Latest MARVIN & PALMER ASSOCIATES INC Stock Portfolio
MARVIN & PALMER ASSOCIATES INC Performance:
2025 Q2: 3.51%YTD: -0.57%2024: 27.69%
Performance for 2025 Q2 is 3.51%, and YTD is -0.57%, and 2024 is 27.69%.
About MARVIN & PALMER ASSOCIATES INC and 13F Hedge Fund Stock Holdings
MARVIN & PALMER ASSOCIATES INC is a hedge fund based in WILMINGTON, DE. On 31-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $281.6 Millions. In it's latest 13F Holdings report, MARVIN & PALMER ASSOCIATES INC reported an equity portfolio of $116.6 Millions as of 30 Jun, 2025.
The top stock holdings of MARVIN & PALMER ASSOCIATES INC are QQQ, ORCL, CSCO. The fund has invested 9.1% of it's portfolio in INVESCO QQQ TRUST SERIES 1 and 5.7% of portfolio in ORACLE CORP.
The fund managers got completely rid off T-MOBILE US INC (TMUS), VISA INC (V) and ARTHUR J GALLAGHER & CO (AJG) stocks. They significantly reduced their stock positions in ISHARES MSCI UAE ETF (ACWF), PARKER-HANNIFIN CORP (PH) and CARDINAL HEALTH INC (CAH). MARVIN & PALMER ASSOCIATES INC opened new stock positions in INVESCO QQQ TRUST SERIES 1 (QQQ), ORACLE CORP (ORCL) and INTERACTIVE BROKERS GROUP INC (IBKR). The fund showed a lot of confidence in some stocks as they added substantially to O'REILLY AUTOMOTIVE INC (ORLY), NVIDIA CORP (NVDA) and INTERNATIONAL BUSINESS MACHINE (IBM).
The top stock holdings of MARVIN & PALMER ASSOCIATES INC are QQQ, ORCL, CSCO. The fund has invested 9.1% of it's portfolio in INVESCO QQQ TRUST SERIES 1 and 5.7% of portfolio in ORACLE CORP.
The fund managers got completely rid off T-MOBILE US INC (TMUS), VISA INC (V) and ARTHUR J GALLAGHER & CO (AJG) stocks. They significantly reduced their stock positions in ISHARES MSCI UAE ETF (ACWF), PARKER-HANNIFIN CORP (PH) and CARDINAL HEALTH INC (CAH). MARVIN & PALMER ASSOCIATES INC opened new stock positions in INVESCO QQQ TRUST SERIES 1 (QQQ), ORACLE CORP (ORCL) and INTERACTIVE BROKERS GROUP INC (IBKR). The fund showed a lot of confidence in some stocks as they added substantially to O'REILLY AUTOMOTIVE INC (ORLY), NVIDIA CORP (NVDA) and INTERNATIONAL BUSINESS MACHINE (IBM).
MARVIN & PALMER ASSOCIATES INC Annual Return Estimates Vs S&P 500
Our best estimate is that MARVIN & PALMER ASSOCIATES INC made a return of 3.51% in the last quarter. In trailing 12 months, it's portfolio return was 7.68%.
