MARVIN & PALMER ASSOCIATES INC

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$119M
Signature - Title
Stephen D. Marvin - President - Principal
Location
Wilmington, DE
Summary
This page shows a list of all the recent 13F filings made by MARVIN & PALMER ASSOCIATES INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MARVIN & PALMER ASSOCIATES INC reported 32 stock holdings with total value $119M as of Q3 2024. Top holdings included KKR, XBI, GS, IBKR, and SPY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 32 $119M +$55.8M -$31.1M +$24.7M KKR, XBI, GS, IBKR, SPY 13F-HR 11/13/2024, 11:44 AM
Q2 2024 28 $78.1M +$25.7M -$20.3M +$5.4M ETN, NVDA, IBKR, PH, GS 13F-HR 8/13/2024, 04:07 PM
Q1 2024 28 $101M +$14.9M -$17.2M -$2.33M ETN, NVDA, PH, MSFT, IR 13F-HR 5/13/2024, 03:39 PM
Q4 2023 32 $89.6M +$40M -$121M -$80.8M MSFT, ETN, IR, PH, QQQ 13F-HR 2/12/2024, 06:43 PM
Q3 2023 25 $154M +$47.1M -$111M -$64.2M GOOGL, AMAT, COR, NVDA, WMT 13F-HR 11/13/2023, 01:48 PM
Q2 2023 31 $222M +$116M -$106M +$10.6M AMAT, COR, GOOGL, BOTZ, ODFL 13F-HR 8/10/2023, 07:17 PM
Q1 2023 25 $199M +$77.6M -$74.3M +$3.35M VRTX, AZO, DE, AMP, AMAT 13F-HR 5/12/2023, 11:05 AM
Q4 2022 27 $190M +$40.4M -$27.6M +$12.8M VRTX, COR, AZO, AMP, SCHW 13F-HR 2/14/2023, 11:09 AM
Q3 2022 25 $163M +$85.4M -$112M -$26.5M VRTX, LNG, UNH, AZO, AJG 13F-HR 11/14/2022, 09:27 AM
Q2 2022 27 $194M +$57.2M -$58.9M -$1.67M VRTX, UNH, LLY, MRK, COR 13F-HR 8/9/2022, 09:53 AM
Q1 2022 29 $222M +$135M -$141M -$5.71M AMP, COP, FTNT, VRTX, PANW 13F-HR 5/11/2022, 12:38 PM
Q4 2021 25 $234M +$55.7M -$78.8M -$23.2M AMAT, LRCX, FTNT, AMP, BX 13F-HR 2/10/2022, 10:32 AM
Q3 2021 26 $247M +$60.7M -$63.4M -$2.77M FTNT, MS, AMAT, GS, AMP 13F-HR 11/12/2021, 08:19 AM
Q2 2021 28 $242M +$92.7M -$88.7M +$3.95M AMAT, GS, LRCX, MS, FTNT 13F-HR 8/12/2021, 11:20 AM
Q1 2021 27 $225M +$95.3M -$136M -$40.7M AMAT, LRCX, GS, MS, AMP 13F-HR 6/24/2021, 05:13 PM
Q4 2020 28 $251M +$84.9M -$53.5M +$31.3M AAPL, AMAT, TMO, LRCX, MS 13F-HR 2/12/2021, 02:39 PM
Q3 2020 30 $190M +$46.5M -$31M +$15.5M AAPL, TMO, ADBE, MSFT, LRCX 13F-HR 11/12/2020, 07:19 AM
Q2 2020 31 $166M +$56.6M -$19.9M +$36.7M AAPL, TMO, MSFT, ADBE, LRCX 13F-HR 8/12/2020, 05:43 PM
Q1 2020 28 $105M +$28.3M -$72M -$43.6M TMO, MSFT, BX, AAPL, ADBE 13F-HR 5/12/2020, 01:27 PM
