Marvin & Palmer Associates Inc Top Holdings and 13F Report (2021) About Marvin & Palmer Associates IncInvestment ActivityMarvin & Palmer Associates Inc has $130.91 million in total holdings as of September 30, 2021.Marvin & Palmer Associates Inc owns shares of 27 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 47.30% of the portfolio was purchased this quarter.About 42.83% of the portfolio was sold this quarter.This quarter, Marvin & Palmer Associates Inc has purchased 32 new stocks and bought additional shares in 6 stocks.Marvin & Palmer Associates Inc sold shares of 10 stocks and completely divested from 15 stocks this quarter.Largest Holdings Amazon.com $8,305,667The Goldman Sachs Group $7,553,430Ameriprise Financial $7,320,380KKR & Co. Inc. $7,303,352Interactive Brokers Group $7,280,747 Largest New Holdings this Quarter Amazon.com $8,305,667 HoldingAmeriprise Financial $7,320,380 HoldingBlackstone $7,015,942 HoldingMorgan Stanley $6,836,276 HoldingOracle $6,166,513 Holding Largest Purchases this Quarter Amazon.com 37,858 shares (about $8.31M)Ameriprise Financial 13,749 shares (about $7.32M)Blackstone 40,691 shares (about $7.02M)Morgan Stanley 54,377 shares (about $6.84M)Oracle 37,005 shares (about $6.17M) Largest Sales this Quarter United Rentals 4,101 shares (about $2.89M)KKR & Co. Inc. 10,548 shares (about $1.56M)Interactive Brokers Group 7,643 shares (about $1.35M)The Goldman Sachs Group 1,181 shares (about $676.26K)Hilton Worldwide 1,527 shares (about $377.41K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMarvin & Palmer Associates Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$8,305,667$8,305,667 ▲New Holding37,8586.3%Retail/WholesaleGSThe Goldman Sachs Group$7,553,430$676,264 ▼-8.2%13,1915.8%FinanceAMPAmeriprise Financial$7,320,380$7,320,380 ▲New Holding13,7495.6%FinanceKKRKKR & Co. Inc.$7,303,352$1,560,155 ▼-17.6%49,3775.6%FinanceIBKRInteractive Brokers Group$7,280,747$1,350,289 ▼-15.6%41,2115.6%FinanceBXBlackstone$7,015,942$7,015,942 ▲New Holding40,6915.4%FinanceMSMorgan Stanley$6,836,276$6,836,276 ▲New Holding54,3775.2%FinancePHParker-Hannifin$6,587,363$701,541 ▲11.9%10,3575.0%Industrial ProductsORCLOracle$6,166,513$6,166,513 ▲New Holding37,0054.7%Computer and TechnologyNVDANVIDIA$6,166,194$21,755 ▼-0.4%45,9174.7%Computer and TechnologyISRGIntuitive Surgical$6,117,371$26,098 ▼-0.4%11,7204.7%MedicalAAPLApple$6,058,661$2,821,231 ▲87.1%24,1944.6%Computer and TechnologyTMUST-Mobile US$4,957,817$1,789,900 ▲56.5%22,4613.8%Computer and TechnologyTTTrane Technologies$4,807,829$1,772,511 ▲58.4%13,0173.7%ConstructionQQQInvesco QQQ$4,764,664$4,764,664 ▲New Holding9,3203.6%FinanceHLTHilton Worldwide$3,362,859$377,413 ▼-10.1%13,6062.6%Consumer DiscretionaryCOSTCostco Wholesale$3,339,804$33,902 ▼-1.0%3,6452.6%Retail/WholesaleNOWServiceNow$3,213,224$3,213,224 ▲New Holding3,0312.5%Computer and TechnologyMETAMeta Platforms$3,184,589$39,229 ▼-1.2%5,4392.4%Computer and TechnologyJPMJPMorgan Chase & Co.$3,068,048$22,772 ▼-0.7%12,7992.3%FinanceURIUnited Rentals$2,911,451$2,888,909 ▼-49.8%4,1332.2%ConstructionLOWLowe's Companies$2,902,121$2,902,121 ▲New Holding11,7592.2%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$2,888,201$2,585,172 ▲853.1%59,7602.2%ETFMRVLMarvell Technology$2,662,287$2,662,287 ▲New Holding24,1042.0%Computer and TechnologyGGALGrupo Financiero Galicia$2,453,538$1,126,122 ▲84.8%39,3701.9%FinanceLITELumentum$1,930,011$1,930,011 ▲New Holding22,9901.5%Computer and TechnologySESEA$1,749,5890.0%16,4901.3%Computer and TechnologyXBISPDR S&P Biotech ETF$0$7,584,777 ▼-100.0%00.0%ETFSPYSPDR S&P 500 ETF Trust$0$6,721,598 ▼-100.0%00.0%FinanceCSLCarlisle Companies$0$6,056,334 ▼-100.0%00.0%Multi-Sector ConglomeratesIJRiShares Core S&P Small-Cap ETF$0$3,819,329 ▼-100.0%00.0%ETFICEIntercontinental Exchange$0$3,153,845 ▼-100.0%00.0%FinanceABBVAbbVie$0$3,129,663 ▼-100.0%00.0%MedicalBROBrown & Brown$0$3,127,062 ▼-100.0%00.0%FinanceVRTXVertex Pharmaceuticals$0$3,007,672 ▼-100.0%00.0%MedicalVTVVanguard Value ETF$0$2,969,436 ▼-100.0%00.0%ETFGOOGLAlphabet$0$2,758,749 ▼-100.0%00.0%Computer and TechnologyFXIiShares China Large-Cap ETF$0$2,590,388 ▼-100.0%00.0%ETFINDAiShares MSCI India ETF$0$2,071,260 ▼-100.0%00.0%ETFEWJiShares MSCI Japan ETF$0$1,898,672 ▼-100.0%00.0%ETFEWSiShares MSCI Singapore ETF$0$108,535 ▼-100.0%00.0%ETFEWMiShares MSCI Malaysia ETF$0$73,441 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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