New Buys
| Ticker | $ Bought |
|---|---|
| invesco qqq trust series 1 | 10,591,500 |
| oracle corp | 6,699,260 |
| interactive brokers group inc | 5,005,740 |
| ishares msci germany etf | 4,406,840 |
| crowdstrike holdings inc | 3,643,090 |
| amphenol corp | 3,132,940 |
| broadcom inc | 3,128,630 |
| netflix inc | 3,121,510 |
New stocks bought by MARVIN & PALMER ASSOCIATES INC
Additions
| Ticker | % Inc. |
|---|---|
| o'reilly automotive inc | 1,270 |
| nvidia corp | 96.57 |
| international business machine | 88.45 |
| cisco systems inc | 84.22 |
| rtx corp | 61.14 |
| ishares msci poland etf | 42.91 |
| morgan stanley | 41.06 |
| jpmorgan chase & co | 38.07 |
Additions to existing portfolio by MARVIN & PALMER ASSOCIATES INC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares msci uae etf | -38.07 |
| parker-hannifin corp | -24.59 |
| cardinal health inc | -10.97 |
| costco wholesale corp | -8.65 |
| charles schwab corp/the | -1.51 |
MARVIN & PALMER ASSOCIATES INC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| amazon.com inc | -2,823,080 |
| apple inc | -2,841,930 |
| t-mobile us inc | -3,216,790 |
| arthur j gallagher & co | -3,129,950 |
| visa inc | -3,142,220 |
| ameriprise financial inc | -3,090,560 |
| intuitive surgical inc | -2,795,300 |
| meta platforms inc | -2,904,280 |
MARVIN & PALMER ASSOCIATES INC got rid off the above stocks
Sector Distribution
MARVIN & PALMER ASSOCIATES INC has about 31.1% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 31.1 |
| Financial Services | 20.2 |
| Others | 20.1 |
| Industrials | 9.4 |
| Consumer Cyclical | 5.4 |
| Healthcare | 3 |
| Utilities | 2.9 |
| Communication Services | 2.7 |
| Real Estate | 2.6 |
| Consumer Defensive | 2.6 |
Market Cap. Distribution
MARVIN & PALMER ASSOCIATES INC has about 77% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 53.3 |
| MEGA-CAP | 23.7 |
| UNALLOCATED | 20.1 |
| SMALL-CAP | 2.9 |
Stocks belong to which Index?
About 72.5% of the stocks held by MARVIN & PALMER ASSOCIATES INC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 69.6 |
| Others | 27.5 |
| RUSSELL 2000 | 2.9 |
MARVIN & PALMER ASSOCIATES INC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of MARVIN & PALMER ASSOCIATES INC
MARVIN & PALMER ASSOCIATES INC has 32 stocks in it's portfolio. About 53.3% of the portfolio is in top 10 stocks. ORLY proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for MARVIN & PALMER ASSOCIATES INC last quarter.
Last Reported on: 12 Aug, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACWF | ishares msci uae etf | 0.82 | 50,950 | 953,784 | reduced | -38.07 | ||
| ACWV | ishares msci germany etf | 3.78 | 104,156 | 4,406,840 | new | |||
| ACWV | ishares msci spain etf | 0.10 | 2,540 | 111,836 | new | |||
| AFK | vaneck vietnam etf | 0.06 | 5,430 | 74,663 | new | |||
| AJG | arthur j gallagher & co | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMP | ameriprise financial inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMPS | ishares msci poland etf | 2.87 | 103,580 | 3,341,490 | added | 42.91 | ||
| AMZN | amazon.com inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| APH | amphenol corp | 2.69 | 31,726 | 3,132,940 | new | |||
| AVGO | broadcom inc | 2.68 | 11,350 | 3,128,630 | new | |||
| CAH | cardinal health inc | 3.02 | 20,973 | 3,523,460 | reduced | -10.97 | ||
| COST | costco wholesale corp | 2.62 | 3,083 | 3,051,980 | reduced | -8.65 | ||
| CRWD | crowdstrike holdings inc | 3.12 | 7,153 | 3,643,090 | new | |||
| CSCO | cisco systems inc | 5.72 | 96,203 | 6,674,560 | added | 84.22 | ||
| EBAY | ebay inc | 2.91 | 45,517 | 3,389,200 | added | 4.22 | ||
| EMGF | ishares msci japan etf | 1.64 | 25,500 | 1,911,740 | new | |||
| EMGF | ishares msci singapore etf | 0.09 | 4,240 | 110,155 | new | |||
| GS | goldman sachs group inc/the | 4.30 | 7,086 | 5,015,120 | added | 26.27 | ||
| IBKR | interactive brokers group inc | 4.29 | 90,340 | 5,005,740 | new | |||