13F HOLDINGS REPORT
MARVIN & PALMER ASSOCIATES INC
Quarter ended Q1 2024 · Filed May 13, 2024 · Accession 0000898432-24-000399
Total Value
$100.8M
Positions
28
Other Managers
1
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Eaton Corporation plc | ETN | 17,621 | $5.5M | 5.46% |
| 2 | NVIDIA Corporation | NVDA | 5,764 | $5.2M | 5.17% |
| 3 | Parker-Hannifin Corporation | PH | 9,119 | $5.1M | 5.03% |
| 4 | Microsoft Corporation | MSFT | 12,017 | $5.1M | 5.01% |
| 5 | Ingersoll Rand Inc. | IR | 52,709 | $5.0M | 4.96% |
| 6 | Ameriprise Financial, Inc. | 03076C106 | 10,036 | $4.4M | 4.36% |
| 7 | Applied Materials, Inc. | 038222105 | 20,593 | $4.2M | 4.21% |
| 8 | Invesco QQQ ETF | IVZ | 9,546 | $4.2M | 4.20% |
| 9 | KKR & Co Inc. | KKRT | 41,920 | $4.2M | 4.18% |
| 10 | SPDR S&P 500 ETF Trust | SPY | 8,053 | $4.2M | 4.18% |
| 11 | Caterpillar Inc. | CAT | 11,234 | $4.1M | 4.08% |
| 12 | Blackstone Group LP | BX | 30,819 | $4.0M | 4.02% |
| 13 | iShares MSCI Japan ETF | 46434G822 | 55,842 | $4.0M | 3.95% |
| 14 | Hilton Worldwide Holdings Inc. | HLT | 16,000 | $3.4M | 3.38% |
| 15 | Artista Networks Inc. | ANET | 11,680 | $3.4M | 3.36% |
| 16 | United Rentals, Inc. | URI | 4,573 | $3.3M | 3.27% |
| 17 | Cencora, Inc. | COR | 13,437 | $3.3M | 3.24% |
| 18 | Amazon.com, Inc. | AMZN | 17,420 | $3.1M | 3.12% |
| 19 | Cadence Design Systems Inc. | CDNS | 9,963 | $3.1M | 3.08% |
| 20 | Costco Wholesale Corp. | 22160K105 | 4,085 | $3.0M | 2.97% |
| 21 | Visa Inc. | V | 10,668 | $3.0M | 2.95% |
| 22 | McKesson Corp. | MCK | 5,260 | $2.8M | 2.80% |
| 23 | Vertex Pharmaceuticals Incorporated | VRTX | 6,675 | $2.8M | 2.77% |
| 24 | Meta Platforms, Inc. | META | 5,650 | $2.7M | 2.72% |
| 25 | Cboe Global Markets, Inc. | 12503M108 | 14,426 | $2.7M | 2.63% |
| 26 | iShares MSCI India ETF | 46429B598 | 40,982 | $2.1M | 2.10% |
| 27 | iShares MSCI Mexico ETF | 464286822 | 29,398 | $2.0M | 2.02% |
| 28 | VanEck Vectors Vietnam ETF | 92189F817 | 56,595 | $786,671 | 0.78% |