MARVIN & PALMER ASSOCIATES INC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    wilmington, DE
  • CIK
    0000860645
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

27

$130.91M
AMZN, GS, AMP, KKR
13F-HR
Feb 7, 2025
000089843225000095

32

$119.24M
KKR, KRE, GS, IBKR
13F-HR
Nov 13, 2024
000089843224000912

28

$97.66M
EATON CORP PLC, NVDA, IBKR, PH
13F-HR
Aug 13, 2024
000089843224000706

28

$100.83M
EATON CORP PLC, NVDA, PH, MSFT
13F-HR
May 13, 2024
000089843224000399

32

$89.59M
MSFT, EATON CORP PLC, IR, PH
13F-HR
Feb 13, 2024
000089843224000124

25

$154.19M
GOOGL, AMAT, ABG, NVDA
13F-HR
Nov 13, 2023
000089843223000777

31

$221.86M
AMAT, ABG, GOOGL, BOTZ
13F-HR
Aug 11, 2023
000089843223000590

25

$198.52M
VRTX, AZO, DE, AMP
13F-HR
May 12, 2023
000089843223000294

27

$190.05M
VRTX, ABG, AZO, AMP
13F-HR
Feb 14, 2023
000089843223000090

25

$162.98M
VRTX, LNG, UNH, AZO
13F-HR
Nov 14, 2022
000156761922019724

27

$194.39M
VRTX, UNH, LLY, MRK
13F-HR
Aug 9, 2022
000156761922015210

29

$222.04M
AMP, COP, FTNT, VRTX
13F-HR
May 11, 2022
000156761922010022

25

$233.75M
AMAT, LRCX, FTNT, AMP
13F-HR
Feb 10, 2022
000156761922003143

26

$246.61M
FTNT, MORGAN STANLEY, AMAT, GS
13F-HR
Nov 12, 2021
000156761921019785

28

$244.55M
AMAT, GS, LRCX, MORGAN STANLEY
13F-HR
Aug 12, 2021
000156761921015163

27

$224.91M
AMAT, LRCX, GS, MORGAN STANLEY
13F-HR
Jun 24, 2021
000156761921012585

28

$250.56M
AAPL, AMAT, THERMO FISHER SCIENTIFIC INC, LRCX
13F-HR
Feb 12, 2021
000156761921003388

30

$189.56M
AAPL, THERMO FISHER SCIENTIFIC INC, ADBE, MSFT
13F-HR
Nov 12, 2020
000156761920019126

31

$165.75M
AAPL, THERMO FISHER SCIENTIFIC INC, MSFT, ADBE
13F-HR
Aug 13, 2020
000156761920014943

28

$104.61M
THERMO FISHER SCIENTIFIC INC, MSFT, BX, AAPL
13F-HR
May 12, 2020
000156761920009569

27

$169.65M
MSFT, LRCX, AAPL, TEXAS INSTRS INC
13F-HR
Feb 11, 2020
000156761920002645

25

$152.04M
TEXAS INSTRS INC, MSFT, THERMO FISHER SCIENTIFIC INC, BX
13F-HR
Nov 14, 2019
000156761919021602

26

$150.85M
MSFT, PYPL, THERMO FISHER SCIENTIFIC INC, VEEV
13F-HR
Aug 19, 2019
000156761919017285

27

$128.37M
XLV, PYPL, MSFT, THERMO FISHER SCIENTIFIC INC
13F-HR
May 13, 2019
000156761919010626

27

$116.08M
XLV, CME, PYPL, MSFT
13F-HR
Feb 12, 2019
000156761919003182

26

$131.92M
XLV, IJR, PYPL, KRE
13F-HR
Nov 13, 2018
000156761918005786

23

$101.64M
IJR, PYPL, CME, BLK
13F-HR
Aug 9, 2018
000156761918000191

29

$109.23M
BLK, CME, SCHW, TEXAS INSTRS INC
RESTATEMENT
May 17, 2018
000114036118024349

43

$96.47M
TEXAS INSTRS INC, CME, SCHW, PH
13F-HR
Feb 13, 2018
000114036118007119

39

$81.42M
LRCX, CME, TEXAS INSTRS INC, SCHW
13F-HR
Nov 9, 2017
000114036117041786

32

$131.91M
CME, SCHW, BX, META
13F-HR
Aug 9, 2017
000114036117030811

35

$137.59M
OCLR, TEXAS INSTRS INC, LITE, LRCX
13F-HR
May 11, 2017
000114036117019810

34

$117.23M
FABRINET, LITE, ACIA, OCLR
13F-HR
Feb 10, 2017
000114036117005749

38

$127.54M
FABRINET, LITE, META, OCLR
13F-HR
Nov 16, 2016
000114036116086912

35

$73.75M
FABRINET, ACIA, META, OCLR
13F-HR
Aug 10, 2016
000114036116075620

48

$85.83M
FABRINET, META, GOOGL, HD
13F-HR
May 11, 2016
000114036116064392

50

$97.60M
JD, FABRINET, META, AAPL
RESTATEMENT
Feb 16, 2016
000114036116052826

49

$83.72M
AAPL, JD, META, GS
13F-HR
Nov 19, 2015
000114036115042235

50

$105.66M
JD, AAPL, BX, GS
13F-HR
Aug 12, 2015
000114036115031115

59

$115.45M
AAPL, BX, JD, BIDU
13F-HR
May 29, 2015
000114036115022432

58

$98.41M
BIDU, AAPL, UNP, BX
13F-HR
Feb 13, 2015
000114036115006297

61

$98.26M
BIDU, AAPL, UNP, BIIB
13F-HR
Nov 13, 2014
000114036114041595

68

$115.12M
AAPL, BIDU, UNP, 1697067D
13F-HR
Aug 8, 2014
000114036114031399

63

$114.06M
BX, GOOGL, AMZN, UNP
13F-HR
May 9, 2014
000114036114019727

64

$166.57M
YOKU, AMZN, BX, BIIB
13F-HR
Feb 14, 2014
000114036114007498
Marvin & Palmer Associates Inc 13F Filings