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13F-HR filed by MARVIN & PALMER ASSOCIATES INC

MARVIN & PALMER ASSOCIATES INC filed this 13F-HR for the quarter ended 2022-12-31, filed 2023-02-14, with 27 holding rows worth $190,052,826.

Accession
0000898432-23-000090
Filed
2023-02-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2022

A holdings report, 27 entries on the cover page, a total value of $190,052,826 stated on the cover page (in dollars after the unit check, H1), rows summing to $190,052,826 with VALUE read as dollars as filed, 13F file number 028-02633. The quarter's positions are built on this report. The resolved quarter.

Other managers

  • included managerMPA Capital Management LLC

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Vertex Pharmaceuticals Incorporated92532F100COM39,155$11,328,262dollars as filed
CENCORA INC COM03073E105Stock63,879$10,585,389dollars as filed
AUTOZONE INC COM053332102Stock4,192$10,388,226dollars as filed
AMERIPRISE FINL INC COM03076C106Stock32,245$10,040,126dollars as filed
Charles Schwab Corp808513105COM120,122$10,001,358dollars as filed
Goldman Sachs Group,Inc.38141G104COM28,853$9,907,543dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock51,443$9,699,063dollars as filed
iShares Russell 2000 ETF464287655SHS53,607$9,346,917dollars as filed
Morgan Stanley617446448COM109,548$9,313,771dollars as filed
CHENIERE ENERGY INC COM NEW16411R208Stock58,972$8,843,441dollars as filed
UnitedHealth Group Inc91324P102COM16,114$8,543,321dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock15,135$8,257,807dollars as filed
Deere & Company244199105COM19,247$8,252,344dollars as filed
Walmart Inc.931142103COM57,379$8,135,768dollars as filed
Raytheon Technologies Corporation75513E101COM79,958$8,069,361dollars as filed
HUNT J B TRANS SVCS INC COM445658107Stock43,083$7,511,952dollars as filed
Thermo Fisher Scientific Inc.883556102COM13,112$7,220,647dollars as filed
AMPHENOL CORP NEW032095101COM92,809$7,066,477dollars as filed
OLD DOMINION FREIGHT LINE INC COM679580100Stock23,504$6,669,965dollars as filed
ENPHASE ENERGY INC COM29355A107Stock24,969$6,615,786dollars as filed
Apple Inc037833100COM46,365$6,024,204dollars as filed
ISHARES TR46429B598MSCI INDIA ETF47,325$1,975,346dollars as filed
NOVO-NORDISK A S ADR670100205ADR13,100$1,772,954dollars as filed
ICICI BANK LIMITED ADR45104G104ADR62,150$1,360,464dollars as filed
FABRINET SHSG3323L100Stock9,410$1,206,550dollars as filed
SEA LTD81141R100SPONSORD ADS21,700$1,129,051dollars as filed
Applied Materials,Inc.038222105COM8,079$786,733dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000898432-23-000090this filing2023-02-14acceptance time not in the bulk data set