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Marvin & Palmer Associates Inc

Q3 2022 Holdings

Filed 2022-11-14 | 26 holdings | $9.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
AutoZone Inc.(AZO)COM053332102$9.2M4,30698.4%
Vertex Pharmaceuticals Inc.(VRTX)COM92532F100$11.3K39,1550.1%
Cheniere Energy Inc.(LNG)COM16411R208$9.9K59,8310.1%
UnitedHealth Group, Inc.(UNH)COM91324P102$9.9K19,5500.1%
Arthur J Gallagher & Co.(AJG)COM363576109$9.0K52,3750.1%
AmerisourceBergen Corp.(COR)COM03073E105$8.9K65,9190.1%
Goldman Sachs Group Inc.(GS)COM38141G104$8.2K28,1290.1%
Morgan Stanley(MS)COM617446448$8.2K103,6590.1%
Palo Alto Networks Inc.(PANW)COM697435105$7.8K47,6990.1%
Ameriprise Financial Inc.(AMP)COM03076C106$7.6K29,9700.1%
Charles Schwab Corporation(SCHW)COM808513105$7.4K103,4500.1%
Invesco QQQ ETF(QQQ)ETF46090E103$7.3K27,2440.1%
Northrop Grumman Corporation(NOC)COM666807102$7.3K15,4300.1%
Synopsys Inc.(SNPS)COM871607107$7.2K23,6550.1%
JB Hunt Transport Services, Inc.(JBHT)COM445658107$6.7K42,6500.1%
Thermo Fisher Scientific, Inc.(TMO)COM883556102$6.6K12,9500.1%
Raytheon Company(RTX)COM75513E101$6.5K79,4960.1%
Apple Inc.(AAPL)COM037833100$6.5K46,6760.1%
Amphenol Corporation(APH)COM032095101$6.1K91,6500.1%
Old Dominion Freight Line(ODFL)COM679580100$5.8K23,2100.1%
iShares Msci Indonesia ETF(EIDO)ETF46429B309$1.8K75,4780.0%
iShares Msci India ETF(INDA)ETF46429B598$1.4K34,6500.0%
Sea Limited(SE)COM81141R100$1.2K21,7000.0%
Applied Materials, Inc.(AMAT)COM038222105$6628,0790.0%
VanEck Vectors Vietnam ETF(VNM)ETF92189F817$57243,0400.0%