Marvin & Palmer Associates as of Sept. 30, 2019
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 25 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Instruments Incorporated (TXN) | 5.8 | $8.8M | 68k | 129.23 | |
| Microsoft Corporation (MSFT) | 5.4 | $8.2M | 59k | 139.03 | |
| Thermo Fisher Scientific (TMO) | 5.0 | $7.6M | 26k | 291.27 | |
| Blackstone Group Inc Com Cl A (BX) | 5.0 | $7.6M | 156k | 48.84 | |
| Veeva Sys Inc cl a (VEEV) | 4.8 | $7.3M | 48k | 152.70 | |
| Visa (V) | 4.7 | $7.1M | 41k | 172.01 | |
| Applied Materials (AMAT) | 4.7 | $7.1M | 143k | 49.90 | |
| Lam Research Corporation (LRCX) | 4.7 | $7.1M | 31k | 231.12 | |
| KLA-Tencor Corporation (KLAC) | 4.5 | $6.8M | 43k | 159.44 | |
| Paypal Holdings (PYPL) | 4.4 | $6.6M | 64k | 103.59 | |
| Kansas City Southern | 4.2 | $6.5M | 49k | 133.01 | |
| Ecolab (ECL) | 4.2 | $6.3M | 32k | 198.05 | |
| Honeywell International (HON) | 4.1 | $6.3M | 37k | 169.20 | |
| Dover Corporation (DOV) | 4.1 | $6.2M | 62k | 99.56 | |
| Ingersoll-rand Co Ltd-cl A | 4.0 | $6.1M | 49k | 123.21 | |
| Walt Disney Company (DIS) | 4.0 | $6.1M | 47k | 130.31 | |
| Ametek (AME) | 3.9 | $5.9M | 64k | 91.82 | |
| Servicenow (NOW) | 3.8 | $5.8M | 23k | 253.83 | |
| Home Depot (HD) | 3.8 | $5.7M | 25k | 232.00 | |
| American Express Company (AXP) | 3.6 | $5.5M | 46k | 118.28 | |
| Merck & Co (MRK) | 3.6 | $5.4M | 65k | 84.18 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 3.0 | $4.6M | 148k | 30.95 | |
| Comcast Corporation (CMCSA) | 3.0 | $4.6M | 101k | 45.08 | |
| Vaneck Vectors Etf Tr vietnam etf (VNM) | 1.0 | $1.5M | 92k | 16.30 | |
| iShares MSCI Thailand Index Fund (THD) | 0.8 | $1.3M | 15k | 88.70 |
