13F HOLDINGS REPORT
MARVIN & PALMER ASSOCIATES INC
Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0000898432-23-000294
Total Value
$190.1M
Positions
25
Other Managers
1
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Vertex Pharmaceuticals Inc. | VRTX | 42,627 | $13.4M | 6.77% |
| 2 | AutoZone, Inc. | AZO | 4,675 | $11.5M | 5.79% |
| 3 | Deere & Company | DE | 24,917 | $10.3M | 5.18% |
| 4 | Ameriprise Financial, Inc. | 03076C106 | 32,609 | $10.0M | 5.03% |
| 5 | Applied Materials, Inc. | 038222105 | 80,540 | $9.9M | 4.98% |
| 6 | Amphenol Corporation | 032095101 | 120,642 | $9.9M | 4.97% |
| 7 | Morgan Stanley | MS-PQ | 110,310 | $9.7M | 4.88% |
| 8 | Goldman Sachs Group Inc. | GSCE | 29,522 | $9.7M | 4.86% |
| 9 | AmerisourceBergen Corp. | COR | 60,049 | $9.6M | 4.84% |
| 10 | Walmart Inc. | WMT | 64,252 | $9.5M | 4.77% |
| 11 | Caterpillar Inc. | CAT | 40,427 | $9.3M | 4.66% |
| 12 | Analog Devices Inc. | ADI | 45,770 | $9.0M | 4.55% |
| 13 | HCA Healthcare Inc. | HCA | 33,928 | $8.9M | 4.51% |
| 14 | Arista Networks Inc. | ANET | 52,400 | $8.8M | 4.43% |
| 15 | Raytheon Company | RTX | 87,844 | $8.6M | 4.33% |
| 16 | Apple Inc. | AAPL | 51,568 | $8.5M | 4.28% |
| 17 | Thermo Fisher Scientific, Inc. | TMO | 14,601 | $8.4M | 4.24% |
| 18 | Amertek, Inc. | AME | 56,720 | $8.2M | 4.15% |
| 19 | Parker-Hannifin Corp. | PH | 23,570 | $7.9M | 3.99% |
| 20 | Old Dominion Freight Line Inc. | ODFL | 22,768 | $7.8M | 3.91% |
| 21 | Sea Limited | SE | 32,030 | $2.8M | 1.40% |
| 22 | Novo Nordisk A/S | NONOF | 12,922 | $2.1M | 1.04% |
| 23 | iShares MSCI Singapore ETF | 46434G780 | 84,730 | $1.7M | 0.85% |
| 24 | iShares MSCI Mexico ETF | 464286822 | 27,150 | $1.6M | 0.81% |
| 25 | iShares MSCI Thailand ETF | 464286624 | 20,920 | $1.5M | 0.77% |