Q1 2024 · 13F-HR
MARVIN & PALMER ASSOCIATES INCholdings as filed
Filed 2024-05-13 · accession 0000898432-24-000399
$100.8M
Reported value
28
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G29183103 | ETN | Eaton Corporation plc | $5.5M | 5.46% | 17,621 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA Corporation | $5.2M | 5.17% | 5,764 | Common | SOLE |
| 701094104 | PH | Parker-Hannifin Corporation | $5.1M | 5.03% | 9,119 | Common | SOLE |
| 594918104 | MSFT | Microsoft Corporation | $5.1M | 5.01% | 12,017 | Common | SOLE |
| 45687V106 | IR | Ingersoll Rand Inc. | $5.0M | 4.96% | 52,709 | Common | SOLE |
| 03076C106 | AMP | Ameriprise Financial, Inc. | $4.4M | 4.36% | 10,036 | Common | SOLE |
| 038222105 | AMAT | Applied Materials, Inc. | $4.2M | 4.21% | 20,593 | Common | SOLE |
| 46090E103 | QQQ | Invesco QQQ ETF | $4.2M | 4.20% | 9,546 | Common | SOLE |
| 48251W104 | KKR | KKR & Co Inc. | $4.2M | 4.18% | 41,920 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF Trust | $4.2M | 4.18% | 8,053 | Common | SOLE |
| 149123101 | CAT | Caterpillar Inc. | $4.1M | 4.08% | 11,234 | Common | SOLE |
| 09260D107 | BX | Blackstone Group LP | $4.0M | 4.02% | 30,819 | Common | SOLE |
| 46434G822 | EWJ | iShares MSCI Japan ETF | $4.0M | 3.95% | 55,842 | Common | SOLE |
| 43300A203 | HLT | Hilton Worldwide Holdings Inc. | $3.4M | 3.38% | 16,000 | Common | SOLE |
| 040413106 | ANETEUR | Artista Networks Inc. | $3.4M | 3.36% | 11,680 | Common | SOLE |
| 911363109 | URI | United Rentals, Inc. | $3.3M | 3.27% | 4,573 | Common | SOLE |
| 03073E105 | COR | Cencora, Inc. | $3.3M | 3.24% | 13,437 | Common | SOLE |
| 023135106 | AMZN | Amazon.com, Inc. | $3.1M | 3.12% | 17,420 | Common | SOLE |
| 127387108 | CDNS | Cadence Design Systems Inc. | $3.1M | 3.08% | 9,963 | Common | SOLE |
| 22160K105 | COST | Costco Wholesale Corp. | $3.0M | 2.97% | 4,085 | Common | SOLE |
| 92826C839 | V | Visa Inc. | $3.0M | 2.95% | 10,668 | Common | SOLE |
| 58155Q103 | MCK | McKesson Corp. | $2.8M | 2.80% | 5,260 | Common | SOLE |
| 92532F100 | VRTX | Vertex Pharmaceuticals Incorporated | $2.8M | 2.77% | 6,675 | Common | SOLE |
| 30303M102 | META | Meta Platforms, Inc. | $2.7M | 2.72% | 5,650 | Common | SOLE |
| 12503M108 | CBOE | Cboe Global Markets, Inc. | $2.7M | 2.63% | 14,426 | Common | SOLE |
| 46429B598 | INDA | iShares MSCI India ETF | $2.1M | 2.10% | 40,982 | Common | SOLE |
| 464286822 | EWW | iShares MSCI Mexico ETF | $2.0M | 2.02% | 29,398 | Common | SOLE |
| 92189F817 | VNM | VanEck Vectors Vietnam ETF | $786,671 | 0.78% | 56,595 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.