$190 Million is the total value of MARVIN & PALMER ASSOCIATES INC's 25 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CAT | New | Caterpillar Inc. | $9,251,315 | – | 40,427 | +100.0% | 4.66% | – |
| ADI | New | Analog Devices Inc. | $9,026,759 | – | 45,770 | +100.0% | 4.55% | – |
| HCA | New | HCA Healthcare Inc. | $8,946,135 | – | 33,928 | +100.0% | 4.51% | – |
| ANET | New | Arista Networks Inc. | $8,795,864 | – | 52,400 | +100.0% | 4.43% | – |
| AME | New | Amertek, Inc. | $8,243,118 | – | 56,720 | +100.0% | 4.15% | – |
| PH | New | Parker-Hannifin Corp. | $7,922,113 | – | 23,570 | +100.0% | 3.99% | – |
| EWS | New | iShares MSCI Singapore ETFetf | $1,681,891 | – | 84,730 | +100.0% | 0.85% | – |
| EWW | New | iShares MSCI Mexico ETFetf | $1,616,240 | – | 27,150 | +100.0% | 0.81% | – |
| THD | New | iShares MSCI Thailand ETFetf | $1,534,482 | – | 20,920 | +100.0% | 0.77% | – |
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 2023-05-12
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.