $70K | 0.01% | |
| 235 | AMGNAMGEN INC | 214 | $70K | 0.01% | |
| 236 | AMRCAMERESCO INC | 2,362 | $69K | 0.01% | |
| 237 | SYNASYNAPTICS INC | 942 | $69K | 0.01% | |
| 238 | FIGSFIGS INC | 6,041 | $68K | 0.01% | |
| 239 | BABOEING CO | 312 | $67K | 0.01% | |
| 240 | TWOTWO HBRS INVT CORP | 6,471 | $67K | 0.01% | |
| 241 | APPAPPLOVIN CORP | 100 | $67K | 0.01% | |
| 242 | UBERUBER TECHNOLOGIES INC | 828 | $67K | 0.01% | |
| 243 | XERSXERIS BIOPHARMA HOLDINGS INC | 8,480 | $66K | 0.01% | |
| 244 | MNROMONRO INC | 3,329 | $66K | 0.01% | |
| 245 | STCSTEWART INFORMATION SVCS COR | 940 | $66K | 0.01% | |
| 246 | ACNACCENTURE PLC IRELAND | 247 | $66K | 0.01% | |
| 247 | PLDPROLOGIS INC. | 521 | $66K | 0.01% | |
| 248 | CMPRCIMPRESS PLC | 994 | $66K | 0.01% | |
| 249 | SCHWSCHWAB CHARLES CORP | 665 | $66K | 0.01% | |
| 250 | USBUS BANCORP DEL | 1,229 | $65K | 0.01% | |
| 251 | CBCHUBB LIMITED | 210 | $65K | 0.01% | |
| 252 | FWRGFIRST WATCH RESTAURANT GROUP | 4,353 | $65K | 0.01% | |
| 253 | EGANEGAIN CORP | 6,347 | $65K | 0.01% | |
| 254 | SONOSONOS INC | 3,667 | $64K | 0.01% | |
| 255 | TRUPTRUPANION INC | 1,721 | $64K | 0.01% | |
| 256 | CALYTOPGOLF CALLAWAY BRANDS CORP | 5,532 | $64K | 0.01% | |
| 257 | KLACKLA CORP | 52 | $63K | 0.01% | |
| 258 | BJRIBJS RESTAURANTS INC | 1,603 | $63K | 0.01% | |
| 259 | NOWSERVICENOW INC | 415 | $63K | 0.01% | |
| 260 | FLNGFLEX LNG LTD | 2,565 | $63K | 0.01% | |
| 261 | NWBINORTHWEST BANCSHARES INC MD | 5,294 | $63K | 0.01% | |
| 262 | BACVERIZON COMMUNICATIONS INC | 1,537 | $62K | 0.01% | |
| 263 | TXNTEXAS INSTRS INC | 362 | $62K | 0.01% | |
| 264 | LMTLOCKHEED MARTIN CORP | 129 | $62K | 0.01% | |
| 265 | CHEFCHEFS WHSE INC | 1,010 | $62K | 0.01% | |
| 266 | OSGOCTAVE SPECIALTY GROUP INC | 8,059 | $62K | 0.01% | |
| 267 | MCFTMASTERCRAFT BOAT HLDGS INC | 3,320 | $62K | 0.01% | |
| 268 | HDSNHUDSON TECHNOLOGIES INC | 9,124 | $62K | 0.01% | |
| 269 | COLLCOLLEGIUM PHARMACEUTICAL INC | 1,322 | $61K | 0.01% | |
| 270 | QCRHQCR HOLDINGS INC | 738 | $61K | 0.01% | |
| 271 | BLMNBLOOMIN BRANDS INC | 10,035 | $61K | 0.01% | |
| 272 | CWANCLEARWATER ANALYTICS HLDGS I | 2,491 | $60K | 0.01% | |
| 273 | ROSTROSS STORES INC | 334 | $60K | 0.01% | |
| 274 | BMYBRISTOL-MYERS SQUIBB CO | 1,128 | $60K | 0.01% | |
| 275 | COFCAPITAL ONE FINL CORP | 249 | $60K | 0.01% | |
| 276 | GILDGILEAD SCIENCES INC | 494 | $60K | 0.01% | |
| 277 | DORMDORMAN PRODS INC | 484 | $59K | 0.01% | |
| 278 | SWIMLATHAM GROUP INC | 9,381 | $59K | 0.01% | |
| 279 | OOMAOOMA INC | 5,047 | $59K | 0.01% | |
| 280 | BLKBLACKROCK INC | 56 | $59K | 0.01% | |
| 281 | IONQIONQ INC | 1,305 | $58K | 0.01% | |
| 282 | ALRMALARM COM HLDGS INC | 1,155 | $58K | 0.01% | |
| 283 | ADBEADOBE INC | 167 | $58K | 0.01% | |
| 284 | LINDLINDBLAD EXPEDITIONS HLDGS I | 3,963 | $57K | 0.01% | |
| 285 | OMCLOMNICELL COM | 1,277 | $57K | 0.01% | |
| 286 | GPGICOMPOSECURE INC | 2,971 | $57K | 0.01% | |
| 287 | ARKOARKO CORP | 12,671 | $57K | 0.01% | |
| 288 | SOSOUTHERN CO | 647 | $56K | 0.01% | |
| 289 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 395 | $56K | 0.01% | |
| 290 | PFEPFIZER INC | 2,267 | $56K | 0.01% | |
| 291 | PIPRPIPER SANDLER COMPANIES | 167 | $56K | 0.01% | |
| 292 | PRSUPURSUIT ATTRACTIONS AND HOSP | 1,641 | $55K | 0.01% | |
| 293 | HIPOHIPPO HLDGS INC | 1,859 | $55K | 0.01% | |
| 294 | MOALTRIA GROUP INC | 959 | $55K | 0.01% | |
| 295 | SBG1SEACOAST BKG CORP FLA | 1,773 | $55K | 0.01% | |
| 296 | ENSGENSIGN GROUP INC | 315 | $54K | 0.01% | |
| 297 | ANETARISTA NETWORKS INC | 416 | $54K | 0.01% | |
| 298 | IDXXIDEXX LABS INC | 80 | $54K | 0.01% | |
| 299 | UNPUNION PAC CORP | 236 | $54K | 0.01% | |
| 300 | LOWLOWES COS INC | 224 | $54K | 0.01% |