Q2 2024 · 13F-HR
MARVIN & PALMER ASSOCIATES INCholdings as filed
Filed 2024-08-13 · accession 0000898432-24-000706
$97.7M
Reported value
28
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G29183103 | ETN | Eaton Corporation plc | $5.3M | 5.45% | 16,966 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA Corporation | $5.2M | 5.33% | 50,882 | Common | SOLE |
| 45841N107 | IBKR | Interactive Brokers Group Inc. | $5.1M | 5.23% | 41,650 | Common | SOLE |
| 701094104 | PH | Parker-Hannifin Corporation | $5.1M | 5.19% | 8,728 | Common | SOLE |
| 594918104 | MSFT | Microsoft Corporation | $5.1M | 5.18% | 7,308 | Common | SOLE |
| 38141G104 | GS | Goldman Sachs Group Inc. | $4.7M | 4.81% | 10,379 | Common | SOLE |
| 45687V106 | IR | Ingersoll Rand Inc. | $4.7M | 4.79% | 51,550 | Common | SOLE |
| 142339100 | CSL | Carlisle Companies Inc | $4.5M | 4.60% | 11,082 | Common | SOLE |
| 03076C106 | AMP | Ameriprise Financial, Inc. | $4.3M | 4.39% | 10,042 | Common | SOLE |
| 46090E103 | QQQ | Invesco QQQ ETF | $4.2M | 4.34% | 3,795 | Common | SOLE |
| 48251W104 | KKR | KKR & Co Inc. | $4.2M | 4.32% | 41,939 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF Trust | $4.2M | 4.31% | 6,395 | Common | SOLE |
| 46434G822 | EWJ | iShares Inc | $4.0M | 4.08% | 21,081 | Common | SOLE |
| 43300A203 | HLT | Hilton Worldwide Holdings Inc. | $3.5M | 3.58% | 16,009 | Common | SOLE |
| 22160K105 | COST | Costco Wholesale Corp. | $3.4M | 3.51% | 4,037 | Common | SOLE |
| 023135106 | AMZN | Amazon.com, Inc. | $3.4M | 3.45% | 17,436 | Common | SOLE |
| 911363109 | URI | United Rentals, Inc. | $3.3M | 3.38% | 4,555 | Common | SOLE |
| 02079K305 | GOOGL | Alphabet Inc. | $3.1M | 3.19% | 17,100 | Common | SOLE |
| 127387108 | CDNS | Cadence Design Systems Inc. | $3.1M | 3.14% | 9,970 | Common | SOLE |
| 808513105 | SCHW | Charles Schwab Corporation | $3.0M | 3.03% | 40,210 | Common | SOLE |
| 58155Q103 | MCK | McKesson Corp. | $2.8M | 2.89% | 5,265 | Common | SOLE |
| 92532F100 | VRTX | Vertex Pharmaceuticals Incorporated | $2.8M | 2.86% | 6,682 | Common | SOLE |
| 30303M102 | META | Meta Platforms, Inc. | $2.7M | 2.81% | 5,655 | Common | SOLE |
| 149123101 | CAT | Caterpillar Inc. | $2.4M | 2.45% | 7,185 | Common | SOLE |
| 46429B598 | INDA | iShares TR | $2.1M | 2.16% | 27,092 | Common | SOLE |
| 92189F817 | VNM | VanEck Vectors Vietnam ETF | $786,671 | 0.81% | 56,595 | Common | SOLE |
| 81141R100 | SE | Sea Limited | $699,202 | 0.72% | 9,790 | Common | SOLE |
| 038222105 | AMAT | Applied Materials, Inc. | $5,065 | 0.01% | 21,461 | 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.