$153 Million is the total value of MARVIN & PALMER ASSOCIATES INC's 72 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was 966.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| YOKU | Buy | Youku Tudou Inc ADRadr | $10,261,000 | +943.8% | 374,500 | +631.4% | 6.72% | +1160.0% |
| AMZN | New | Amazoncom Inc | $5,248,000 | – | 16,785 | +100.0% | 3.44% | – |
| QIHU | New | Qihoo 360 Technology Co Ltdadr | $4,693,000 | – | 56,400 | +100.0% | 3.07% | – |
| BIDU | New | Baidu Incadr | $3,895,000 | – | 25,100 | +100.0% | 2.55% | – |
| BA | New | Boeing Company | $3,889,000 | – | 33,100 | +100.0% | 2.55% | – |
| F | Buy | Ford Motor Co | $3,760,000 | +24.5% | 222,900 | +14.1% | 2.46% | +50.2% |
| EDU | New | New Oriental Education & Technologyadr | $3,113,000 | – | 125,000 | +100.0% | 2.04% | – |
| ECL | Buy | Ecolab Inc | $3,071,000 | +22.2% | 31,100 | +5.4% | 2.01% | +47.4% |
| HUM | New | Humana Inc | $2,791,000 | – | 29,900 | +100.0% | 1.83% | – |
| AAPL | New | Apple Computer Inc | $2,658,000 | – | 5,575 | +100.0% | 1.74% | – |
| UTX | New | United Technologies Corp | $2,016,000 | – | 18,700 | +100.0% | 1.32% | – |
| PCLN | New | Pricelinecom Inc | $1,764,000 | – | 1,745 | +100.0% | 1.16% | – |
| SBUX | New | Starbucks Corporation | $1,647,000 | – | 21,400 | +100.0% | 1.08% | – |
| BBD | New | Banco Bradesco SA ADRadr | $1,596,000 | – | 114,950 | +100.0% | 1.04% | – |
| CSCO | New | Cisco Systems | $1,476,000 | – | 63,000 | +100.0% | 0.97% | – |
| NOC | New | Northrop Grumman Corp | $1,448,000 | – | 15,200 | +100.0% | 0.95% | – |
| FB | New | Facebook Inc | $1,442,000 | – | 28,700 | +100.0% | 0.94% | – |
| DOW | New | Dow Chemical Company | $1,440,000 | – | 37,500 | +100.0% | 0.94% | – |
| XLNX | New | Xilinx | $1,434,000 | – | 30,600 | +100.0% | 0.94% | – |
| ORLY | New | O'Reilly Automotive Inc | $1,327,000 | – | 10,400 | +100.0% | 0.87% | – |
| LMT | New | Lockheed Martin Corporation | $1,327,000 | – | 10,400 | +100.0% | 0.87% | – |
| AXP | New | American Express Company | $1,322,000 | – | 17,500 | +100.0% | 0.86% | – |
| PXD | New | Pioneer Natural Resources Co | $1,246,000 | – | 6,600 | +100.0% | 0.82% | – |
| ADS | New | Alliance Data Systems Corp | $1,205,000 | – | 5,700 | +100.0% | 0.79% | – |
| N | New | NetSuite Inc | $1,166,000 | – | 10,800 | +100.0% | 0.76% | – |
| ALXN | New | Alexion Pharmaceuticals Inc | $1,127,000 | – | 9,700 | +100.0% | 0.74% | – |
| BMRN | New | BioMarin Pharmaceutical Inc | $1,119,000 | – | 15,500 | +100.0% | 0.73% | – |
| TW | New | Towers Watson & Co | $941,000 | – | 8,800 | +100.0% | 0.62% | – |
| ALL | New | Allstate Corporation | $854,000 | – | 16,900 | +100.0% | 0.56% | – |
| APH | New | Amphenol Corp | $766,000 | – | 9,900 | +100.0% | 0.50% | – |
| AMP | New | Ameriprise Financial Inc | $638,000 | – | 7,000 | +100.0% | 0.42% | – |
| DD | New | EI DuPont De Nemours & Co | $19,000 | – | 330 | +100.0% | 0.01% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- MPA Capital Management LLC #1
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-11-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Texas Instruments, Inc. | 28 | Q4 2021 | 5.8% |
| APPLE INC | 27 | Q3 2023 | 6.4% |
| VanEck Vectors Vietnam ETF | 25 | Q2 2023 | 1.7% |
| LAM RESEARCH CORP | 24 | Q4 2021 | 5.8% |
| Blackstone Group LP | 24 | Q1 2019 | 5.6% |
| HOME DEPOT INC | 23 | Q4 2021 | 4.2% |
| VISA INC | 22 | Q3 2023 | 5.0% |
| Amphenol Corporation | 22 | Q1 2023 | 5.0% |
| Union Pacific Corp. | 21 | Q2 2019 | 4.9% |
| AMAZON COM INC | 21 | Q3 2020 | 4.7% |
View MARVIN & PALMER ASSOCIATES INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-10 |
View MARVIN & PALMER ASSOCIATES INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.