Marvin & Palmer Associates

Latest statistics and disclosures from MARVIN & PALMER ASSOCIATES's latest quarterly 13F-HR filing:

MARVIN & PALMER ASSOCIATES portfolio companies for June 2016 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Fabrinet shs 10.14 201500 -17.00% 37.12 0.00
* Acacia Communications Inc Com stock 4.64 85750 NEW 39.94 0.00
Facebook Inc cl a 4.16 26850 -26.00% 114.26 0.00
Oclaro (OCLR) 4.04 610000 NEW 4.88 1.57
Lumentum Hldgs 3.73 113700 NEW 24.20 0.00
Raytheon Company (RTN) 3.47 18800 -34.00% 135.96 106.21
Lowe's Companies (LOW) 3.37 31355 -31.00% 79.16 73.15
Home Depot (HD) 3.21 18525 -30.00% 127.67 113.11
salesforce (CRM) 3.20 29700 +15.00% 79.39 64.26
Johnson & Johnson (JNJ) 3.19 19400 121.29 98.55
Wells Fargo & Company (WFC) 2.89 45100 +11.00% 47.34 53.90
Neophotonics 2.85 220400 NEW 9.53 0.00
Visa (V) 2.82 28000 -16.00% 74.18 266.74
Intuit (INTU) 2.82 18650 +15.00% 111.64 95.52
Texas Instruments Incorporated (TXN) 2.77 32575 -34.00% 62.66 57.48
Exxon Mobil Corporation (XOM) 2.76 21700 -16.00% 93.73 84.57
Medtronic 2.75 23375 -15.00% 86.76 0.00
Blackstone (BX) 2.69 80700 +16.00% 24.54 37.98
Amazon (AMZN) 2.66 2740 -39.00% 715.69 372.62
Charles Schwab Corporation (SCHW) 2.57 75000 +12.00% 25.31 30.86
Fiserv (FISV) 2.55 17300 -35.00% 108.73 77.15
Thermo Fisher Scientific (TMO) 2.43 12100 NEW 147.85 127.98
Northrop Grumman Corporation (NOC) 2.31 7675 -52.00% 222.28 158.85
Kroger (KR) 2.12 42550 -16.00% 36.78 74.09
Constellation Brands (STZ) 2.11 9400 -16.00% 165.43 115.30
Cognizant Technology Solutions (CTSH) 2.02 26000 -18.00% 57.23 60.57
Costco Wholesale Corporation (COST) 2.00 9400 -16.00% 157.02 148.30
Lockheed Martin Corporation (LMT) 1.91 5675 -16.00% 248.11 197.87
Roper Industries (ROP) 1.91 8250 -16.00% 170.55 166.10
Honeywell International (HON) 1.88 11900 NEW 116.30 100.92
L-3 Communications Holdings (LLL) 1.83 9200 NEW 146.74 125.86
Palo Alto Networks 1.71 10300 -11.00% 122.62 0.00
Lennar Corporation (LEN) 1.62 25900 -16.00% 46.10 48.23
Alphabet Inc Class A cs 1.51 1585 -66.00% 703.47 0.00
PPG Industries (PPG) 1.38 9800 NEW 104.18 225.60