MARVIN & PALMER ASSOCIATES INC: 13F holdings
CIK 8606452026Q2
| Positions | 28 |
|---|
| Reported value | $159.0m |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 28 (+7 vs prior quarter) |
|---|
| Reported value | $159.0m (+90.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SOXX ISHARES TR | 18,797 | $12.0m | 7.6% |
| NVDA NVIDIA CORPORATION | 55,647 | $11.1m | 7.0% |
| C CITIGROUP INC | 78,786 | $11.0m | 6.9% |
| GS GOLDMAN SACHS GROUP INC | 10,655 | $10.8m | 6.8% |
| MS MORGAN STANLEY | 47,734 | $10.0m | 6.3% |
| CAT CATERPILLAR INC | 9,362 | $10.0m | 6.3% |
| CSCO CISCO SYS INC | 74,113 | $8.7m | 5.5% |
| XBI SPDR SERIES TRUST | 54,286 | $8.6m | 5.4% |
| IBKR INTERACTIVE BROKERS GROUP IN | 90,809 | $7.9m | 5.0% |
| PWR QUANTA SVCS INC | 8,182 | $5.9m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="860645")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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