13F Filings History of MARVIN & PALMER ASSOCIATES INC

Latest 13F report
Q3 2025 - 13 Nov 2025
Value $
$134,558,716
Signature - Title
Stephen D. Marvin - President - Principal
Location
Wilmington, DE
Summary
This page shows a list of all the recent 13F filings made by MARVIN & PALMER ASSOCIATES INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MARVIN & PALMER ASSOCIATES INC reported 27 stock holdings with total value $134,558,716 as of Q3 2025. Top holdings included AVGO, NVDA, GS, MS, and IBKR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 27 $134,558,716 +$68,817,081 -$61,942,480 +$6,874,601 AVGO, NVDA, GS, MS, IBKR 13F-HR 12 Nov 2025, 17:45
Q2 2025 32 $116,628,412 +$72,109,251 -$26,219,980 +$45,889,271 QQQ, ORCL, CSCO, NVDA, IBM 13F-HR 12 Aug 2025, 09:23
Q1 2025 23 $66,958,374 +$31,573,701 -$91,599,945 -$60,026,244 ORLY, CAH, CSCO, PH, TMUS 13F-HR 07 May 2025, 15:21
Q4 2024 27 $130,907,928 +$61,913,562 -$56,067,546 +$5,846,016 AMZN, GS, AMP, KKR, IBKR 13F-HR 07 Feb 2025, 14:05
Q3 2024 32 $119,238,887 +$55,751,461 -$31,059,490 +$24,691,971 KKR, XBI, GS, IBKR, SPY 13F-HR 13 Nov 2024, 11:44
Q2 2024 28 $78,051,069 +$25,706,346 -$20,306,266 +$5,400,080 ETN, NVDA, IBKR, PH, GS 13F-HR 13 Aug 2024, 16:07
Q1 2024 28 $100,833,015 +$14,871,350 -$17,202,586 -$2,331,236 ETN, NVDA, PH, MSFT, IR 13F-HR 13 May 2024, 15:39
Q4 2023 32 $89,586,747 +$40,048,760 -$120,852,698 -$80,803,938 MSFT, ETN, IR, PH, QQQ 13F-HR 12 Feb 2024, 18:43
Q3 2023 39 $154,190,503 +$47,063,566 -$111,223,848 -$64,160,282 GOOGL, AMAT, COR, NVDA, WMT 13F-HR 13 Nov 2023, 13:48
Q2 2023 31 $221,857,588 +$116,478,664 -$9,250,958 +$107,227,706 AMAT, COR, GOOGL, BOTZ, ODFL 13F-HR 10 Aug 2023, 19:17
Q1 2023 25 $198,515,353 +$77,608,309 -$892,406 +$76,715,903 VRTX, AZO, DE, AMP, AMAT 13F-HR 12 May 2023, 11:05
Q4 2022 27 $190,052,826 +$40,448,617 -$2,948,149 +$37,500,468 VRTX, COR, AZO, AMP, SCHW 13F-HR 14 Feb 2023, 10:09
Q3 2022 25 $162,979,000 +$85,392,170 -$3,763,466 +$81,628,704 VRTX, LNG, UNH, AZO, AJG 13F-HR 14 Nov 2022, 08:27
Q2 2022 27 $194,390,000 +$57,227,896 -$4,220,004 +$53,007,892 VRTX, UNH, LLY, MRK, COR 13F-HR 09 Aug 2022, 09:53
Q1 2022 29 $222,040,000 +$135,039,818 -$30,123,649 +$104,916,169 AMP, COP, FTNT, VRTX, PANW 13F-HR 11 May 2022, 12:38
Q4 2021 25 $233,752,000 +$55,678,003 -$26,995,000 +$28,683,003 AMAT, LRCX, FTNT, AMP, BX 13F-HR 10 Feb 2022, 09:32
Q3 2021 26 $246,612,000 +$60,676,273 -$63,448,782 -$2,772,509 FTNT, MS, AMAT, GS, AMP 13F-HR 12 Nov 2021, 08:19
Q2 2021 27 $242,176,000 +$92,696,797 -$88,743,841 +$3,952,956 AMAT, GS, LRCX, MS, FTNT 13F-HR 12 Aug 2021, 11:20
Q1 2021 27 $224,906,000 +$95,321,646 -$136,048,315 -$40,726,669 AMAT, LRCX, GS, MS, AMP 13F-HR 24 Jun 2021, 17:13
Q4 2020 28 $250,564,000 +$84,874,692 -$2,759,966 +$82,114,726 AAPL, AMAT, TMO, LRCX, MS 13F-HR 12 Feb 2021, 13:39
Q3 2020 30 $189,560,000 +$46,507,743 -$2,854,191 +$43,653,552 AAPL, TMO, ADBE, MSFT, LRCX 13F-HR 12 Nov 2020, 06:19
Q2 2020 31 $165,752,000 +$56,605,128 -$7,515,976 +$49,089,152 AAPL, TMO, MSFT, ADBE, LRCX 13F-HR 12 Aug 2020, 17:43
