Marvin & Palmer Associates as of Sept. 30, 2020
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 30 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.6 | $11M | 92k | 115.80 | |
| Thermo Fisher Scientific (TMO) | 5.6 | $11M | 24k | 441.50 | |
| Adobe Systems Incorporated (ADBE) | 5.1 | $9.7M | 20k | 490.42 | |
| Microsoft Corporation (MSFT) | 4.7 | $9.0M | 43k | 210.34 | |
| Lam Research Corporation (LRCX) | 4.4 | $8.3M | 25k | 331.77 | |
| Sea Adr (SE) | 4.2 | $8.1M | 52k | 154.04 | |
| SPDR Gold Shares SHS (GLD) | 4.2 | $8.0M | 45k | 177.11 | |
| Home Depot (HD) | 4.2 | $7.9M | 29k | 277.70 | |
| Veeva Sys Inc cl a (VEEV) | 4.1 | $7.8M | 28k | 281.19 | |
| Edwards Lifesciences (EW) | 4.1 | $7.7M | 97k | 79.82 | |
| KLA-Tencor Corporation (KLAC) | 4.1 | $7.7M | 40k | 193.74 | |
| Applied Materials (AMAT) | 4.0 | $7.5M | 127k | 59.45 | |
| Morgan Stanley (MS) | 4.0 | $7.5M | 156k | 48.35 | |
| Kansas City Southern | 3.9 | $7.3M | 41k | 180.82 | |
| Alphabet Inc Class A cs (GOOGL) | 3.8 | $7.3M | 5.0k | 1465.56 | |
| Amazon (AMZN) | 3.8 | $7.2M | 2.3k | 3148.65 | |
| Qualcomm (QCOM) | 3.8 | $7.2M | 61k | 117.68 | |
| Texas Instruments Incorporated (TXN) | 3.7 | $7.1M | 50k | 142.78 | |
| Target Corporation (TGT) | 3.6 | $6.9M | 44k | 157.43 | |
| salesforce (CRM) | 3.6 | $6.8M | 27k | 251.34 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 3.3 | $6.3M | 23k | 272.10 | |
| Intuitive Surgical (ISRG) | 3.0 | $5.8M | 8.1k | 709.56 | |
| Nasdaq Omx (NDAQ) | 2.9 | $5.5M | 45k | 122.70 | |
| Alibaba Group Holding Adr (BABA) | 1.9 | $3.7M | 12k | 294.00 | |
| Fabrinet (FN) | 1.0 | $1.9M | 31k | 63.03 | |
| iShares MSCI Taiwan Etf (EWT) | 1.0 | $1.9M | 41k | 44.91 | |
| VanEck Vectors Vietnam ETF Etf (VNM) | 0.9 | $1.7M | 118k | 14.85 | |
| JD.com Adr (JD) | 0.8 | $1.5M | 19k | 77.59 | |
| Chewy Inc cl a (CHWY) | 0.5 | $910k | 17k | 54.84 | |
| Kulicke and Soffa Industries (KLIC) | 0.2 | $298k | 13k | 22.41 |
