Filed: 2/7/2025ACC: 0000898432-25-000095
📋 What this filing means
MARVIN & PALMER ASSOCIATES INC filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $130.91M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$130.91M
Total AUM (reported)
641.57K
Total Shares
Allocation by class
COM$94.01M71.8%
COM CL A$7.28M5.6%
CL A$6.84M5.2%
COM NEW$6.12M4.7%
SHS$4.81M3.7%
ETF$4.76M3.6%
SPONSORED ADR$4.20M3.2%
Portfolio Concentration
Top 3$23.18M17.7%
4–10$47.36M36.2%
11–25$56.69M43.3%
Rest$3.68M2.8%
Top 3 weight
17.7%
Top 10 weight
53.9%
Voting Authority Distribution
Total shares with voting rights: 641.57K
Sole
Full voting authority
641.57K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole27
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings27
Rows:
AMAZON.COM INC
SOLEShares37.86K
TypeSH
Market value$8.31M
6.34%
Sole
37.86K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares13.19K
TypeSH
Market value$7.55M
5.77%
Sole
13.19K
Shared
0.00
None
0.00
AMERIPRISE FINANCIAL INC
SOLEShares13.75K
TypeSH
Market value$7.32M
5.59%
Sole
13.75K
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares49.38K
TypeSH
Market value$7.30M
5.58%
Sole
49.38K
Shared
0.00
None
0.00
INTERACTIVE BROKERS GROUP INC
SOLEShares41.21K
TypeSH
Market value$7.28M
5.56%
Sole
41.21K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares40.69K
TypeSH
Market value$7.02M
5.36%
Sole
40.69K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares54.38K
TypeSH
Market value$6.84M
5.22%
Sole
54.38K
Shared
0.00
None
0.00
PARKER-HANNIFIN CORP
SOLEShares10.36K
TypeSH
Market value$6.59M
5.03%
Sole
10.36K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares37.01K
TypeSH
Market value$6.17M
4.71%
Sole
37.01K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares45.92K
TypeSH
Market value$6.17M
4.71%
Sole
45.92K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares11.72K
TypeSH
Market value$6.12M
4.67%
Sole
11.72K
Shared
0.00
None
0.00
APPLE INC
SOLEShares24.19K
TypeSH
Market value$6.06M
4.63%
Sole
24.19K
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares22.46K
TypeSH
Market value$4.96M
3.79%
Sole
22.46K
Shared
0.00
None
0.00
TRANE TECHNOLOGIES PLC
SOLEShares13.02K
TypeSH
Market value$4.81M
3.67%
Sole
13.02K
Shared
0.00
None
0.00
INVESCO QQQ TRUST SERIES 1
SOLEShares9.32K
TypeSH
Market value$4.76M
3.64%
Sole
9.32K
Shared
0.00
None
0.00
HILTON WORLDWIDE HOLDINGS INC
SOLEShares13.61K
TypeSH
Market value$3.36M
2.57%
Sole
13.61K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares3.65K
TypeSH
Market value$3.34M
2.55%
Sole
3.65K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares3.03K
TypeSH
Market value$3.21M
2.45%
Sole
3.03K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares5.44K
TypeSH
Market value$3.18M
2.43%
Sole
5.44K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares12.80K
TypeSH
Market value$3.07M
2.34%
Sole
12.80K
Shared
0.00
None
0.00
UNITED RENTALS INC
SOLEShares4.13K
TypeSH
Market value$2.91M
2.22%
Sole
4.13K
Shared
0.00
None
0.00
LOWE'S COS INC
SOLEShares11.76K
TypeSH
Market value$2.90M
2.22%
Sole
11.76K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares59.76K
TypeSH
Market value$2.89M
2.21%
Sole
59.76K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares24.10K
TypeSH
Market value$2.66M
2.03%
Sole
24.10K
Shared
0.00
None
0.00
GRUPO FINANCIERO GALICIA SA
SOLEShares39.37K
TypeSH
Market value$2.45M
1.87%
Sole
39.37K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON.COM INCSOLE | COM | 37.86K | SH | $8.31M 6.34% | 37.86K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 13.19K | SH | $7.55M 5.77% | 13.19K | 0.00 | 0.00 |
AMERIPRISE FINANCIAL INCSOLE | COM | 13.75K | SH | $7.32M 5.59% | 13.75K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 49.38K | SH | $7.30M 5.58% | 49.38K | 0.00 | 0.00 |
INTERACTIVE BROKERS GROUP INCSOLE | COM CL A | 41.21K | SH | $7.28M 5.56% | 41.21K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 40.69K | SH | $7.02M 5.36% | 40.69K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | CL A | 54.38K | SH | $6.84M 5.22% | 54.38K | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 10.36K | SH | $6.59M 5.03% | 10.36K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 37.01K | SH | $6.17M 4.71% | 37.01K | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 45.92K | SH | $6.17M 4.71% | 45.92K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 11.72K | SH | $6.12M 4.67% | 11.72K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 24.19K | SH | $6.06M 4.63% | 24.19K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 22.46K | SH | $4.96M 3.79% | 22.46K | 0.00 | 0.00 |
TRANE TECHNOLOGIES PLCSOLE | SHS | 13.02K | SH | $4.81M 3.67% | 13.02K | 0.00 | 0.00 |
INVESCO QQQ TRUST SERIES 1SOLE | ETF | 9.32K | SH | $4.76M 3.64% | 9.32K | 0.00 | 0.00 |
HILTON WORLDWIDE HOLDINGS INCSOLE | COM | 13.61K | SH | $3.36M 2.57% | 13.61K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 3.65K | SH | $3.34M 2.55% | 3.65K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 3.03K | SH | $3.21M 2.45% | 3.03K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | COM | 5.44K | SH | $3.18M 2.43% | 5.44K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 12.80K | SH | $3.07M 2.34% | 12.80K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 4.13K | SH | $2.91M 2.22% | 4.13K | 0.00 | 0.00 |
LOWE'S COS INCSOLE | COM | 11.76K | SH | $2.90M 2.22% | 11.76K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | FINANCIAL | 59.76K | SH | $2.89M 2.21% | 59.76K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 24.10K | SH | $2.66M 2.03% | 24.10K | 0.00 | 0.00 |
GRUPO FINANCIERO GALICIA SASOLE | SPONSORED ADR | 39.37K | SH | $2.45M 1.87% | 39.37K | 0.00 | 0.00 |
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