$166 Million is the total value of MARVIN & PALMER ASSOCIATES INC's 31 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MS | New | Morgan Stanley | $7,473,000 | – | 154,727 | +100.0% | 4.51% | – |
| VEEV | New | Veeva Systems Inc | $6,502,000 | – | 27,738 | +100.0% | 3.92% | – |
| LLY | New | Eli Lilly & Company | $4,748,000 | – | 28,918 | +100.0% | 2.86% | – |
| AMGN | New | Amgen Inc | $4,553,000 | – | 19,305 | +100.0% | 2.75% | – |
| FN | New | Fabrinet | $3,544,000 | – | 56,770 | +100.0% | 2.14% | – |
| LITE | New | Lumentum Holdings, Inc | $1,370,000 | – | 16,820 | +100.0% | 0.83% | – |
| CHWY | New | Chewy, Inc. | $742,000 | – | 16,595 | +100.0% | 0.45% | – |
| KLIC | New | Kulicke & Soffa Industries | $277,000 | – | 13,300 | +100.0% | 0.17% | – |
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 2020-08-13
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.