Marvin & Palmer Associates as of Sept. 30, 2016
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 38 positions in its portfolio as reported in the September 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fabrinet (FN) | 8.1 | $10M | 233k | 44.59 | |
| Lumentum Hldgs (LITE) | 7.7 | $9.8M | 236k | 41.77 | |
| Facebook Inc cl a (META) | 4.6 | $5.9M | 46k | 128.28 | |
| Oclaro | 4.1 | $5.2M | 610k | 8.55 | |
| Neophotonics Corp | 4.0 | $5.1M | 309k | 16.34 | |
| Raytheon Company | 3.7 | $4.7M | 35k | 136.13 | |
| Amazon (AMZN) | 3.6 | $4.6M | 5.5k | 837.39 | |
| Texas Instruments Incorporated (TXN) | 3.6 | $4.6M | 66k | 70.18 | |
| Lowe's Companies (LOW) | 3.3 | $4.2M | 58k | 72.21 | |
| Blackstone | 3.3 | $4.2M | 164k | 25.53 | |
| Thermo Fisher Scientific (TMO) | 3.2 | $4.2M | 26k | 159.04 | |
| salesforce (CRM) | 3.2 | $4.0M | 57k | 71.34 | |
| Intuit (INTU) | 3.2 | $4.0M | 37k | 110.00 | |
| L-3 Communications Holdings | 2.6 | $3.3M | 22k | 150.75 | |
| Honeywell International (HON) | 2.5 | $3.3M | 28k | 116.60 | |
| Acacia Communications | 2.5 | $3.2M | 31k | 103.30 | |
| Home Depot (HD) | 2.4 | $3.0M | 24k | 128.67 | |
| Charles Schwab Corporation (SCHW) | 2.3 | $2.9M | 93k | 31.57 | |
| Johnson & Johnson (JNJ) | 2.3 | $2.9M | 25k | 118.13 | |
| Visa (V) | 2.2 | $2.9M | 35k | 82.69 | |
| Medtronic (MDT) | 2.1 | $2.7M | 31k | 86.82 | |
| Exxon Mobil Corporation (XOM) | 1.9 | $2.4M | 28k | 87.28 | |
| Becton, Dickinson and (BDX) | 1.8 | $2.3M | 13k | 179.70 | |
| Lam Research Corporation (LRCX) | 1.8 | $2.3M | 24k | 94.71 | |
| Align Technology (ALGN) | 1.8 | $2.2M | 24k | 93.75 | |
| Fiserv (FI) | 1.7 | $2.2M | 22k | 99.48 | |
| Comcast Corporation (CMCSA) | 1.7 | $2.1M | 32k | 66.33 | |
| BlackRock (BLK) | 1.6 | $2.1M | 5.8k | 362.46 | |
| Northrop Grumman Corporation (NOC) | 1.6 | $2.1M | 9.7k | 213.96 | |
| Newmont Mining Corporation (NEM) | 1.6 | $2.0M | 52k | 39.30 | |
| Constellation Brands (STZ) | 1.6 | $2.0M | 12k | 166.50 | |
| iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 1.3 | $1.6M | 27k | 60.54 | |
| Alphabet Inc Class A cs (GOOGL) | 1.3 | $1.6M | 2.0k | 803.97 | |
| Cme (CME) | 1.2 | $1.6M | 15k | 104.50 | |
| Vaneck Vectors Etf Tr vietnam etf (VNM) | 1.2 | $1.5M | 99k | 15.10 | |
| Ishares Tr Phill Invstmrk (EPHE) | 1.1 | $1.4M | 39k | 37.26 | |
| MSCI Indonesia Investable Market Ind (EIDO) | 1.1 | $1.4M | 54k | 26.44 | |
| Lennar Corporation (LEN) | 1.1 | $1.4M | 33k | 42.35 |
