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MARVIN & PALMER ASSOCIATES INC
Period ended Sep 30, 2026 · Latest filing Nov 9, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $142,653,259
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NVIDIA CORPORATION · COM · 67066G104 · shares: $12,916,488
- SPDR SERIES TRUST · ST STR SP BIOT · 78464A870 · shares: $10,131,728
- ADVANCED MICRO DEVICES INC · COM · 007903107 · shares: $7,577,259
- MERCK & CO INC · COM · 58933Y105 · shares: $7,510,347
- ARISTA NETWORKS INC · COM SHS · 040413205 · shares: $6,739,643
- ISHARES TR · ISHARES SEMICDTR · 464287523 · shares: $6,482,496
- ELI LILLY & CO · COM · 532457108 · shares: $6,177,650
- DEERE & CO · COM · 244199105 · shares: $6,096,331
- META PLATFORMS INC · CL A · 30303M102 · shares: $5,564,306
- MICRON TECHNOLOGY INC · COM · 595112103 · shares: $5,506,619
Reported holdings
30 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 67066G104 | — | 56,557 shares | $12,916,488 |
| SPDR SERIES TRUST | ST STR SP BIOT | 78464A870 | — | 64,255 shares | $10,131,728 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 12,386 shares | $7,577,259 |
| MERCK & CO INC | COM | 58933Y105 | — | 51,685 shares | $7,510,347 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 33,104 shares | $6,739,643 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 | — | 11,400 shares | $6,482,496 |
| ELI LILLY & CO | COM | 532457108 | — | 5,339 shares | $6,177,650 |
| DEERE & CO | COM | 244199105 | — | 9,078 shares | $6,096,331 |
| META PLATFORMS INC | CL A | 30303M102 | — | 7,673 shares | $5,564,306 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 5,170 shares | $5,506,619 |
| ISHARES INC | MSCI TAIWAN ETF | 46434G772 | — | 43,390 shares | $4,898,731 |
| ISHARES TR | ISHARES BIOTECH | 464287556 | — | 21,950 shares | $4,621,134 |
| TAIWAN SEMICONDUCTOR MANUFACTURING SPON | SPONSORED ADS | 874039100 | — | 9,232 shares | $4,211,546 |
| APPLE INC | COM | 037833100 | — | 12,297 shares | $4,095,147 |
| AMETEK INC | COM | 031100100 | — | 16,473 shares | $4,080,856 |
| CITIGROUP INC | COM NEW | 172967424 | — | 31,464 shares | $4,073,959 |
| INCYTE CORP | COM | 45337C102 | — | 32,660 shares | $3,963,291 |
| INTERACTIVE BROKERS GROUP INC | COM CL A | 45841N107 | — | 45,755 shares | $3,908,392 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 14,730 shares | $3,899,620 |
| CISCO SYS INC | COM | 17275R102 | — | 35,046 shares | $3,772,001 |
| CATERPILLAR INC | COM | 149123101 | — | 4,494 shares | $3,643,690 |
| MICROSOFT CORP | COM | 594918104 | — | 7,070 shares | $3,626,203 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 4,026 shares | $3,624,849 |
| ANALOG DEVICES INC | COM | 032654105 | — | 8,612 shares | $3,416,467 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 9,103 shares | $3,132,160 |
| ISHARES INC | MSCI STH KOR ETF | 464286772 | — | 16,480 shares | $3,012,214 |
| AMAZON COM INC | COM | 023135106 | — | 11,979 shares | $2,984,568 |
| RTX CORPORATION | COM | 75513E101 | — | 14,130 shares | $2,623,234 |
| ISHARES INC | MSCI JAPAN ETF | 46434G822 | — | 2,690 shares | $262,167 |
| ISHARES TR | MSCI POLAND ETF | 46429B606 | — | 2,260 shares | $100,163 |