Marvin & Palmer Associates as of Dec. 31, 2019
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 27 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.4 | $9.1M | 58k | 157.69 | |
| Lam Research Corporation (LRCX) | 5.2 | $8.8M | 30k | 292.40 | |
| Apple (AAPL) | 5.1 | $8.7M | 30k | 293.67 | |
| Texas Instruments Incorporated (TXN) | 5.1 | $8.6M | 67k | 128.28 | |
| Blackstone Group Inc Com Cl A (BX) | 5.1 | $8.6M | 154k | 55.94 | |
| Applied Materials (AMAT) | 5.0 | $8.6M | 140k | 61.04 | |
| Thermo Fisher Scientific (TMO) | 4.9 | $8.4M | 26k | 324.89 | |
| KLA-Tencor Corporation (KLAC) | 4.4 | $7.5M | 42k | 178.17 | |
| Kansas City Southern | 4.3 | $7.3M | 47k | 153.16 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 4.2 | $7.2M | 179k | 40.22 | |
| JPMorgan Chase & Co. (JPM) | 4.2 | $7.1M | 51k | 139.39 | |
| Dover Corporation (DOV) | 4.2 | $7.1M | 61k | 115.27 | |
| Edwards Lifesciences (EW) | 4.1 | $6.9M | 30k | 233.28 | |
| Walt Disney Company (DIS) | 3.9 | $6.6M | 46k | 144.62 | |
| Honeywell International (HON) | 3.8 | $6.5M | 37k | 176.99 | |
| Ingersoll-rand Co Ltd-cl A | 3.8 | $6.5M | 49k | 132.92 | |
| Ametek (AME) | 3.7 | $6.3M | 63k | 99.74 | |
| Visa (V) | 3.7 | $6.3M | 34k | 187.91 | |
| Wal-Mart Stores (WMT) | 3.6 | $6.2M | 52k | 118.84 | |
| U.S. Bancorp (USB) | 3.5 | $5.8M | 99k | 59.29 | |
| American Express Company (AXP) | 3.3 | $5.7M | 46k | 124.48 | |
| Home Depot (HD) | 3.1 | $5.3M | 24k | 218.40 | |
| Comcast Corporation (CMCSA) | 2.6 | $4.5M | 99k | 44.97 | |
| Fabrinet (FN) | 1.1 | $1.9M | 29k | 64.83 | |
| Kulicke and Soffa Industries (KLIC) | 1.0 | $1.7M | 62k | 27.20 | |
| Vaneck Vectors Etf Tr vietnam etf (VNM) | 0.9 | $1.5M | 92k | 15.99 | |
| Ishares Inc etp (EWT) | 0.8 | $1.3M | 32k | 41.14 |
