MARVIN & PALMER ASSOCIATES INC - Q4 2017 holdings

$96.5 Million is the total value of MARVIN & PALMER ASSOCIATES INC's 43 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 0.0% .

 Value Shares↓ Weighting
EWG  iShares MSCI Germany ETFetf$1,368,000
+1.8%
41,4360.0%1.42%
-14.1%
XBI  SPDR S&P Biotech ETFetf$1,231,000
-2.0%
14,5100.0%1.28%
-17.3%
EWD  iShares MSCI Sweden ETFetf$1,006,000
-5.5%
29,6670.0%1.04%
-20.2%
KRE  SPDR S&P Regional Banking ETFetf$88,000
+3.5%
1,4950.0%0.09%
-12.5%
AMZN  Amazon.com, Inc.$47,000
+23.7%
400.0%0.05%
+4.3%
JBHT  JB Hunt Transport Services, Inc.$41,000
+5.1%
3550.0%0.04%
-10.4%
EIDO  iShares MSCI Indonesia ETFetf$28,000
+7.7%
9750.0%0.03%
-9.4%
OCLR  Oclaro Inc.$14,000
-22.2%
2,0800.0%0.02%
-31.8%
ACIA  Acacia Communications, Inc.$12,000
-25.0%
3450.0%0.01%
-40.0%
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 2018-02-13
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-HR2024-05-13
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

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

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Export MARVIN & PALMER ASSOCIATES INC's holdings