$81.4 Million is the total value of MARVIN & PALMER ASSOCIATES INC's 41 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CELG | New | Celgene Corporation | $3,538,000 | – | 24,260 | +100.0% | 4.34% | – |
| PYPL | New | PayPal Holdings, Inc. | $3,510,000 | – | 54,815 | +100.0% | 4.31% | – |
| ADBE | New | Adobe Systems Inc. | $2,488,000 | – | 16,676 | +100.0% | 3.06% | – |
| WLK | New | Westlake Chemical Corporation | $2,425,000 | – | 29,185 | +100.0% | 2.98% | – |
| CI | New | Cigna Corporation | $2,412,000 | – | 12,900 | +100.0% | 2.96% | – |
| HLT | New | Hilton Worldwide Holdings | $2,411,000 | – | 34,715 | +100.0% | 2.96% | – |
| XBI | New | SPDR S&P Biotech ETFetf | $1,256,000 | – | 14,510 | +100.0% | 1.54% | – |
| EWD | New | iShares MSCI Sweden Capped ETFetf | $1,064,000 | – | 29,667 | +100.0% | 1.31% | – |
| INDA | New | iShares MSCI India ETFetf | $874,000 | – | 26,600 | +100.0% | 1.07% | – |
| AVGO | New | Broadcom Limited | $873,000 | – | 3,600 | +100.0% | 1.07% | – |
| JBHT | New | JB Hunt Transport Services, Inc. | $39,000 | – | 355 | +100.0% | 0.05% | – |
| EIDO | New | iShares MSCI Indonesia ETFetf | $26,000 | – | 975 | +100.0% | 0.03% | – |
| OCLR | New | Oclaro Inc. | $18,000 | – | 2,080 | +100.0% | 0.02% | – |
| ACIA | New | Acacia Communications, Inc. | $16,000 | – | 345 | +100.0% | 0.02% | – |
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 2017-11-09
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.