Marvin & Palmer Associates as of Dec. 31, 2020
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 28 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.6 | $14M | 106k | 131.96 | |
| Applied Materials (AMAT) | 5.4 | $14M | 141k | 96.68 | |
| Thermo Fisher Scientific (TMO) | 5.3 | $13M | 26k | 509.71 | |
| Lam Research Corporation (LRCX) | 5.1 | $13M | 27k | 483.97 | |
| Morgan Stanley (MS) | 4.9 | $12M | 184k | 67.05 | |
| Goldman Sachs (GS) | 4.9 | $12M | 45k | 271.18 | |
| KLA-Tencor Corporation (KLAC) | 4.8 | $12M | 43k | 280.07 | |
| iShares Global Clean Energy ETF Etf (ICLN) | 4.6 | $11M | 383k | 29.80 | |
| Qualcomm (QCOM) | 4.5 | $11M | 73k | 156.28 | |
| Sea Adr (SE) | 4.1 | $10M | 47k | 216.71 | |
| Kansas City Southern | 4.0 | $10M | 50k | 202.68 | |
| Texas Instruments Incorporated (TXN) | 4.0 | $10M | 60k | 165.68 | |
| Ametek (AME) | 3.9 | $9.9M | 87k | 113.27 | |
| Dover Corporation (DOV) | 3.9 | $9.7M | 83k | 116.49 | |
| Target Corporation (TGT) | 3.7 | $9.4M | 52k | 181.16 | |
| Veeva Sys Inc cl a (VEEV) | 3.7 | $9.3M | 34k | 276.44 | |
| Alphabet Inc Class A cs (GOOGL) | 3.6 | $9.1M | 5.0k | 1827.42 | |
| VanEck Vectors Agribusiness ETF Etf (MOO) | 3.6 | $9.1M | 115k | 78.81 | |
| Intuitive Surgical (ISRG) | 3.6 | $8.9M | 12k | 747.65 | |
| Edwards Lifesciences (EW) | 3.3 | $8.3M | 101k | 82.58 | |
| Home Depot (HD) | 3.2 | $8.0M | 30k | 270.83 | |
| SPDR Gold Trust (GLD) | 3.2 | $7.9M | 46k | 172.62 | |
| Vanguard Materials ETF Etf (VAW) | 3.1 | $7.9M | 51k | 153.25 | |
| iShares MSCI Taiwan ETF Etf (EWT) | 0.9 | $2.4M | 43k | 55.34 | |
| iShares MSCI South Korea Etf (EWY) | 0.9 | $2.2M | 25k | 88.12 | |
| VanEck Vectors Vietnam ETF Etf (VNM) | 0.8 | $2.1M | 122k | 16.92 | |
| iShares MSCI Japan ETF Etf (EWJ) | 0.8 | $2.0M | 30k | 67.00 | |
| Fabrinet (FN) | 0.3 | $771k | 9.8k | 78.92 |
