Marvin & Palmer Associates as of Dec. 31, 2016
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 34 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fabrinet (FN) | 7.6 | $8.9M | 220k | 40.30 | |
| Lumentum Hldgs (LITE) | 7.5 | $8.7M | 226k | 38.65 | |
| Acacia Communications | 7.0 | $8.2M | 132k | 61.75 | |
| Oclaro | 5.6 | $6.6M | 732k | 8.95 | |
| Texas Instruments Incorporated (TXN) | 4.3 | $5.1M | 70k | 72.97 | |
| Charles Schwab Corporation (SCHW) | 4.3 | $5.0M | 127k | 39.47 | |
| Raytheon Company | 4.1 | $4.8M | 34k | 142.73 | |
| Lam Research Corporation (LRCX) | 3.8 | $4.5M | 42k | 106.19 | |
| Blackstone | 3.7 | $4.3M | 160k | 27.03 | |
| Intuit (INTU) | 3.5 | $4.1M | 36k | 114.60 | |
| Facebook Inc cl a (META) | 3.3 | $3.9M | 34k | 115.06 | |
| Zions Bancorporation (ZION) | 3.0 | $3.5M | 82k | 43.04 | |
| BlackRock (BLK) | 3.0 | $3.5M | 9.1k | 380.57 | |
| Parker-Hannifin Corporation (PH) | 3.0 | $3.5M | 25k | 140.02 | |
| Cummins (CMI) | 2.8 | $3.3M | 24k | 136.67 | |
| JPMorgan Chase & Co. (JPM) | 2.8 | $3.3M | 38k | 86.30 | |
| L-3 Communications Holdings | 2.8 | $3.2M | 21k | 152.13 | |
| Amazon (AMZN) | 2.5 | $2.9M | 3.9k | 749.81 | |
| SPDR KBW Regional Banking (KRE) | 2.3 | $2.7M | 48k | 55.58 | |
| Comerica Incorporated (CMA) | 2.2 | $2.6M | 38k | 68.34 | |
| UnitedHealth (UNH) | 2.1 | $2.4M | 15k | 160.03 | |
| Amphenol Corporation (APH) | 2.0 | $2.4M | 36k | 67.19 | |
| Eaton (ETN) | 2.0 | $2.4M | 36k | 67.09 | |
| Align Technology (ALGN) | 1.9 | $2.2M | 23k | 96.13 | |
| Union Pacific Corporation (UNP) | 1.8 | $2.1M | 21k | 103.69 | |
| Comcast Corporation (CMCSA) | 1.8 | $2.1M | 31k | 69.33 | |
| Halliburton Company (HAL) | 1.8 | $2.1M | 39k | 54.09 | |
| EOG Resources (EOG) | 1.7 | $2.0M | 20k | 101.08 | |
| Alphabet Inc Class A cs (GOOGL) | 1.7 | $2.0M | 2.5k | 792.35 | |
| Cme (CME) | 1.5 | $1.7M | 15k | 118.59 | |
| iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.8 | $937k | 17k | 54.94 | |
| Kulicke and Soffa Industries (KLIC) | 0.7 | $837k | 53k | 15.94 | |
| MSCI Indonesia Investable Market Ind (EIDO) | 0.7 | $765k | 32k | 24.14 | |
| Vaneck Vectors Etf Tr vietnam etf (VNM) | 0.6 | $727k | 56k | 13.05 |
