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Marvin & Palmer Associates Inc

Q4 2017 Holdings

Filed 2018-02-13 | 43 holdings | $6.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Align Technology, Inc.(ALGN)COM016255101$4.0M18,14460.0%
Adobe Systems Inc.(ADBE)COM00724F101$2.6M14,56338.0%
Cummins, Inc.(CMI)COM231021106$48.0K2700.7%
Texas Instruments, Inc.(TXN)COM882508104$4.9K47,0230.1%
CME Group, Inc.(CME)COM12572Q105$4.9K33,3130.1%
Charles Schwab Corporation(SCHW)COM808513105$4.8K94,2180.1%
Parker-Hannifin Corp.(PH)COM701094104$4.6K22,8120.1%
BlackRock, Inc.(BLKCHF)COM09247X101$4.5K8,8000.1%
PayPal Holdings, Inc.(PYPL)COM70450Y103$3.9K52,2910.1%
Blackstone Group LP(BXUSD)COM09253U108$3.7K114,8220.1%
Cboe Global Markets Inc.(CBOE)COM12503M108$3.7K29,3600.1%
Westlake Chemical Corporation(WLK)COM960413102$3.5K32,8900.1%
Lam Research Corp.(LRCXEUR)COM512807108$3.5K18,8840.1%
JPMorgan Chase & Co.(JPM)COM46625H100$3.4K31,6950.1%
Amphenol Corporation(APH)COM032095101$3.4K38,2590.1%
L3 Technologies, Inc.COM502413107$3.3K16,7190.0%
Union Pacific Corp.(UNP)COM907818108$3.2K24,0060.0%
Marriott International Inc.(MAR)COM571903202$3.2K23,3930.0%
Home Depot, Inc.(HD)COM437076102$3.2K16,6870.0%
Hilton Worldwide Holdings(HLT)COM43300A203$3.1K39,1250.0%
Honeywell International, Inc.(HON)COM438516106$3.0K19,7450.0%
Visa, Inc.(V)COM92826C839$3.0K26,1780.0%
Cigna CorporationCOM125509109$2.9K14,5170.0%
UnitedHealth Group, Inc.(UNH)COM91324P102$2.8K12,7040.0%
iShares Msci All Country Asia ex Japan(AAXJ)ETF464288182$2.5K33,1030.0%
iShares Msci South Korea ETF(EWY)ETF464286772$1.6K20,9440.0%
VanEck Vectors Vietnam ETF(VNM)ETF92189F817$1.5K84,7150.0%
iShares Msci Germany ETF(EWG)ETF464286806$1.4K41,4360.0%
iShares Msci India ETF(INDA)ETF46429B598$1.3K35,3800.0%
Spdr S&P Biotech ETF(XBI)ETF78464A870$1.2K14,5100.0%
iShares Msci Sweden ETF(EWD)ETF464286756$1.0K29,6670.0%
iShares Msci Netherlands ETF(EWN)ETF464286814$92629,1850.0%
Global X Lithium & Battery Tech ETF(LIT)ETF37954Y855$92223,7800.0%
iShares Msci Taiwan ETF(EWT)ETF46434G772$82122,6820.0%
Spdr S&P Regional Banking ETF(KRE)ETF78464A698$881,4950.0%
Amazon.com, Inc.(AMZN)COM023135106$47400.0%
Facebook, Inc.(META)COM30303M102$442500.0%
JB Hunt Transport Services, Inc.(JBHT)COM445658107$413550.0%
Lumentum Holdings, Inc.(LITE)COM55024U109$336800.0%
iShares Msci Indonesia ETF(EIDO)ETF46429B309$289750.0%
Fabrinet(FN)COMG3323L100$175950.0%
Oclaro Inc.COM67555N206$142,0800.0%
Acacia Communications, Inc.(ACIA)COM00401C108$123450.0%