Marvin & Palmer Associates

Marvin & Palmer Associates as of June 30, 2016

Portfolio Holdings for Marvin & Palmer Associates

Marvin & Palmer Associates holds 35 positions in its portfolio as reported in the June 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fabrinet (FN) 10.1 $7.5M 202k 37.12
Acacia Communications 4.6 $3.4M 86k 39.94
Facebook Inc cl a (META) 4.2 $3.1M 27k 114.26
Oclaro 4.0 $3.0M 610k 4.88
Lumentum Hldgs (LITE) 3.7 $2.8M 114k 24.20
Raytheon Company 3.5 $2.6M 19k 135.96
Lowe's Companies (LOW) 3.4 $2.5M 31k 79.16
Home Depot (HD) 3.2 $2.4M 19k 127.67
salesforce (CRM) 3.2 $2.4M 30k 79.39
Johnson & Johnson (JNJ) 3.2 $2.4M 19k 121.29
Wells Fargo & Company (WFC) 2.9 $2.1M 45k 47.34
Neophotonics Corp 2.9 $2.1M 220k 9.53
Visa (V) 2.8 $2.1M 28k 74.18
Intuit (INTU) 2.8 $2.1M 19k 111.64
Texas Instruments Incorporated (TXN) 2.8 $2.0M 33k 62.66
Exxon Mobil Corporation (XOM) 2.8 $2.0M 22k 93.73
Medtronic (MDT) 2.8 $2.0M 23k 86.76
Blackstone 2.7 $2.0M 81k 24.54
Amazon (AMZN) 2.7 $2.0M 2.7k 715.69
Charles Schwab Corporation (SCHW) 2.6 $1.9M 75k 25.31
Fiserv (FI) 2.5 $1.9M 17k 108.73
Thermo Fisher Scientific (TMO) 2.4 $1.8M 12k 147.85
Northrop Grumman Corporation (NOC) 2.3 $1.7M 7.7k 222.28
Kroger (KR) 2.1 $1.6M 43k 36.78
Constellation Brands (STZ) 2.1 $1.6M 9.4k 165.43
Cognizant Technology Solutions (CTSH) 2.0 $1.5M 26k 57.23
Costco Wholesale Corporation (COST) 2.0 $1.5M 9.4k 157.02
Lockheed Martin Corporation (LMT) 1.9 $1.4M 5.7k 248.11
Roper Industries (ROP) 1.9 $1.4M 8.3k 170.55
Honeywell International (HON) 1.9 $1.4M 12k 116.30
L-3 Communications Holdings 1.8 $1.4M 9.2k 146.74
Palo Alto Networks (PANW) 1.7 $1.3M 10k 122.62
Lennar Corporation (LEN) 1.6 $1.2M 26k 46.10
Alphabet Inc Class A cs (GOOGL) 1.5 $1.1M 1.6k 703.47
PPG Industries (PPG) 1.4 $1.0M 9.8k 104.18