Q4 2024 · 13F-HR
MARVIN & PALMER ASSOCIATES INCholdings as filed
Filed 2025-02-07 · accession 0000898432-25-000095
$130.9M
Reported value
27
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON.COM INC | $8.3M | 6.34% | 37,858 | Common | SOLE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $7.6M | 5.77% | 13,191 | Common | SOLE |
| 03076C106 | AMP | AMERIPRISE FINANCIAL INC | $7.3M | 5.59% | 13,749 | Common | SOLE |
| 48251W104 | KKR | KKR & CO INC | $7.3M | 5.58% | 49,377 | Common | SOLE |
| 45841N107 | IBKR | INTERACTIVE BROKERS GROUP INC | $7.3M | 5.56% | 41,211 | Common | SOLE |
| 09260D107 | BX | BLACKSTONE INC | $7.0M | 5.36% | 40,691 | Common | SOLE |
| 617446448 | MS | MORGAN STANLEY | $6.8M | 5.22% | 54,377 | Common | SOLE |
| 701094104 | PH | PARKER-HANNIFIN CORP | $6.6M | 5.03% | 10,357 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $6.2M | 4.71% | 37,005 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORP | $6.2M | 4.71% | 45,917 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $6.1M | 4.67% | 11,720 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $6.1M | 4.63% | 24,194 | Common | SOLE |
| 872590104 | TMUS | T-MOBILE US INC | $5.0M | 3.79% | 22,461 | Common | SOLE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $4.8M | 3.67% | 13,017 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TRUST SERIES 1 | $4.8M | 3.64% | 9,320 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HOLDINGS INC | $3.4M | 2.57% | 13,606 | Common | SOLE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $3.3M | 2.55% | 3,645 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $3.2M | 2.45% | 3,031 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $3.2M | 2.43% | 5,439 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $3.1M | 2.34% | 12,799 | Common | SOLE |
| 911363109 | URI | UNITED RENTALS INC | $2.9M | 2.22% | 4,133 | Common | SOLE |
| 548661107 | LOW | LOWE'S COS INC | $2.9M | 2.22% | 11,759 | Common | SOLE |
| 81369Y605 | XLF | SELECT SECTOR SPDR TR | $2.9M | 2.21% | 59,760 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $2.7M | 2.03% | 24,104 | Common | SOLE |
| 399909100 | GGAL | GRUPO FINANCIERO GALICIA SA | $2.5M | 1.87% | 39,370 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HOLDINGS INC | $1.9M | 1.47% | 22,990 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $1.7M | 1.34% | 16,490 | 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.