$98.3 Million is the total value of MARVIN & PALMER ASSOCIATES INC's 62 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FB | New | Facebook, Inc. | $2,676,000 | – | 33,850 | +100.0% | 2.72% | – |
| GILD | New | Gilead Sciences, Inc. | $2,429,000 | – | 22,820 | +100.0% | 2.47% | – |
| HD | New | Home Depot, Inc. | $2,127,000 | – | 23,185 | +100.0% | 2.16% | – |
| AMAT | New | Applied Materials | $2,099,000 | – | 97,140 | +100.0% | 2.14% | – |
| PCLN | New | Priceline Group, Inc. | $1,906,000 | – | 1,645 | +100.0% | 1.94% | – |
| ALXN | New | Alexion Pharmaceuticals, Inc. | $1,800,000 | – | 10,855 | +100.0% | 1.83% | – |
| UHS | New | Universal Health Services Inc. | $1,652,000 | – | 15,810 | +100.0% | 1.68% | – |
| REGN | New | Regeneron Pharmaceuticals Inc. | $1,450,000 | – | 4,023 | +100.0% | 1.48% | – |
| LOW | New | Lowe's Companies | $1,429,000 | – | 27,000 | +100.0% | 1.45% | – |
| AMX | New | America Movil SAB de CVadr | $489,000 | – | 19,400 | +100.0% | 0.50% | – |
| SKM | New | SK Telecom Co. Ltdadr | $479,000 | – | 15,800 | +100.0% | 0.49% | – |
| BABA | New | Alibaba Group Holding ADRadr | $444,000 | – | 5,000 | +100.0% | 0.45% | – |
| ITUB | New | Itau Unibanco Holding SAadr | $389,000 | – | 28,000 | +100.0% | 0.40% | – |
| CIB | New | BanColombia SA ADRadr | $153,000 | – | 2,700 | +100.0% | 0.16% | – |
| CTRP | New | Ctrip.com International - ADRadr | $148,000 | – | 2,600 | +100.0% | 0.15% | – |
| VNET | New | 21Vianet Group Inc ADRadr | $92,000 | – | 5,100 | +100.0% | 0.09% | – |
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 2014-11-13
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 | 2024-02-13 |
| 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 |
| 13F-HR | 2021-11-12 |
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.