account_balance
Investment manager · 13F filer · SEC CIK 860645
Marvin & Palmer Associates Inc
Reported value$143Mas of Sep 30, 2026
Positions30 10 new, 8 sold out
Top 10 weight52.4%NVDA alone is 9%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
9.1%
XBISPDR Series Trust
7.1%Added +18%
AMDAdvanced Micro Devices Inc
5.3%New
MRKMerck & Co., Inc.
5.3%New
ANETArista Networks, Inc.
4.7%New
SOXXiShares Tr
4.5%Trimmed −39%
LLYELI Lilly & Co
4.3%Added +74%
DEDeere & Co
4.3%Trimmed −2%
METAMeta Platforms, Inc.
3.9%New
MUMicron Technology Inc
3.9%Added +43%
EWTiShares Inc
3.4%
IBBiShares Tr
3.2%New
NVDANVIDIA Corp
9.1%
XBISPDR Series Trust
7.1%Added +18%
AMDAdvanced Micro Devices Inc
5.3%New
MRKMerck & Co., Inc.
5.3%New
ANETArista Networks, Inc.
4.7%New
SOXXiShares Tr
4.5%
LLYELI Lilly & Co
4.3%
DEDeere & Co
4.3%
METAMeta Platforms, Inc.
3.9%
MU3.9%EWT3.4%
IBB3.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 9.1% Held
XBI SPDR Series Trust 7.1% Added +18%
AMD Advanced Micro Devices Inc 5.3% NewMRK Merck & Co., Inc. 5.3% NewANET Arista Networks, Inc. 4.7% NewSOXX iShares Tr 4.5% Trimmed −39%
LLY ELI Lilly & Co 4.3% Added +74%DE Deere & Co 4.3% Trimmed −2%META Meta Platforms, Inc. 3.9% NewMU Micron Technology Inc 3.9% Added +43%EWT iShares Inc 3.4% Held
IBB iShares Tr 3.2% New
What changed
Biggest moves since Jun 30, 2026
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