Marvin & Palmer Associates as of March 31, 2021
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 27 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applied Materials (AMAT) | 6.4 | $14M | 108k | 133.60 | |
| Lam Research Corporation (LRCX) | 5.8 | $13M | 22k | 595.26 | |
| Goldman Sachs (GS) | 5.4 | $12M | 38k | 327.00 | |
| Morgan Stanley (MS) | 5.3 | $12M | 153k | 77.66 | |
| Ameriprise Financial (AMP) | 5.0 | $11M | 49k | 232.44 | |
| iShares MSCI Japan ETF Etf (EWJ) | 4.6 | $10M | 151k | 68.52 | |
| VanEck Vectors Agribusiness ETF Etf (MOO) | 4.6 | $10M | 117k | 87.71 | |
| Global X Copper Miners ETF Etf (COPX) | 4.5 | $10M | 284k | 35.56 | |
| KLA-Tencor Corporation (KLAC) | 4.5 | $10M | 31k | 330.39 | |
| Texas Instruments Incorporated (TXN) | 4.2 | $9.5M | 50k | 188.99 | |
| Sea Adr (SE) | 4.0 | $8.9M | 40k | 223.23 | |
| United Rentals (URI) | 3.8 | $8.5M | 26k | 329.31 | |
| Apple (AAPL) | 3.8 | $8.4M | 69k | 122.15 | |
| Cheniere Energy (LNG) | 3.7 | $8.4M | 117k | 72.01 | |
| Alphabet Inc Class A cs (GOOGL) | 3.7 | $8.4M | 4.1k | 2062.58 | |
| Eaton Corp SHS (ETN) | 3.7 | $8.3M | 60k | 138.29 | |
| Deere & Company (DE) | 3.6 | $8.2M | 22k | 374.12 | |
| Thermo Fisher Scientific (TMO) | 3.6 | $8.1M | 18k | 456.38 | |
| Hilton Worldwide Holdings (HLT) | 3.5 | $8.0M | 66k | 120.92 | |
| Interactive Brokers (IBKR) | 3.4 | $7.6M | 104k | 73.04 | |
| JPMorgan Chase & Co. (JPM) | 3.2 | $7.2M | 47k | 152.24 | |
| ETFMG Prime Cyber Security ETF Etf | 3.2 | $7.1M | 130k | 54.90 | |
| Qualcomm (QCOM) | 3.0 | $6.7M | 51k | 132.60 | |
| iShares MSCI Taiwan ETF Etf (EWT) | 1.1 | $2.6M | 43k | 59.96 | |
| iShares MSCI South Korea ETF Etf | 1.0 | $2.3M | 25k | 89.69 | |
| VanEck Vectors Vietnam ETF Etf (VNM) | 1.0 | $2.2M | 122k | 18.10 | |
| Fabrinet SHS (FN) | 0.4 | $883k | 9.8k | 90.38 |
