$247 Million is the total value of MARVIN & PALMER ASSOCIATES INC's 26 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ISRG | New | Intuitive Surgical, Inc. | $11,795,000 | – | 11,864 | +100.0% | 4.78% | – |
EW | New | Edwards Lifesciences Corp | $11,591,000 | – | 102,382 | +100.0% | 4.70% | – |
New | Eaton Corp PLC | $11,169,000 | – | 74,803 | +100.0% | 4.53% | – | |
AZO | New | Autozone Inc | $9,736,000 | – | 5,734 | +100.0% | 3.95% | – |
MSFT | New | Microsoft Corp | $8,888,000 | – | 31,527 | +100.0% | 3.60% | – |
SH | New | ProShares Short S&P 500etf | $3,898,000 | – | 255,920 | +100.0% | 1.58% | – |
FN | New | Fabrinet | $1,220,000 | – | 11,900 | +100.0% | 0.50% | – |
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 2021-11-12
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 | 2024-05-13 |
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.