Q4 2019 27 $170M +$40.8M -$36.3M +$4.48M MSFT, LRCX, AAPL, TXN, BX 13F-HR 2/11/2020, 09:35 AM
Q3 2019 25 $152M +$35.9M -$33.8M +$2.05M TXN, MSFT, TMO, BX, VEEV 13F-HR 11/14/2019, 04:41 PM
Q2 2019 26 $151M +$45.4M -$33.2M +$12.2M MSFT, PYPL, TMO, VEEV, V 13F-HR 8/19/2019, 04:33 PM
Q1 2019 27 $128M +$31.8M -$31.4M +$424K XLV, PYPL, MSFT, TMO, V 13F-HR 5/13/2019, 05:16 PM
Q4 2018 27 $116M +$37.8M -$43.5M -$5.73M XLV, CME, PYPL, MSFT, TMO 13F-HR 2/12/2019, 02:03 PM
Q3 2018 26 $132M +$55.9M -$29.8M +$26.1M XLV, IJR, PYPL, XBI, CME 13F-HR 11/13/2018, 03:41 PM
Q2 2018 23 $102M +$19.5M -$28.2M -$8.65M IJR, PYPL, CME, BLK, TXN 13F-HR 8/9/2018, 12:10 PM
Q1 2018 29 $109M +$22.5M -$11.7M +$10.8M BLK, CME, SCHW, TXN, ALGN Restatement 5/17/2018, 12:53 PM
Q4 2017 43 $96.5M +$25.7M -$17.3M +$8.35M TXN, CME, SCHW, PH, BLK 13F-HR 2/13/2018, 04:18 PM
Q3 2017 39 $81.4M +$21M -$79.8M -$58.7M LRCX, CME, TXN, SCHW, PH 13F-HR 11/9/2017, 03:28 PM
Q2 2017 32 $132M +$22.1M -$34.8M -$12.7M CME, SCHW, BX, META, LRCX 13F-HR 8/9/2017, 03:52 PM
Q1 2017 35 $138M +$41.4M -$29.5M +$11.9M OCLR, TXN, LITE, LRCX, SCHW 13F-HR 5/11/2017, 05:06 PM
Q4 2016 34 $117M +$45.8M -$54M -$8.27M FN, LITE, ACIA, OCLR, TXN 13F-HR 2/10/2017, 03:22 PM
Q3 2016 38 $128M +$57.4M -$17.4M +$40M FN, LITE, META, OCLR, NPTN 13F-HR 11/16/2016, 11:26 AM
Q2 2016 35 $73.8M +$18.1M -$32.8M -$14.7M FN, ACIA, META, OCLR, LITE 13F-HR 8/10/2016, 02:12 PM
Q1 2016 48 $85.8M +$23.3M -$34.5M -$11.1M FN, META, GOOGL, HD, RTN 13F-HR 5/10/2016, 06:16 PM
Q4 2015 50 $97.6M +$20.7M -$11.3M +$9.43M JD, FN, META, AAPL, GS Restatement 2/16/2016, 12:47 PM
Q3 2015 49 $83.7M +$11.1M -$22.6M -$11.5M AAPL, JD, META, GS, MS 13F-HR 11/18/2015, 07:30 PM
Q2 2015 50 $106M +$18.3M -$29.8M -$11.5M JD, AAPL, BX, GS, META 13F-HR 8/11/2015, 06:40 PM
Q1 2015 59 $115M +$30.6M -$16.3M +$14.3M AAPL, BX, JD, BIDU, UNP 13F-HR 5/29/2015, 05:24 PM
Q4 2014 58 $98.4M +$18.3M -$21.5M -$3.21M BIDU, AAPL, UNP, BX, CMI 13F-HR 2/13/2015, 11:28 AM
Q3 2014 61 $98.3M +$27.4M -$45.6M -$18.2M BIDU, AAPL, UNP, BIIB, CMI 13F-HR 11/13/2014, 04:29 PM
Q2 2014 68 $115M +$52.3M -$44.3M +$7.91M AAPL, BIDU, UNP, DOW, CMI 13F-HR 8/8/2014, 10:18 AM
Q1 2014 63 $114M +$25.2M -$77.1M -$51.9M BX, GOOGL, AMZN, UNP, DOW 13F-HR 5/9/2014, 10:01 AM
Q4 2013 63 $166M $0 $0 YOKU, AMZN, BX, BIIB, GOOGL 13F-HR 2/14/2014, 12:24 PM