Marvin & Palmer Associates as of June 30, 2020
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 31 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.4 | $9.0M | 25k | 364.80 | |
| Thermo Fisher Scientific (TMO) | 5.4 | $9.0M | 25k | 362.34 | |
| Microsoft Corporation (MSFT) | 5.2 | $8.6M | 42k | 203.51 | |
| Adobe Systems Incorporated (ADBE) | 5.2 | $8.6M | 20k | 435.30 | |
| Lam Research Corporation (LRCX) | 4.9 | $8.1M | 25k | 323.45 | |
| KLA-Tencor Corporation (KLAC) | 4.6 | $7.6M | 39k | 194.48 | |
| Applied Materials (AMAT) | 4.6 | $7.6M | 126k | 60.45 | |
| Morgan Stanley (MS) | 4.5 | $7.5M | 155k | 48.30 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 4.5 | $7.4M | 26k | 290.32 | |
| Alphabet Inc Class A cs (GOOGL) | 4.2 | $7.0M | 4.9k | 1418.07 | |
| Veeva Sys Inc cl a (VEEV) | 3.9 | $6.5M | 28k | 234.41 | |
| Amazon (AMZN) | 3.8 | $6.3M | 2.3k | 2758.92 | |
| Texas Instruments Incorporated (TXN) | 3.8 | $6.2M | 49k | 126.97 | |
| Edwards Lifesciences (EW) | 3.6 | $6.0M | 87k | 69.12 | |
| Kansas City Southern | 3.6 | $6.0M | 40k | 149.28 | |
| Home Depot (HD) | 3.6 | $5.9M | 24k | 250.53 | |
| Wal-Mart Stores (WMT) | 3.6 | $5.9M | 49k | 119.77 | |
| Goldman Sachs (GS) | 3.4 | $5.7M | 29k | 197.60 | |
| Sea Adr (SE) | 3.4 | $5.6M | 52k | 107.25 | |
| salesforce (CRM) | 3.1 | $5.2M | 28k | 187.32 | |
| Eli Lilly & Co. (LLY) | 2.9 | $4.7M | 29k | 164.19 | |
| Amgen (AMGN) | 2.7 | $4.6M | 19k | 235.85 | |
| Dover Corporation (DOV) | 2.7 | $4.5M | 47k | 96.55 | |
| Fabrinet (FN) | 2.1 | $3.5M | 57k | 62.43 | |
| Alibaba Group Holding Adr (BABA) | 1.1 | $1.9M | 8.6k | 215.70 | |
| iShares MSCI Taiwan Etf (EWT) | 1.0 | $1.7M | 41k | 40.23 | |
| VanEck Vectors Vietnam ETF Etf (VNM) | 1.0 | $1.6M | 118k | 13.44 | |
| Lumentum Hldgs (LITE) | 0.8 | $1.4M | 17k | 81.45 | |
| Blackstone Group Inc Com Cl A (BX) | 0.8 | $1.3M | 23k | 56.65 | |
| Chewy Inc cl a (CHWY) | 0.4 | $742k | 17k | 44.71 | |
| Kulicke and Soffa Industries (KLIC) | 0.2 | $277k | 13k | 20.83 |
