13F HOLDINGS REPORT
MARVIN & PALMER ASSOCIATES INC
Quarter ended Q4 2024 · Filed February 7, 2025 · Accession 0000898432-25-000095
Total Value
$130.9M
Positions
27
Other Managers
1
Confidential Omitted
Yes
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON.COM INC | AMZN | 37,858 | $8.3M | 6.34% |
| 2 | GOLDMAN SACHS GROUP INC | GSCE | 13,191 | $7.6M | 5.77% |
| 3 | AMERIPRISE FINANCIAL INC | 03076C106 | 13,749 | $7.3M | 5.59% |
| 4 | KKR & CO INC | KKRT | 49,377 | $7.3M | 5.58% |
| 5 | INTERACTIVE BROKERS GROUP INC | 45841N107 | 41,211 | $7.3M | 5.56% |
| 6 | BLACKSTONE INC | BX | 40,691 | $7.0M | 5.36% |
| 7 | MORGAN STANLEY | MS-PQ | 54,377 | $6.8M | 5.22% |
| 8 | PARKER-HANNIFIN CORP | PH | 10,357 | $6.6M | 5.03% |
| 9 | ORACLE CORP | ORCL-PD | 37,005 | $6.2M | 4.71% |
| 10 | NVIDIA CORP | NVDA | 45,917 | $6.2M | 4.71% |
| 11 | INTUITIVE SURGICAL INC | ISRG | 11,720 | $6.1M | 4.67% |
| 12 | APPLE INC | AAPL | 24,194 | $6.1M | 4.63% |
| 13 | T-MOBILE US INC | TMUSZ | 22,461 | $5.0M | 3.79% |
| 14 | TRANE TECHNOLOGIES PLC | TT | 13,017 | $4.8M | 3.67% |
| 15 | INVESCO QQQ TRUST SERIES 1 | IVZ | 9,320 | $4.8M | 3.64% |
| 16 | HILTON WORLDWIDE HOLDINGS INC | HLT | 13,606 | $3.4M | 2.57% |
| 17 | COSTCO WHSL CORP NEW | 22160K105 | 3,645 | $3.3M | 2.55% |
| 18 | SERVICENOW INC | NOW | 3,031 | $3.2M | 2.45% |
| 19 | META PLATFORMS INC | META | 5,439 | $3.2M | 2.43% |
| 20 | JPMORGAN CHASE & CO | VYLD | 12,799 | $3.1M | 2.34% |
| 21 | UNITED RENTALS INC | URI | 4,133 | $2.9M | 2.22% |
| 22 | LOWE'S COS INC | 548661107 | 11,759 | $2.9M | 2.22% |
| 23 | SELECT SECTOR SPDR TR | 81369Y605 | 59,760 | $2.9M | 2.21% |
| 24 | MARVELL TECHNOLOGY INC | MRVL | 24,104 | $2.7M | 2.03% |
| 25 | GRUPO FINANCIERO GALICIA SA | GGAL | 39,370 | $2.5M | 1.87% |
| 26 | LUMENTUM HOLDINGS INC | LITE | 22,990 | $1.9M | 1.47% |
| 27 | SEA LTD | SE | 16,490 | $1.7M | 1.34% |