13F HOLDINGS REPORT
MARVIN & PALMER ASSOCIATES INC
Quarter ended Q2 2024 · Filed August 13, 2024 · Accession 0000898432-24-000706
Total Value
$97.7M
Positions
28
Other Managers
1
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Eaton Corporation plc | ETN | 16,966 | $5.3M | 5.45% |
| 2 | NVIDIA Corporation | NVDA | 50,882 | $5.2M | 5.33% |
| 3 | Interactive Brokers Group Inc. | 45841N107 | 41,650 | $5.1M | 5.23% |
| 4 | Parker-Hannifin Corporation | PH | 8,728 | $5.1M | 5.19% |
| 5 | Microsoft Corporation | MSFT | 7,308 | $5.1M | 5.18% |
| 6 | Goldman Sachs Group Inc. | GSCE | 10,379 | $4.7M | 4.81% |
| 7 | Ingersoll Rand Inc. | IR | 51,550 | $4.7M | 4.79% |
| 8 | Carlisle Companies Inc | 142339100 | 11,082 | $4.5M | 4.60% |
| 9 | Ameriprise Financial, Inc. | 03076C106 | 10,042 | $4.3M | 4.39% |
| 10 | Invesco QQQ ETF | IVZ | 3,795 | $4.2M | 4.34% |
| 11 | KKR & Co Inc. | KKRT | 41,939 | $4.2M | 4.32% |
| 12 | SPDR S&P 500 ETF Trust | SPY | 6,395 | $4.2M | 4.31% |
| 13 | iShares Inc | 46434G822 | 21,081 | $4.0M | 4.08% |
| 14 | Hilton Worldwide Holdings Inc. | HLT | 16,009 | $3.5M | 3.58% |
| 15 | Costco Wholesale Corp. | 22160K105 | 4,037 | $3.4M | 3.51% |
| 16 | Amazon.com, Inc. | AMZN | 17,436 | $3.4M | 3.45% |
| 17 | United Rentals, Inc. | URI | 4,555 | $3.3M | 3.38% |
| 18 | Alphabet Inc. | GOOG | 17,100 | $3.1M | 3.19% |
| 19 | Cadence Design Systems Inc. | CDNS | 9,970 | $3.1M | 3.14% |
| 20 | Charles Schwab Corporation | SCHW-PJ | 40,210 | $3.0M | 3.03% |
| 21 | McKesson Corp. | MCK | 5,265 | $2.8M | 2.89% |
| 22 | Vertex Pharmaceuticals Incorporated | VRTX | 6,682 | $2.8M | 2.86% |
| 23 | Meta Platforms, Inc. | META | 5,655 | $2.7M | 2.81% |
| 24 | Caterpillar Inc. | CAT | 7,185 | $2.4M | 2.45% |
| 25 | iShares TR | 46429B598 | 27,092 | $2.1M | 2.16% |
| 26 | VanEck Vectors Vietnam ETF | 92189F817 | 56,595 | $786,671 | 0.81% |
| 27 | Sea Limited | SE | 9,790 | $699,202 | 0.72% |
| 28 | Applied Materials, Inc. | 038222105 | 21,461 | $5,065 | 0.01% |