MARVIN & PALMER ASSOCIATES INC - Q1 2017 holdings

$138 Million is the total value of MARVIN & PALMER ASSOCIATES INC's 38 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 100.0% .

 Value Shares↓ Weighting
LLL ExitL-3 Communications Holdings$0-21,265
-100.0%
-2.76%
INTU ExitIntuit$0-35,655
-100.0%
-3.48%
RTN ExitRaytheon Company$0-33,770
-100.0%
-4.11%
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 2017-05-11
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
Texas Instruments, Inc.28Q4 20215.8%
APPLE INC27Q3 20236.4%
VanEck Vectors Vietnam ETF25Q2 20231.7%
LAM RESEARCH CORP24Q4 20215.8%
Blackstone Group LP24Q1 20195.6%
HOME DEPOT INC23Q4 20214.2%
VISA INC22Q3 20235.0%
Amphenol Corporation22Q1 20235.0%
Union Pacific Corp.21Q2 20194.9%
AMAZON COM INC21Q3 20204.7%

View MARVIN & PALMER ASSOCIATES INC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-13
13F-HR2023-11-13
13F-HR2023-08-11
13F-HR2023-05-12
13F-HR2023-02-14
13F-HR2022-11-14
13F-HR2022-08-09
13F-HR2022-05-11
13F-HR2022-02-10
13F-HR2021-11-12

View MARVIN & PALMER ASSOCIATES INC's complete filings history.

Compare quarters

Export MARVIN & PALMER ASSOCIATES INC's holdings