Marvin & Palmer Associates as of Sept. 30, 2021
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 26 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fortinet (FTNT) | 5.9 | $15M | 50k | 292.03 | |
| Morgan Stanley (MS) | 5.3 | $13M | 135k | 97.31 | |
| Applied Materials (AMAT) | 5.2 | $13M | 99k | 128.73 | |
| Goldman Sachs (GS) | 5.0 | $12M | 33k | 378.04 | |
| Ameriprise Financial (AMP) | 5.0 | $12M | 47k | 264.13 | |
| Blackstone Group Inc Com Cl A (BX) | 4.9 | $12M | 104k | 116.34 | |
| Intuitive Surgical (ISRG) | 4.8 | $12M | 12k | 994.18 | |
| Sea Ads (SE) | 4.7 | $12M | 37k | 318.74 | |
| Edwards Lifesciences (EW) | 4.7 | $12M | 102k | 113.21 | |
| Lam Research Corporation (LRCX) | 4.6 | $11M | 20k | 569.13 | |
| Eaton Corp | 4.5 | $11M | 75k | 149.31 | |
| Hca Holdings (HCA) | 4.3 | $11M | 43k | 242.71 | |
| Alphabet Inc Class A cs (GOOGL) | 4.2 | $10M | 3.9k | 2673.40 | |
| AutoZone (AZO) | 3.9 | $9.7M | 5.7k | 1697.94 | |
| BlackRock (BLK) | 3.9 | $9.7M | 12k | 838.69 | |
| United Rentals (URI) | 3.9 | $9.7M | 28k | 350.92 | |
| Texas Instruments Incorporated (TXN) | 3.9 | $9.6M | 50k | 192.22 | |
| Dover Corporation (DOV) | 3.8 | $9.5M | 61k | 155.50 | |
| Trimble Navigation (TRMB) | 3.6 | $8.9M | 109k | 82.25 | |
| Microsoft Corporation (MSFT) | 3.6 | $8.9M | 32k | 281.92 | |
| Expeditors International of Washington (EXPD) | 3.5 | $8.7M | 73k | 119.12 | |
| T. Rowe Price (TROW) | 3.3 | $8.1M | 41k | 196.71 | |
| ProShares Short S&P 500 Etf (SH) | 1.6 | $3.9M | 256k | 15.23 | |
| VanEck Vectors Vietnam ETF Etf (VNM) | 1.0 | $2.4M | 122k | 19.27 | |
| Fabrinet (FN) | 0.5 | $1.2M | 12k | 102.52 | |
| Kulicke and Soffa Industries (KLIC) | 0.2 | $472k | 8.1k | 58.27 |
