13F HOLDINGS REPORT
MARVIN & PALMER ASSOCIATES INC
Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0002080880-25-000001
Total Value
$116.6M
Positions
32
Other Managers
0
Confidential Omitted
No
Holdings (32)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INVESCO QQQ TRUST SERIES 1 | IVZ | 19,200 | $10.6M | 9.08% |
| 2 | ORACLE CORP | ORCL-PD | 30,642 | $6.7M | 5.74% |
| 3 | CISCO SYSTEMS INC | CSCO | 96,203 | $6.7M | 5.72% |
| 4 | NVIDIA CORP | NVDA | 41,418 | $6.5M | 5.61% |
| 5 | INTERNATIONAL BUSINESS MACHINE | INTR | 21,845 | $6.4M | 5.52% |
| 6 | RTX CORP | RTX | 36,308 | $5.3M | 4.55% |
| 7 | JPMORGAN CHASE & CO | VYLD | 17,672 | $5.1M | 4.39% |
| 8 | GOLDMAN SACHS GROUP INC/THE | GSCE | 7,086 | $5.0M | 4.30% |
| 9 | INTERACTIVE BROKERS GROUP INC | 45841N107 | 90,340 | $5.0M | 4.29% |
| 10 | MORGAN STANLEY | MS-PQ | 33,991 | $4.8M | 4.11% |
| 11 | ISHARES MSCI GERMANY ETF | 464286806 | 104,156 | $4.4M | 3.78% |
| 12 | CHARLES SCHWAB CORP/THE | SCHW-PJ | 40,111 | $3.7M | 3.14% |
| 13 | CROWDSTRIKE HOLDINGS INC | CRWD | 7,153 | $3.6M | 3.12% |
| 14 | CARDINAL HEALTH INC | CAH | 20,973 | $3.5M | 3.02% |
| 15 | EBAY INC | EBAY | 45,517 | $3.4M | 2.91% |
| 16 | ISHARES MSCI POLAND ETF | 46429B606 | 103,580 | $3.3M | 2.87% |
| 17 | AMPHENOL CORP | 032095101 | 31,726 | $3.1M | 2.69% |
| 18 | BROADCOM INC | AVGO | 11,350 | $3.1M | 2.68% |
| 19 | NETFLIX INC | NFLX | 2,331 | $3.1M | 2.68% |
| 20 | COSTCO WHOLESALE CORP | 22160K105 | 3,083 | $3.1M | 2.62% |
| 21 | WELLTOWER INC | WELL | 19,841 | $3.1M | 2.62% |
| 22 | SAP SE | SAPGF | 9,882 | $3.0M | 2.58% |
| 23 | O'REILLY AUTOMOTIVE INC | 67103H107 | 32,465 | $2.9M | 2.51% |
| 24 | TRANE TECHNOLOGIES PLC | TT | 6,463 | $2.8M | 2.42% |
| 25 | PARKER-HANNIFIN CORP | PH | 3,995 | $2.8M | 2.39% |
| 26 | ISHARES MSCI JAPAN ETF | 46434G822 | 25,500 | $1.9M | 1.64% |
| 27 | SEA LTD | SE | 11,800 | $1.9M | 1.62% |
| 28 | ISHARES MSCI UAE ETF | 46434V761 | 50,950 | $953,784 | 0.82% |
| 29 | SPDR S&P 500 ETF TRUST | SPY | 646 | $399,131 | 0.34% |
| 30 | ISHARES MSCI SPAIN ETF | 464286764 | 2,540 | $111,836 | 0.10% |
| 31 | ISHARES MSCI SINGAPORE ETF | 46434G780 | 4,240 | $110,155 | 0.09% |
| 32 | VANECK VIETNAM ETF | 92189F817 | 5,430 | $74,663 | 0.06% |