$251 Million is the total value of MARVIN & PALMER ASSOCIATES INC's 28 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KLIC | Exit | Kulicke & Soffa Industries | $0 | – | -13,300 | -100.0% | -0.16% | – |
| CHWY | Exit | Chewy, Inc. | $0 | – | -16,595 | -100.0% | -0.48% | – |
| JD | Exit | JD.com Inc.adr | $0 | – | -19,100 | -100.0% | -0.78% | – |
| BABA | Exit | Alibaba Group Holdingadr | $0 | – | -12,425 | -100.0% | -1.93% | – |
| NDAQ | Exit | Nasdaq, Inc. | $0 | – | -45,133 | -100.0% | -2.92% | – |
| VRTX | Exit | Vertex Pharmaceuticals Inc | $0 | – | -22,999 | -100.0% | -3.30% | – |
| CRM | Exit | salesforce.com Inc. | $0 | – | -26,944 | -100.0% | -3.57% | – |
| AMZN | Exit | Amazon.com, Inc. | $0 | – | -2,294 | -100.0% | -3.81% | – |
| MSFT | Exit | Microsoft Corp | $0 | – | -42,626 | -100.0% | -4.73% | – |
| ADBE | Exit | Adobe Systems Inc | $0 | – | -19,738 | -100.0% | -5.11% | – |
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 2021-02-12
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.