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MPA
Marvin & Palmer Associates Portfolio holdings
AUM
$159M
1-Year Est. Return
109.02%
This Fund
S&P 500
This Quarter
Est. Return
+24.15%
1 Year Est. Return
+109.02%
3 Year Est. Return
+392.2%
5 Year Est. Return
+719.89%
10 Year Est. Return
+4,985%
AUM
$117M
AUM Growth
+$49.7M
(+74%)
Cap. Flow
+$34M
Cap. Flow
% of AUM
29.18%
Top 10 Holdings %
Top 10 Hldgs %
53.32%
Holding
40
New
17
Increased
9
Reduced
6
Closed
8
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco QQQ Trust
QQQ
|
+$9.55M |
| 2 |
Oracle
ORCL
|
+$4.95M |
| 3 |
Interactive Brokers
IBKR
|
+$4.29M |
| 4 |
iShares MSCI Germany ETF
EWG
|
+$4.16M |
| 5 |
CrowdStrike
CRWD
|
+$3.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
T-Mobile US
TMUS
|
+$3.22M |
| 2 |
Visa
V
|
+$3.14M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
+$3.13M |
| 4 |
Ameriprise Financial
AMP
|
+$3.09M |
| 5 |
Meta Platforms (Facebook)
META
|
+$2.9M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 33.67% |
| 2 | Financials | 20.23% |
| 3 | Industrials | 9.36% |
| 4 | Consumer Discretionary | 7.03% |
| 5 | Healthcare | 3.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares MSCI Japan ETF
EWJ
$23B
| $1.91M | 1.64% |
+25,500
| New | +$1.81M |
|
27
Sea Limited
SE
$69.5B
| $1.89M | 1.62% |
+11,800
| New | +$1.71M |
|
28
iShares MSCI UAE ETF
UAE
$321M
| $954K | 0.82% |
50,950
-31,320
| -38% | -$557K |
|
29
State Street SPDR S&P 500 ETF Trust
SPY
$823B
| $399K | 0.34% |
+646
| New | +$369K |
|
30
iShares MSCI Spain ETF
EWP
$2.17B
| $112K | 0.1% |
+2,540
| New | +$105K |
|
31
iShares MSCI Singapore ETF
EWS
$1.08B
| $110K | 0.09% |
+4,240
| New | +$105K |
|
32
VanEck Vietnam ETF
VNM
$504M
| $74.7K | 0.06% |
+5,430
| New | +$68.9K |
|
33
Apple
AAPL
$4.57T
| – | – |
-12,794
| Closed | -$2.84M |
|
|
34
Arthur J. Gallagher & Co
AJG
$63.6B
| – | – |
-9,066
| Closed | -$3.13M |
|
|
35
Ameriprise Financial
AMP
$48.8B
| – | – |
-6,384
| Closed | -$3.09M |
|
36
Amazon
AMZN
$2.96T
| – | – |
-14,838
| Closed | -$2.82M |
|
37
Intuitive Surgical
ISRG
$134B
| – | – |
-5,644
| Closed | -$2.8M |
|
|
38
Meta Platforms (Facebook)
META
$1.51T
| – | – |
-5,039
| Closed | -$2.9M |
|
|
39
T-Mobile US
TMUS
$190B
| – | – |
-12,061
| Closed | -$3.22M |
|
|
40
Visa
V
$677B
| – | – |
-8,966
| Closed | -$3.14M |
|
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Marvin & Palmer Associates's Q2 2025 Portfolio in Review
As of Q2 2025, Marvin & Palmer Associates held 40 positions worth $117M, up 74% from $67M the previous quarter. Its ten largest holdings account for 53% of the portfolio.
Marvin & Palmer Associates deployed $34M of net new capital in Q2 2025, opening 17 new positions and adding to 9 existing holdings. Its largest new stake was Invesco QQQ Trust: 19,200 shares worth $10.6M.
By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 17% a quarter earlier, followed by Financials and Industrials.
On the sell side, the largest reduction was Parker-Hannifin, an estimated $823K trimmed.
- Marvin & Palmer Associates's largest Q2 2025 buy was Invesco QQQ Trust: 19,200 shares worth $10.6M.
- Marvin & Palmer Associates added most to Cisco in Q2 2025, an estimated $2.7M increase.
- Marvin & Palmer Associates's biggest Q2 2025 reduction was Parker-Hannifin, cutting an estimated $823K.
- Marvin & Palmer Associates fully exited T-Mobile US in Q2 2025, selling an estimated $3.22M.
- Marvin & Palmer Associates's ten largest holdings make up 53% of its $117M portfolio in Q2 2025.
- Marvin & Palmer Associates opened 17 new positions and closed 8 in Q2 2025.
- Marvin & Palmer Associates's portfolio value rose 74% quarter-over-quarter to $117M.
Based on Marvin & Palmer Associates's 13F filing for Q2 2025, filed 12 Aug 2025.