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)

StockValue
BIPCBROOKFIELD INFRASTRUCTURE CO
$16K
RSGREPUBLIC SVCS INC
$16K
HOMBHOME BANCSHARES INC
$16K
CARRCARRIER GLOBAL CORPORATION
$16K
FVRFRONTVIEW REIT INC
$16K
MIGASTRATEGY INC
$16K
MPWRMONOLITHIC PWR SYS INC
$16K
LMNDLEMONADE INC
$16K
AUANGLOGOLD ASHANTI PLC
$16K
CVLTCOMMVAULT SYS INC
$16K
PSAPUBLIC STORAGE OPER CO
$16K
LNGCHENIERE ENERGY INC
$16K
ETRENTERGY CORP NEW
$16K
COGTCOGENT BIOSCIENCES INC
$16K
WULFTERAWULF INC
$15K
AG8AGILENT TECHNOLOGIES INC
$15K
8CWCROWN CASTLE INC
$15K
SGHCSUPER GROUP SGHC LIMITED
$15K
CPNGCOUPANG INC
$15K
UFPIUFP INDUSTRIES INC
$15K
AHCOADAPTHEALTH CORP
$15K
ARDXARDELYX INC
$15K
PTGXPROTAGONIST THERAPEUTICS INC
$15K
HRIHERC HLDGS INC
$15K
PEGPUBLIC SVC ENTERPRISE GRP IN
$15K
SMRNUSCALE PWR CORP
$15K
UBSIUNITED BANKSHARES INC WEST V
$15K
DHID R HORTON INC
$15K
STEPSTEPSTONE GROUP INC
$15K
PRUPRUDENTIAL FINL INC
$15K
HWCHANCOCK WHITNEY CORPORATION
$15K
BKHBLACK HILLS CORP
$15K
PIIMPINJ INC
$15K
ROADCONSTRUCTION PARTNERS INC
$14K
IM8NINSMED INC
$14K
CRSPCRISPR THERAPEUTICS AG
$14K
RDNRADIAN GROUP INC
$14K
ABCBAMERIS BANCORP
$14K
OXYOCCIDENTAL PETE CORP
$14K
SRSPIRE INC
$14K
HIGHARTFORD INSURANCE GROUP INC
$14K
MCYMERCURY GENL CORP NEW
$14K
KYMRKYMERA THERAPEUTICS INC
$14K
BMIBADGER METER INC
$14K
EBAEBAY INC.
$14K
IQVIQVIA HLDGS INC
$14K
KRKROGER CO
$14K
OGSONE GAS INC
$14K
BANCBANC OF CALIFORNIA INC
$14K
NUSNU SKIN ENTERPRISES INC
$14K
MLMMARTIN MARIETTA MATLS INC
$14K
TRGPTARGA RES CORP
$14K
KRGKITE RLTY GROUP TR
$14K
PAYXPAYCHEX INC
$14K
OI*O-I GLASS INC
$14K
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$14K
ARESARES MANAGEMENT CORPORATION
$13K
ALKSALKERMES PLC
$13K
CPRTCOPART INC
$13K
BB4AXOS FINANCIAL INC
$13K
AUBATLANTIC UN BANKSHARES CORP
$13K
VEEVVEEVA SYS INC
$13K
AGXARGAN INC
$13K
HUTHUT 8 CORP
$13K
SBCSABRA HEALTH CARE REIT INC
$13K
NJRNEW JERSEY RES CORP
$13K
NENOBLE CORP PLC
$13K
GHCGRAHAM HLDGS CO
$13K
NIJNELNET INC
$13K
NMRKNEWMARK GROUP INC
$13K
VENVENTAS INC
$13K
GPIGROUP 1 AUTOMOTIVE INC
$13K
KNTKKINETIK HOLDINGS INC
$13K
MTHMERITAGE HOMES CORP
$13K
SIGISELECTIVE INS GROUP INC
$13K
QLYSQUALYS INC
$13K
EDCONSOLIDATED EDISON INC
$12K
OPCHOPTION CARE HEALTH INC
$12K
FLUTFLUTTER ENTMT PLC
$12K
VSATVIASAT INC
$12K
GRMNGARMIN LTD
$12K
SKYCHAMPION HOMES INC
$12K
NUENUCOR CORP
$12K
ALCOALICO INC
$12K
EQTEQT CORP
$12K
MMSMAXIMUS INC
$12K
LEUCENTRUS ENERGY CORP
$12K
WECWEC ENERGY GROUP INC
$12K
NPOENPRO INC
$12K
FOXAFOX CORP
$12K
RMERESMED INC
$12K
LAURLAUREATE EDUCATION INC
$12K
RBCRBC BEARINGS INC
$12K
GEHCGE HEALTHCARE TECHNOLOGIES I
$12K
SOUNSOUNDHOUND AI INC
$12K
WABWABTEC
$12K
GVAGRANITE CONSTR INC
$12K
DLTRDOLLAR TREE INC
$12K
CORZCORE SCIENTIFIC INC NEW
$12K
BNLBROADSTONE NET LEASE INC
$12K
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