13F HOLDINGS REPORT
MARVIN & PALMER ASSOCIATES INC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000898432-23-000090
Total Value
$190.1M
Positions
27
Other Managers
1
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Vertex Pharmaceuticals Inc. | VRTX | 39,155 | $11.3M | 5.96% |
| 2 | AmerisourceBergen Corp. | COR | 63,879 | $10.6M | 5.57% |
| 3 | AutoZone, Inc. | AZO | 4,192 | $10.4M | 5.47% |
| 4 | Ameriprise Financial, Inc. | 03076C106 | 32,245 | $10.0M | 5.28% |
| 5 | Charles Schwab Corporation | SCHW-PJ | 120,122 | $10.0M | 5.26% |
| 6 | Goldman Sachs Group Inc. | GSCE | 28,853 | $9.9M | 5.21% |
| 7 | Arthur J. Gallagher & Co. | 363576109 | 51,443 | $9.7M | 5.10% |
| 8 | iShares Russell 2000 ETF | 464287655 | 53,607 | $9.3M | 4.92% |
| 9 | Morgan Stanley | MS-PQ | 109,548 | $9.3M | 4.90% |
| 10 | Cheniere Energy Inc. | LNG | 58,972 | $8.8M | 4.65% |
| 11 | UnitedHealth Group Incorporated | UNH | 16,114 | $8.5M | 4.50% |
| 12 | Northrop Grumman Corporation | NOC | 15,135 | $8.3M | 4.35% |
| 13 | Deere & Company | DE | 19,247 | $8.3M | 4.34% |
| 14 | Walmart Inc. | WMT | 57,379 | $8.1M | 4.28% |
| 15 | Raytheon Company | RTX | 79,958 | $8.1M | 4.25% |
| 16 | J.B. Hunt Transport Services, Inc. | 445658107 | 43,083 | $7.5M | 3.95% |
| 17 | Thermo Fisher Scientific, Inc. | TMO | 13,112 | $7.2M | 3.80% |
| 18 | Amphenol Corporation | 032095101 | 92,809 | $7.1M | 3.72% |
| 19 | Old Dominion Freight Line Inc. | ODFL | 23,504 | $6.7M | 3.51% |
| 20 | Enpase Energy, Inc. | ENPH | 24,969 | $6.6M | 3.48% |
| 21 | Apple Inc. | AAPL | 46,365 | $6.0M | 3.17% |
| 22 | iShares MSCI India ETF | 46429B598 | 47,325 | $2.0M | 1.04% |
| 23 | Novo Nordisk A/S | NONOF | 13,100 | $1.8M | 0.93% |
| 24 | ICICI Bank Limited | IBN | 62,150 | $1.4M | 0.72% |
| 25 | Fabrinet | FN | 9,410 | $1.2M | 0.63% |
| 26 | Sea Limited | SE | 21,700 | $1.1M | 0.59% |
| 27 | Applied Materials, Inc. | 038222105 | 8,079 | $786,733 | 0.41% |