13F HOLDINGS REPORT
MARVIN & PALMER ASSOCIATES INC
Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0000898432-23-000777
Total Value
$154.2M
Positions
25
Other Managers
1
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Alphabet Inc. Class A | GOOG | 73,926 | $9.7M | 6.27% |
| 2 | Applied Materials, Inc. | 038222105 | 65,056 | $9.0M | 5.84% |
| 3 | Cencora, Inc. | COR | 48,428 | $8.7M | 5.65% |
| 4 | NVIDIA Corporation | NVDA | 19,530 | $8.5M | 5.51% |
| 5 | Walmart Inc. | WMT | 52,593 | $8.4M | 5.46% |
| 6 | Eaton Corporation plc | ETN | 37,836 | $8.1M | 5.23% |
| 7 | Ameriprise Financial, Inc. | 03076C106 | 24,031 | $7.9M | 5.14% |
| 8 | VanEck Oil Services ETF | 92189H607 | 22,620 | $7.8M | 5.06% |
| 9 | Vertex Pharmaceuticals Incorporated | VRTX | 22,251 | $7.7M | 5.02% |
| 10 | Oracle Corporation | ORCL-PD | 72,714 | $7.7M | 5.00% |
| 11 | Parker-Hannifin Corporation | PH | 19,485 | $7.6M | 4.92% |
| 12 | Microsoft Corporation | MSFT | 23,580 | $7.4M | 4.83% |
| 13 | Visa Inc. | V | 31,752 | $7.3M | 4.74% |
| 14 | United Rentals, Inc. | URI | 16,405 | $7.3M | 4.73% |
| 15 | Apple Inc. | AAPL | 42,569 | $7.3M | 4.73% |
| 16 | Amertek, Inc. | AME | 48,020 | $7.1M | 4.60% |
| 17 | Ingersoll Rand Inc. | IR | 110,974 | $7.1M | 4.59% |
| 18 | Blackstone Group LP | BX | 64,270 | $6.9M | 4.47% |
| 19 | Tesla, Inc. | TSLA | 25,836 | $6.5M | 4.19% |
| 20 | iShares MSCI Japan ETF | 46434G822 | 25,094 | $1.5M | 0.98% |
| 21 | iShares MSCI Mexico ETF | 464286822 | 22,379 | $1.3M | 0.85% |
| 22 | iShares MSCI India ETF | 46429B598 | 22,757 | $1.0M | 0.65% |
| 23 | Sea Limited | SE | 18,360 | $806,922 | 0.52% |
| 24 | iShares MSCI Brazil ETF | 464286400 | 26,244 | $804,903 | 0.52% |
| 25 | iShares MSCI Switzerland ETF | 464286749 | 17,894 | $779,642 | 0.51% |