$128 Million is the total value of MARVIN & PALMER ASSOCIATES INC's 27 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 175.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TXN | Buy | Texas Instruments, Inc. | $6,123,000 | +22.5% | 57,724 | +9.1% | 4.77% | +10.7% |
| VEEV | New | Veeva Systems Inc. | $5,610,000 | – | 44,220 | +100.0% | 4.37% | – |
| CRM | New | salesforce.com Inc. | $5,245,000 | – | 33,120 | +100.0% | 4.09% | – |
| NOW | New | ServiceNow, Inc. | $5,187,000 | – | 21,045 | +100.0% | 4.04% | – |
| SPLK | New | Splunk Inc | $4,729,000 | – | 37,950 | +100.0% | 3.68% | – |
| AME | New | Ametek, Inc. | $3,639,000 | – | 43,860 | +100.0% | 2.84% | – |
| CMCSA | New | Comcast Corp. | $3,635,000 | – | 90,925 | +100.0% | 2.83% | – |
| SE | New | Sea Limitedads | $2,014,000 | – | 85,650 | +100.0% | 1.57% | – |
| VNM | Buy | VanEck Vectors Vietnam ETFetf | $1,830,000 | +95.3% | 110,524 | +74.1% | 1.43% | +76.7% |
| EWZ | Buy | iShares MSCI Brazil ETFetf | $1,317,000 | +30.9% | 32,130 | +22.0% | 1.03% | +18.3% |
| THD | Buy | iShares MSCI Thailand ETFetf | $1,274,000 | +33.1% | 14,425 | +24.8% | 0.99% | +20.4% |
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 2019-05-13
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 | 2024-05-13 |
| 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.