Marvin & Palmer Associates as of June 30, 2019
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 26 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.5 | $8.2M | 61k | 133.97 | |
| Paypal Holdings (PYPL) | 5.1 | $7.6M | 67k | 114.46 | |
| Thermo Fisher Scientific (TMO) | 5.0 | $7.6M | 26k | 293.68 | |
| Veeva Sys Inc cl a (VEEV) | 5.0 | $7.6M | 47k | 162.10 | |
| Visa (V) | 5.0 | $7.5M | 43k | 173.55 | |
| Texas Instruments Incorporated (TXN) | 4.9 | $7.4M | 64k | 114.75 | |
| Adobe Systems Incorporated (ADBE) | 4.8 | $7.2M | 25k | 294.67 | |
| Blackstone Group Inc Com Cl A (BX) | 4.6 | $6.9M | 155k | 44.42 | |
| Union Pacific Corporation (UNP) | 4.2 | $6.4M | 38k | 169.10 | |
| Walt Disney Company (DIS) | 4.2 | $6.4M | 46k | 139.63 | |
| Honeywell International (HON) | 4.2 | $6.3M | 36k | 174.60 | |
| Ecolab (ECL) | 4.1 | $6.2M | 31k | 197.45 | |
| Servicenow (NOW) | 4.1 | $6.2M | 23k | 274.56 | |
| Ingersoll-rand Co Ltd-cl A | 4.1 | $6.1M | 48k | 126.67 | |
| Dover Corporation (DOV) | 4.0 | $6.1M | 61k | 100.20 | |
| Paycom Software (PAYC) | 3.9 | $5.8M | 26k | 226.74 | |
| Ametek (AME) | 3.8 | $5.7M | 63k | 90.84 | |
| American Express Company (AXP) | 3.7 | $5.6M | 45k | 123.45 | |
| salesforce (CRM) | 3.6 | $5.4M | 36k | 151.72 | |
| Merck & Co (MRK) | 3.5 | $5.3M | 63k | 83.85 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 2.8 | $4.3M | 129k | 33.22 | |
| Comcast Corporation (CMCSA) | 2.8 | $4.2M | 99k | 42.28 | |
| McDonald's Corporation (MCD) | 2.5 | $3.7M | 18k | 207.67 | |
| Amphenol Corporation (APH) | 2.2 | $3.3M | 34k | 95.93 | |
| Vaneck Vectors Etf Tr vietnam etf (VNM) | 1.7 | $2.5M | 159k | 16.02 | |
| iShares MSCI Thailand Index Fund (THD) | 0.9 | $1.4M | 15k | 95.62 |
