Marvin & Palmer Associates Inc is an investment fund managing more than $154 billion ran by Karen Buckley. There are currently 25 companies in Mrs. Buckley’s portfolio. The largest investments include Alphabet Inc and Applied Materials, together worth $18.7 billion.
As of 6th November 2023, Marvin & Palmer Associates Inc’s top holding is 73,926 shares of Alphabet Inc currently worth over $9.67 billion and making up 6.3% of the portfolio value.
Relative to the number of outstanding shares of Alphabet Inc, Marvin & Palmer Associates Inc owns more than approximately 0.1% of the company.
In addition, the fund holds 65,056 shares of Applied Materials worth $9.01 billion, whose value fell approximately 0.1% in the past six months.
The third-largest holding is Cencora worth $8.72 billion and the next is NVIDIA Corp worth $8.5 billion, with 19,530 shares owned.
Currently, Marvin & Palmer Associates Inc's portfolio is worth at least $154 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Marvin & Palmer Associates Inc office and employees reside in Wilmington, Delaware. According to the last 13-F report filed with the SEC, Karen Buckley serves as the Chief Financial Officer - Principal at Marvin & Palmer Associates Inc.
In the most recent 13F filing, Marvin & Palmer Associates Inc revealed that it had opened a new position in
Alphabet Inc and bought 73,926 shares worth $9.67 billion.
On the other hand, there are companies that Marvin & Palmer Associates Inc is getting rid of from its portfolio.
Marvin & Palmer Associates Inc closed its position in Autozone on 13th November 2023.
It sold the previously owned 4,675 shares for $11.5 billion.
Karen Buckley also disclosed a decreased stake in Applied Materials by 0.2%.
This leaves the value of the investment at $9.01 billion and 65,056 shares.
The two most similar investment funds to Marvin & Palmer Associates Inc are Advanced Research Investment Solutions and Prairiewood Capital. They manage $154 billion and $154 billion respectively.
Marvin & Palmer Associates Inc’s portfolio is diversified across 8 sectors.
Currently, their heaviest sector is Technology — making up 27.4% of
the total portfolio value.
The fund focuses on investments in the United States as
56.0% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
60% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $465 billion.
These positions were updated on November 13th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Autozone Inc. |
Closed
4,675
|
$11,491,851,000 | |
| Deere & Co. |
Closed
24,917
|
$10,287,731,000 | |
| Amphenol Corp. |
Closed
120,642
|
$9,858,864,000 | |
| Morgan Stanley |
Closed
110,310
|
$9,685,218,000 | |
| Alphabet Inc |
Opened
73,926
|
$9,673,956,000 | 6.27% |
| Goldman Sachs Group, Inc. |
Closed
29,522
|
$9,656,941,000 | |
| Caterpillar Inc. |
Closed
40,427
|
$9,251,315,000 | |
| Analog Devices Inc. |
Closed
45,770
|
$9,026,759,000 | |
| Applied Materials Inc. |
19.23%
65,056
|
$9,007,003,000 | 5.84% |
| HCA Healthcare Inc |
Closed
33,928
|
$8,946,135,000 | |
| Arista Networks Inc |
Closed
52,400
|
$8,795,864,000 | |
| Cencora Inc. |
19.35%
48,428
|
$8,715,587,000 | 5.65% |
| Raytheon Company |
Closed
87,844
|
$8,602,563,000 | |
| NVIDIA Corp |
Opened
19,530
|
$8,495,355,000 | 5.51% |
| Thermo Fisher Scientific Inc. |
Closed
14,601
|
$8,415,578,000 | |
| Walmart Inc |
18.15%
52,593
|
$8,411,198,000 | 5.46% |
| Eaton Corporation plc |
Opened
37,836
|
$8,069,662,000 | 5.23% |
| Ameriprise Financial Inc |
26.31%
24,031
|
$7,922,540,000 | 5.14% |
| Vaneck Oil Services Etf |
Opened
22,620
|
$7,804,805,000 | 5.06% |
| Old Dominion Freight Line, Inc. |
Closed
22,768
|
$7,760,245,000 | |
| Vertex Pharmaceuticals, Inc. |
47.80%
22,251
|
$7,737,563,000 | 5.02% |
| Oracle Corp. |
Opened
72,714
|
$7,701,867,000 | 5.00% |
| Parker-Hannifin Corp. |
17.33%
19,485
|
$7,589,797,000 | 4.92% |
| Microsoft Corporation |
Opened
23,580
|
$7,445,385,000 | 4.83% |
| Visa Inc |
Opened
31,752
|
$7,303,278,000 | 4.74% |
| United Rentals, Inc. |
Opened
16,405
|
$7,293,171,000 | 4.73% |
| Apple Inc |
17.45%
42,569
|
$7,288,238,000 | 4.73% |
| Amertek, Inc. |
15.34%
48,020
|
$7,095,435,000 | 4.60% |
| Ingersoll-Rand Inc |
Opened
110,974
|
$7,071,263,000 | 4.59% |
| Blackstone Group Lp |
Opened
64,270
|
$6,885,888,000 | 4.47% |
| Tesla Inc |
Opened
25,836
|
$6,464,684,000 | 4.19% |
| Novo Nordisk A/s |
Closed
12,922
|
$2,056,407,000 | |
| Ishares Msci Singapore Etf |
Closed
84,730
|
$1,681,891,000 | |
| Ishares Msci Thailand Etf |
Closed
20,920
|
$1,534,482,000 | |
| Ishares Msci Japan Etf |
Opened
25,094
|
$1,512,917,000 | 0.98% |
| Ishares Msci Mexico Etf |
17.57%
22,379
|
$1,303,129,000 | 0.85% |
| Ishares Msci India Etf |
Opened
22,757
|
$1,006,315,000 | 0.65% |
| Sea Limited |
42.68%
18,360
|
$806,922,000 | 0.52% |
| Ishares Msci Brazil Etf |
Opened
26,244
|
$804,903,000 | 0.52% |
| Ishares Msci Switzerland Etf |
Opened
17,894
|
$779,642,000 | 0.51% |
| No transactions found | |||
| Showing first 500 out of 40 holdings | |||