Marvin & Palmer Associates as of Dec. 31, 2021
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 25 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applied Materials (AMAT) | 5.8 | $14M | 87k | 157.36 | |
| Lam Research Corporation | 5.4 | $13M | 18k | 719.14 | |
| Fortinet (FTNT) | 5.3 | $12M | 35k | 359.41 | |
| Ameriprise Financial (AMP) | 5.3 | $12M | 41k | 301.65 | |
| Blackstone Group Inc Com Cl A (BX) | 5.2 | $12M | 94k | 129.39 | |
| AutoZone (AZO) | 5.1 | $12M | 5.7k | 2096.31 | |
| Edwards Lifesciences (EW) | 5.1 | $12M | 92k | 129.55 | |
| Morgan Stanley (MS) | 5.1 | $12M | 121k | 98.16 | |
| Goldman Sachs (GS) | 4.8 | $11M | 29k | 382.56 | |
| Alphabet Inc Class A cs (GOOGL) | 4.1 | $9.6M | 3.3k | 2896.92 | |
| Dover Corporation (DOV) | 4.1 | $9.5M | 53k | 181.59 | |
| Home Depot (HD) | 4.1 | $9.5M | 23k | 415.01 | |
| Microsoft Corporation (MSFT) | 3.8 | $9.0M | 27k | 336.33 | |
| Intuitive Surgical (ISRG) | 3.8 | $8.8M | 24k | 359.30 | |
| Apple (AAPL) | 3.6 | $8.5M | 48k | 177.58 | |
| Tractor Supply Company (TSCO) | 3.6 | $8.3M | 35k | 238.59 | |
| Palo Alto Networks (PANW) | 3.6 | $8.3M | 15k | 556.77 | |
| Sea Ads (SE) | 3.5 | $8.2M | 37k | 223.71 | |
| iShares Core US REIT ETF Etf (USRT) | 3.5 | $8.2M | 121k | 67.59 | |
| Texas Instruments Incorporated (TXN) | 3.4 | $8.1M | 43k | 188.46 | |
| United Rentals (URI) | 3.4 | $7.9M | 24k | 332.28 | |
| BlackRock | 3.2 | $7.5M | 8.2k | 915.59 | |
| Cheniere Energy (LNG) | 3.1 | $7.2M | 71k | 101.42 | |
| VanEck Vectors Vietnam ETF Etf (VNM) | 1.1 | $2.6M | 122k | 21.24 | |
| Fabrinet (FN) | 1.1 | $2.6M | 22k | 118.49 |
