Marvin & Palmer Associates

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

MARVIN & PALMER ASSOCIATES portfolio companies for September 2016 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Fabrinet shs 8.13 232625 +15.00% 44.59 0.00
Lumentum Hldgs 7.72 235775 +107.00% 41.77 0.00
Facebook Inc cl a 4.64 46135 +71.00% 128.28 0.00
Oclaro (OCLR) 4.09 610000 8.55 1.57
Neophotonics 3.96 309200 +40.00% 16.34 0.00
Raytheon Company (RTN) 3.71 34760 +84.00% 136.13 106.21
Amazon (AMZN) 3.62 5510 +101.00% 837.39 372.62
Texas Instruments Incorporated (TXN) 3.61 65600 +101.00% 70.18 57.48
Lowe's Companies (LOW) 3.31 58375 +86.00% 72.21 73.15
Blackstone (BX) 3.27 163590 +102.00% 25.53 37.98
Thermo Fisher Scientific (TMO) 3.25 26100 +115.00% 159.04 127.98
salesforce (CRM) 3.17 56660 +90.00% 71.34 64.26
Intuit (INTU) 3.16 36655 +96.00% 110.00 95.52
L-3 Communications Holdings (LLL) 2.57 21785 +136.00% 150.75 125.86
Honeywell International (HON) 2.55 27925 +134.00% 116.60 100.92
* Acacia Communications Inc Com stock 2.51 30950 -63.00% 103.30 0.00
Home Depot (HD) 2.38 23580 +27.00% 128.67 113.11
Charles Schwab Corporation (SCHW) 2.29 92450 +23.00% 31.57 30.86
Johnson & Johnson (JNJ) 2.29 24735 +27.00% 118.13 98.55
Visa (V) 2.24 34600 +23.00% 82.69 266.74
Medtronic 2.12 31100 +33.00% 86.82 0.00
Exxon Mobil Corporation (XOM) 1.88 27485 +26.00% 87.28 84.57
Becton, Dickinson and (BDX) 1.80 12810 NEW 179.70 142.79
Lam Research Corporation (LRCX) 1.79 24085 NEW 94.71 78.20
Align Technology (ALGN) 1.76 23915 NEW 93.75 57.05
Fiserv (FISV) 1.72 22105 +27.00% 99.48 77.15
Comcast Corporation (CMCSA) 1.66 31900 NEW 66.33 58.60
BlackRock (BLK) 1.65 5813 NEW 362.46 357.74
Northrop Grumman Corporation (NOC) 1.63 9745 +26.00% 213.96 158.85
Newmont Mining Corporation (NEM) 1.60 51915 NEW 39.30 21.67
Constellation Brands (STZ) 1.57 12000 +27.00% 166.50 115.30
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) 1.28 27025 NEW 60.54 61.47
Alphabet Inc Class A cs 1.27 2015 +27.00% 803.97 0.00
CME (CME) 1.24 15167 NEW 104.50 95.64
Vaneck Vectors Etf Tr vietnam etf 1.18 99440 NEW 15.10 0.00
Ishares Tr Phill Invstmrk 1.13 38700 NEW 37.26 0.00
MSCI Indonesia Investable Market Ind Fd (EIDO) 1.13 54320 NEW 26.44 26.57
Lennar Corporation (LEN) 1.10 33085 +27.00% 42.35 48.23