MARVIN & PALMER ASSOCIATES INC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationwilmington, DE
- CIK0000860645
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
23 | $66.96M | ORLY, CAH, CSCO, PH | 13F-HR | May 7, 2025 | 000089843225000317 | ||
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 |