HoldingsChannel.com
Marvin & Palmer Associates Inc. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
Microsoft Corp 61,448 +3,581 $8,232
     MSFT61,448+3,581$8,232
PayPal Holdings Inc. 66,758 -10,785 $7,641
     PYPL66,758-10,785$7,641
Thermo Fisher Scientific Inc. 25,793 +1,693 $7,575
     TMO25,793+1,693$7,575
Veeva Systems Inc. 46,644 +2,424 $7,561
     VEEV46,644+2,424$7,561
Visa Inc. 43,297 +2,647 $7,514
     V43,297+2,647$7,514
Texas Instruments Inc. 64,224 +6,500 $7,370
     TXN64,224+6,500$7,370
Adobe Systems Inc 24,465 +1,465 $7,209
     ADBE24,465+1,465$7,209
Blackstone Group LP 155,179 +15,785 $6,893
     BX155,179+15,785$6,893
Union Pacific Corp. 37,924 +7,018 $6,413
     UNP37,924+7,018$6,413
Walt Disney Co The 45,627 +3,058 $6,371
     DIS45,627+3,058$6,371
Honeywell International Inc. 36,317 +36,317 $6,341
     HON36,317+36,317$6,341
Ecolab Inc. 31,334 +2,434 $6,187
     ECL31,334+2,434$6,187
ServiceNow Inc. 22,516 +1,471 $6,182
     NOW22,516+1,471$6,182
Ingersoll Rand plc 48,361 +48,361 $6,126
     IR48,361+48,361$6,126
Dover Corporation 61,018 +61,018 $6,114
     DOV61,018+61,018$6,114
Paycom Software Inc. 25,620 +25,620 $5,809
     PAYC25,620+25,620$5,809
AMETEK Inc. 62,927 +19,067 $5,716
     AME62,927+19,067$5,716
American Express Company 45,218 +3,583 $5,582
     AXP45,218+3,583$5,582
salesforce.com Inc. 35,538 +2,418 $5,392
     CRM35,538+2,418$5,392
Merck & Co. Inc. 62,955 -3,277 $5,279
     MRK62,955-3,277$5,279
Sea Limited 128,598 +42,948 $4,272
     SE128,598+42,948$4,272
Comcast Corp. 98,673 +7,748 $4,172
     CMCSA98,673+7,748$4,172
McDonald&apos s Corporation 17,870 +1,410 $3,711
     MCD17,870+1,410$3,711
Amphenol Corporation 34,036 +34,036 $3,265
     APH34,036+34,036$3,265
VanEck Vectors Vietnam ETF (VNM) 158,543 +48,019 $2,540
     VNM158,543+48,019$2,540

See Full List: All Stocks Held By Marvin & Palmer Associates Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Marvin & Palmer Associates Inc.

Size ($ in 1000's)
At 06/30/2019: $150,849
At 03/31/2019: $128,366

Marvin & Palmer Associates Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Marvin & Palmer Associates Inc. 13F filings. Link to 13F filings: SEC filings

Marvin & Palmer Associates Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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