13F HOLDINGS REPORT
MARVIN & PALMER ASSOCIATES INC
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0002080880-25-000008
Total Value
$134.6M
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BROADCOM INC | AVGO | 32,794 | $12.1M | 9.01% |
| 2 | NVIDIA CORP | NVDA | 58,253 | $11.8M | 8.77% |
| 3 | GOLDMAN SACHS GROUP INC/THE | GSCE | 11,179 | $8.8M | 6.56% |
| 4 | MORGAN STANLEY | MS-PQ | 52,601 | $8.6M | 6.41% |
| 5 | INTERACTIVE BROKERS GROUP INC | 45841N107 | 117,225 | $8.2M | 6.13% |
| 6 | JPMORGAN CHASE & CO | VYLD | 26,501 | $8.2M | 6.13% |
| 7 | ORACLE CORP | ORCL-PD | 30,261 | $7.9M | 5.91% |
| 8 | CITIGROUP INC | C-PR | 76,280 | $7.7M | 5.74% |
| 9 | RTX CORP | RTX | 36,101 | $6.4M | 4.79% |
| 10 | ALPHABET INC | GOOG | 22,209 | $6.2M | 4.64% |
| 11 | NEWMONT CORP | NEMCL | 71,889 | $5.8M | 4.33% |
| 12 | AMPHENOL CORP | 032095101 | 29,309 | $4.1M | 3.04% |
| 13 | MICRON TECHNOLOGY INC | MU | 18,206 | $4.1M | 3.03% |
| 14 | CATERPILLAR INC | CAT | 7,033 | $4.1M | 3.02% |
| 15 | CAMECO CORP | CCJ | 37,895 | $3.9M | 2.88% |
| 16 | WELLTOWER INC | WELL | 19,691 | $3.6M | 2.65% |
| 17 | BANK OF AMERICA CORP | 060505104 | 65,002 | $3.5M | 2.58% |
| 18 | CENCORA INC | COR | 10,097 | $3.4M | 2.53% |
| 19 | PARKER-HANNIFIN CORP | PH | 3,957 | $3.1M | 2.27% |
| 20 | ISHARES MSCI POLAND ETF | 46429B606 | 79,780 | $2.7M | 2.00% |
| 21 | META PLATFORMS INC | META | 3,938 | $2.6M | 1.90% |
| 22 | ISHARES MSCI ISRAEL ETF | 464286632 | 23,443 | $2.4M | 1.78% |
| 23 | ISHARES MSCI JAPAN ETF | 46434G822 | 28,200 | $2.4M | 1.75% |
| 24 | TESLA INC | TSLA | 5,086 | $2.3M | 1.73% |
| 25 | TAIWAN SEMICONDUCTOR MANUFACTURING SPON | 874039100 | 820 | $246,353 | 0.18% |
| 26 | ISHARES MSCI SPAIN ETF | 464286764 | 4,260 | $213,724 | 0.16% |
| 27 | VANECK VIETNAM ETF | 92189F817 | 8,040 | $140,137 | 0.10% |