Marvin & Palmer Associates as of Dec. 31, 2024
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 27 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 6.3 | $8.3M | 38k | 219.39 | |
| Goldman Sachs (GS) | 5.8 | $7.6M | 13k | 572.62 | |
| Ameriprise Financial (AMP) | 5.6 | $7.3M | 14k | 532.43 | |
| Kkr & Co (KKR) | 5.6 | $7.3M | 49k | 147.91 | |
| Interactive Brokers Group Com Cl A (IBKR) | 5.6 | $7.3M | 41k | 176.67 | |
| Blackstone Group Inc Com Cl A (BX) | 5.4 | $7.0M | 41k | 172.42 | |
| Morgan Stanley Cl A (MS) | 5.2 | $6.8M | 54k | 125.72 | |
| Parker-Hannifin Corporation (PH) | 5.0 | $6.6M | 10k | 636.03 | |
| Oracle Corporation (ORCL) | 4.7 | $6.2M | 37k | 166.64 | |
| NVIDIA Corporation (NVDA) | 4.7 | $6.2M | 46k | 134.29 | |
| Intuitive Surgical Com New (ISRG) | 4.7 | $6.1M | 12k | 521.96 | |
| Apple (AAPL) | 4.6 | $6.1M | 24k | 250.42 | |
| Metropcs Communications (TMUS) | 3.8 | $5.0M | 23k | 220.73 | |
| Trane Technologies SHS (TT) | 3.7 | $4.8M | 13k | 369.35 | |
| Invesco Qqq Trust Series 1 Etf (QQQ) | 3.6 | $4.8M | 9.3k | 511.23 | |
| Hilton Worldwide Holdings (HLT) | 2.6 | $3.4M | 14k | 247.16 | |
| Costco Wholesale Corporation (COST) | 2.6 | $3.3M | 3.6k | 916.27 | |
| Servicenow (NOW) | 2.5 | $3.2M | 3.0k | 1060.12 | |
| Facebook Inc cl a (META) | 2.4 | $3.2M | 5.4k | 585.51 | |
| JPMorgan Chase & Co. (JPM) | 2.3 | $3.1M | 13k | 239.71 | |
| United Rentals (URI) | 2.2 | $2.9M | 4.1k | 704.44 | |
| Lowe's Companies (LOW) | 2.2 | $2.9M | 12k | 246.80 | |
| Select Sector Spdr Tr Financial (XLF) | 2.2 | $2.9M | 60k | 48.33 | |
| Marvell Technology (MRVL) | 2.0 | $2.7M | 24k | 110.45 | |
| Grupo Financiero Galicia Sa Sponsored Adr (GGAL) | 1.9 | $2.5M | 39k | 62.32 | |
| Lumentum Hldgs (LITE) | 1.5 | $1.9M | 23k | 83.95 | |
| Sea Sponsored Adr (SE) | 1.3 | $1.7M | 17k | 106.10 |
