Marvin & Palmer Associates as of Dec. 31, 2010
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 72 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 3.9 | $58M | 322k | 180.00 | |
| Cognizant Technology Solutions (CTSH) | 3.8 | $56M | 765k | 73.29 | |
| Apple (AAPL) | 3.6 | $54M | 167k | 322.56 | |
| Cummins (CMI) | 2.8 | $42M | 384k | 110.01 | |
| Nike (NKE) | 2.8 | $42M | 489k | 85.42 | |
| NetApp (NTAP) | 2.7 | $41M | 742k | 54.96 | |
| National-Oilwell Var | 2.7 | $40M | 594k | 67.25 | |
| VMware | 2.6 | $39M | 443k | 88.91 | |
| Precision Castparts | 2.6 | $39M | 281k | 139.24 | |
| Vale (VALE) | 2.6 | $39M | 1.1M | 34.57 | |
| Caterpillar (CAT) | 2.5 | $38M | 406k | 93.66 | |
| salesforce (CRM) | 2.5 | $37M | 277k | 132.00 | |
| Freeport-McMoRan Copper & Gold (FCX) | 2.4 | $36M | 302k | 120.09 | |
| ICICI Bank (IBN) | 2.4 | $35M | 695k | 50.64 | |
| Joy Global | 2.3 | $35M | 401k | 86.75 | |
| Union Pacific Corporation (UNP) | 2.3 | $34M | 364k | 93.04 | |
| Intuit (INTU) | 2.2 | $33M | 671k | 49.30 | |
| Coach | 2.2 | $33M | 593k | 55.42 | |
| Avago Technologies | 2.0 | $30M | 1.1M | 28.41 | |
| FMC Technologies | 2.0 | $30M | 333k | 88.91 | |
| Cameron International Corporation | 2.0 | $30M | 581k | 50.73 | |
| Peabody Energy Corporation | 2.0 | $29M | 458k | 63.98 | |
| Schlumberger (SLB) | 1.9 | $29M | 345k | 83.71 | |
| CF Industries Holdings (CF) | 1.9 | $28M | 207k | 135.15 | |
| Yum! Brands (YUM) | 1.9 | $28M | 563k | 49.05 | |
| Deere & Company (DE) | 1.8 | $28M | 330k | 83.40 | |
| Goldcorp | 1.8 | $27M | 592k | 45.98 | |
| Baidu (BIDU) | 1.6 | $24M | 251k | 96.53 | |
| Akamai Technologies (AKAM) | 1.6 | $24M | 509k | 47.05 | |
| Banco Itau Holding Financeira (ITUB) | 1.5 | $22M | 928k | 24.02 | |
| Petroleo Brasileiro SA (PBR) | 1.4 | $21M | 555k | 38.07 | |
| Infosys Technologies (INFY) | 1.3 | $20M | 258k | 76.08 | |
| Costco Wholesale Corporation (COST) | 1.2 | $18M | 250k | 72.21 | |
| United Technologies Corporation | 1.2 | $18M | 225k | 78.72 | |
| Illumina (ILMN) | 1.2 | $18M | 277k | 63.34 | |
| Cliffs Natural Resources | 1.2 | $18M | 224k | 78.01 | |
| Companhia de Bebidas das Americas | 1.1 | $17M | 556k | 31.03 | |
| Monsanto Company | 1.1 | $17M | 247k | 69.64 | |
| Mechel OAO | 1.1 | $16M | 551k | 29.23 | |
| Hasbro (HAS) | 1.0 | $16M | 330k | 47.18 | |
| 1.0 | $15M | 26k | 593.98 | ||
| Starbucks Corporation (SBUX) | 0.9 | $13M | 413k | 32.13 | |
| Amphenol Corporation (APH) | 0.8 | $13M | 238k | 52.80 | |
| F5 Networks (FFIV) | 0.8 | $13M | 97k | 130.15 | |
| Ball Corporation (BALL) | 0.8 | $12M | 183k | 68.05 | |
| Xilinx | 0.8 | $12M | 420k | 28.98 | |
| Oracle Corporation (ORCL) | 0.8 | $12M | 391k | 31.30 | |
| Express Scripts | 0.8 | $12M | 225k | 54.05 | |
| Tiffany & Co. | 0.8 | $12M | 189k | 62.52 | |
| Chipotle Mexican Grill (CMG) | 0.7 | $11M | 52k | 212.66 | |
| America Movil Sab De Cv spon adr l | 0.7 | $10M | 179k | 57.34 | |
| Alexion Pharmaceuticals | 0.6 | $8.9M | 110k | 80.56 | |
| Altria (MO) | 0.6 | $8.6M | 346k | 25.00 | |
| Credicorp (BAP) | 0.6 | $8.7M | 73k | 118.91 | |
| Bancolombia (CIB) | 0.6 | $8.2M | 132k | 62.25 | |
| Banco Bradesco SA (BBD) | 0.5 | $8.0M | 388k | 20.62 | |
| Cosan Ltd shs a | 0.5 | $7.6M | 556k | 13.62 | |
| Estee Lauder Companies (EL) | 0.5 | $7.5M | 93k | 80.70 | |
| CSX Corporation (CSX) | 0.5 | $7.3M | 114k | 64.61 | |
| Central European Distribution | 0.5 | $7.3M | 319k | 22.90 | |
| Canadian Natl Ry (CNI) | 0.5 | $6.9M | 104k | 66.47 | |
| Sociedad Quimica y Minera (SQM) | 0.5 | $6.7M | 114k | 58.42 | |
| Pioneer Natural Resources (PXD) | 0.4 | $6.5M | 74k | 86.82 | |
| Whole Foods Market | 0.4 | $6.1M | 120k | 50.59 | |
| VanceInfo Technologies | 0.3 | $5.0M | 144k | 34.54 | |
| T. Rowe Price (TROW) | 0.3 | $4.1M | 63k | 64.54 | |
| Wells Fargo & Company (WFC) | 0.3 | $3.9M | 127k | 30.99 | |
| Goldman Sachs (GS) | 0.2 | $3.8M | 23k | 168.18 | |
| SPDR Gold Trust (GLD) | 0.2 | $3.1M | 22k | 138.73 | |
| IPATH MSCI India Index Etn | 0.1 | $1.7M | 22k | 77.64 | |
| Companhia Siderurgica Nacional (SID) | 0.0 | $433k | 26k | 16.65 | |
| Vivo Participacoes SA | 0.0 | $358k | 11k | 32.55 |
