MARVIN & PALMER ASSOCIATES INC
MARVIN & PALMER ASSOCIATES INC reported 28 positions worth $159.0M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: SOXX (7.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SOXX | SH | $12.0M | 7.58% | 18,797 | — | — | |
| ▸ 2 | NVDA | SH | $11.1M | 7.00% | 55,647 | — | — | |
| ▸ 3 | C | SH | $11.0M | 6.94% | 78,786 | — | — | |
| ▸ 4 | GS | SH | $10.8M | 6.78% | 10,655 | — | — | |
| ▸ 5 | MS | SH | $10.0M | 6.28% | 47,734 | — | — | |
| ▸ 6 | CAT | SH | $10.0M | 6.27% | 9,362 | — | — | |
| ▸ 7 | CSCO | SH | $8.7M | 5.48% | 74,113 | — | — | |
| ▸ 8 | XBI | SH | $8.6M | 5.40% | 54,286 | — | — | |
| ▸ 9 | IBKR | SH | $7.9M | 4.97% | 90,809 | — | — | |
| ▸ 10 | PWR | SH | $5.9M | 3.71% | 8,182 | — | — |
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Frequently Asked Questions
What stocks does MARVIN & PALMER ASSOCIATES INC hold as of Q2 2026?
MARVIN & PALMER ASSOCIATES INC reported 28 positions worth $159.0M in its Q2 2026 13F filing. Largest positions: SOXX (7.6%), NVDA (7.0%), C (6.9%), GS (6.8%) and MS (6.3%).
What did MARVIN & PALMER ASSOCIATES INC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did MARVIN & PALMER ASSOCIATES INC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.