Q1 2020 28 $104,608,000 +$28,346,999 -$33,062,208 -$4,715,209 TMO, MSFT, BX, AAPL, ADBE 13F-HR 12 May 2020, 13:27
Q4 2019 27 $169,650,000 +$40,757,739 -$3,477,705 +$37,280,034 MSFT, LRCX, AAPL, TXN, BX 13F-HR 11 Feb 2020, 08:35
Q3 2019 25 $152,039,000 +$35,896,318 -$2,043,537 +$33,852,781 TXN, MSFT, TMO, BX, VEEV 13F-HR 14 Nov 2019, 15:41
Q2 2019 26 $150,849,000 +$45,413,316 -$1,509,220 +$43,904,096 MSFT, PYPL, TMO, VEEV, V 13F-HR 19 Aug 2019, 16:33
Q1 2019 27 $128,366,000 +$31,839,573 -$1,285,560 +$30,554,013 XLV, PYPL, MSFT, TMO, V 13F-HR 13 May 2019, 17:16
Q4 2018 27 $116,081,000 +$37,752,745 -$2,303,348 +$35,449,397 XLV, CME, PYPL, MSFT, TMO 13F-HR 12 Feb 2019, 13:03
Q3 2018 26 $131,919,000 +$55,893,852 -$903,881 +$54,989,971 XLV, IJR, PYPL, XBI, CME 13F-HR 13 Nov 2018, 14:41
Q2 2018 23 $101,637,000 +$19,507,811 -$3,444,643 +$16,063,168 IJR, PYPL, CME, BLK, TXN 13F-HR 09 Aug 2018, 12:10
Q1 2018 29 $109,231,000 +$22,497,798 -$1,932,010 +$20,565,788 BLK, CME, SCHW, TXN, ALGN Restatement 17 May 2018, 12:53
Q4 2017 43 $96,469,000 +$25,676,554 -$10,298,233 +$15,378,321 TXN, CME, SCHW, PH, BLK 13F-HR 13 Feb 2018, 15:18
Q3 2017 39 $81,424,000 +$21,039,987 -$56,529,015 -$35,489,028 LRCX, CME, TXN, SCHW, PH 13F-HR 09 Nov 2017, 14:28
Q2 2017 32 $131,914,000 +$22,074,819 -$10,588,356 +$11,486,463 CME, SCHW, BXXXXX, META, LRCX 13F-HR 09 Aug 2017, 15:52
Q1 2017 35 $137,593,000 +$41,413,824 -$17,380,216 +$24,033,608 OCLR, TXN, LITE, LRCX, SCHW 13F-HR 11 May 2017, 17:06
Q4 2016 34 $117,232,000 +$45,764,846 -$5,932,685 +$39,832,161 FN, LITE, ACIA, OCLR, TXN 13F-HR 10 Feb 2017, 14:22
Q3 2016 38 $127,538,000 +$57,430,706 -$5,660,599 +$51,770,107 FN, LITE, META, OCLR, NPTN 13F-HR 16 Nov 2016, 10:26
Q2 2016 35 $73,754,000 +$18,115,261 -$17,056,638 +$1,058,623 FN, ACIA, META, OCLR, LITE 13F-HR 10 Aug 2016, 14:12
Q1 2016 48 $85,825,000 +$23,338,662 -$12,816,965 +$10,521,697 FN, META, GOOGL, HD, RTN 13F-HR 10 May 2016, 18:16
Q4 2015 50 $97,599,000 +$20,689,920 -$3,575,617 +$17,114,303 JD, FN, META, AAPL, GS Restatement 16 Feb 2016, 11:47
Q3 2015 49 $83,723,000 +$11,086,315 -$14,628,105 -$3,541,790 AAPL, JD, META, GS, MS 13F-HR 18 Nov 2015, 18:30
Q2 2015 49 $103,351,000 +$16,018,619 -$5,495,593 +$10,523,026 JD, AAPL, BXXXXX, GS, META 13F-HR 11 Aug 2015, 18:40
Q1 2015 59 $115,455,000 +$30,629,249 -$8,393,468 +$22,235,781 AAPL, BXXXXX, JD, BIDU, UNP 13F-HR 29 May 2015, 17:24
Q4 2014 58 $98,407,000 +$18,308,201 -$5,959,068 +$12,349,133 BIDU, AAPL, UNP, BXXXXX, CMI 13F-HR 13 Feb 2015, 10:28
Q3 2014 61 $98,260,000 +$27,441,545 -$13,866,840 +$13,574,705 BIDU, AAPL, UNP, BIIB, CMI 13F-HR 13 Nov 2014, 15:29
Q2 2014 68 $115,120,000 +$52,254,041 -$17,977,855 +$34,276,186 AAPL, BIDU, UNP, DOW, CMI 13F-HR 08 Aug 2014, 10:18
Q1 2014 63 $114,065,000 +$25,224,343 -$40,362,042 -$15,137,699 BXXXXX, GOOGLXXXX, AMZN, UNP, DOW 13F-HR 09 May 2014, 10:01
Q4 2013 64 $166,568,000 $0 YOKU, AMZN, BXXXXX, BIIB, GOOGLXXXX 13F-HR 14 Feb 2014, 11:24