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Marvin & Palmer Associates Inc

Q2 2021 Holdings

Filed 2021-08-12 | 28 holdings | $244.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Applied Materials, Inc.(AMAT)COM038222105$15.0K105,4676.1%
Goldman Sachs Group Inc.(GS)COM38141G104$14.0K36,8975.7%
Lam Research Corp.(LRCXEUR)COM512807108$13.9K21,3965.7%
Morgan Stanley(MS)COM617446448$13.8K150,9325.7%
Fortinet, Inc.(FTNT)COM34959E109$12.2K51,3505.0%
Ameriprise Financial Inc.(AMP)COM03076C106$11.9K47,8844.9%
Eaton Corp. PLC(ETN)SHSG29183103$11.1K75,0574.5%
Sea Limited(SE)ADR81141R100$11.0K40,0354.5%
VanEck Vectors Agribusiness ETF(MOO)ETF92189F700$10.6K116,6934.3%
BlackRock, Inc.(BLKCHF)COM09247X101$10.2K11,6504.2%
Cheniere Energy Inc.(LNG)COM16411R208$9.8K112,7804.0%
Texas Instruments, Inc.(TXN)COM882508104$9.6K50,0613.9%
Alphabet Inc Class A(GOOGL)COM02079K305$9.6K3,9363.9%
HCA Healthcare Inc.(HCA)COM40412C101$9.2K44,6453.8%
Dover Corporation(DOV)COM260003108$9.2K61,0553.8%
Deere & Company(DE)COM244199105$9.1K25,7433.7%
United Rentals, Inc.(URI)COM911363109$9.0K28,3553.7%
Tractor Supply Company(TSCO)COM892356106$9.0K48,3153.7%
Trimble Inc.(TRMB)COM896239100$8.9K109,0663.6%
Blackstone Group LP(BX)COM09260D107$8.9K91,4053.6%
Expeditors Intl of Washington Inc.(EXPD)COM302130109$8.3K65,7203.4%
T Rowe Price Group Inc.(TROW)COM74144T108$8.2K41,5353.4%
iShares Msci Taiwan ETF(EWT)ETF46434G772$2.7K42,7921.1%
VanEck Vectors Vietnam ETF(VNM)ETF92189F817$2.5K122,1771.0%
iShares Msci South Korea ETF(EZA)ETF464286780$2.4K25,4441.0%
Vanguard Ftse All Wld X-US Sm Cap(VSS)ETF922042718$1.8K13,5300.8%
iShares Msci Sweden ETF(EWD)ETF464286756$1.8K38,3550.7%
Kulicke & Soffa Industries(KLIC)COM501242101$4968,1000.2%