Marvin & Palmer Associates as of March 31, 2020
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 28 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Thermo Fisher Scientific (TMO) | 5.7 | $6.0M | 21k | 283.59 | |
| Microsoft Corporation (MSFT) | 5.5 | $5.8M | 37k | 157.70 | |
| Blackstone Group Inc Com Cl A (BX) | 5.0 | $5.3M | 116k | 45.57 | |
| Apple (AAPL) | 5.0 | $5.3M | 21k | 254.30 | |
| Adobe Systems Incorporated (ADBE) | 4.8 | $5.0M | 16k | 318.27 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 4.8 | $5.0M | 21k | 237.95 | |
| Lam Research Corporation (LRCX) | 4.7 | $4.9M | 21k | 240.01 | |
| Applied Materials (AMAT) | 4.6 | $4.8M | 104k | 45.82 | |
| Edwards Lifesciences (EW) | 4.5 | $4.7M | 25k | 188.64 | |
| Alphabet Inc Class A cs (GOOGL) | 4.4 | $4.6M | 4.0k | 1161.86 | |
| Wal-Mart Stores (WMT) | 4.4 | $4.6M | 40k | 113.62 | |
| Kansas City Southern | 4.0 | $4.2M | 33k | 127.17 | |
| Visa (V) | 3.9 | $4.1M | 25k | 161.13 | |
| KLA-Tencor Corporation (KLAC) | 3.9 | $4.1M | 28k | 143.73 | |
| Texas Instruments Incorporated (TXN) | 3.9 | $4.0M | 40k | 99.93 | |
| JPMorgan Chase & Co. (JPM) | 3.7 | $3.8M | 43k | 90.03 | |
| Home Depot (HD) | 3.5 | $3.6M | 20k | 186.73 | |
| Amazon (AMZN) | 3.5 | $3.6M | 1.9k | 1949.65 | |
| salesforce (CRM) | 3.1 | $3.3M | 23k | 143.99 | |
| Dover Corporation (DOV) | 3.1 | $3.3M | 39k | 83.95 | |
| Honeywell International (HON) | 3.0 | $3.1M | 23k | 133.80 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 2.7 | $2.8M | 64k | 44.31 | |
| Goldman Sachs (GS) | 2.7 | $2.8M | 18k | 154.59 | |
| Alibaba Group Holding (BABA) | 2.5 | $2.6M | 13k | 194.47 | |
| Ishares Inc etp (EWT) | 1.0 | $1.0M | 32k | 32.97 | |
| Vaneck Vectors Etf Tr vietnam etf (VNM) | 0.9 | $963k | 92k | 10.44 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.8 | $870k | 10k | 86.70 | |
| Spdr Ser Tr 1 3 hgh yield (BIL) | 0.5 | $553k | 6.0k | 91.56 |
