Marvin & Palmer Associates Inc 13F annual report

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.

$154 billion Assets Under Management (AUM)

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.

Careers at Marvin & Palmer Associates Inc

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.

Recent trades

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.

One of the smallest hedge funds

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.

Karen Buckley investment strategy

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.

The complete list of Marvin & Palmer Associates Inc trades based on 13F SEC filings

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
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