Marvin & Palmer Associates as of June 30, 2011
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 72 positions in its portfolio as reported in the June 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Baidu (BIDU) | 4.4 | $59M | 423k | 140.13 | |
| Amazon (AMZN) | 3.9 | $52M | 256k | 204.49 | |
| National-Oilwell Var | 2.8 | $39M | 493k | 78.21 | |
| Avago Technologies | 2.5 | $34M | 893k | 38.00 | |
| VMware | 2.5 | $33M | 333k | 100.23 | |
| Union Pacific Corporation (UNP) | 2.4 | $33M | 310k | 104.88 | |
| Petroleo Brasileiro SA (PBR) | 2.4 | $32M | 946k | 33.96 | |
| Deere & Company (DE) | 2.4 | $32M | 388k | 82.86 | |
| Joy Global | 2.4 | $32M | 334k | 95.24 | |
| NetApp (NTAP) | 2.4 | $32M | 602k | 52.78 | |
| Caterpillar (CAT) | 2.3 | $31M | 295k | 106.46 | |
| UnitedHealth (UNH) | 2.2 | $30M | 589k | 51.58 | |
| Humana (HUM) | 2.2 | $30M | 368k | 80.79 | |
| Cognizant Technology Solutions (CTSH) | 2.2 | $29M | 400k | 73.34 | |
| CF Industries Holdings (CF) | 2.2 | $29M | 208k | 141.67 | |
| Intuitive Surgical (ISRG) | 2.1 | $29M | 78k | 372.11 | |
| Cliffs Natural Resources | 2.1 | $29M | 313k | 92.45 | |
| Apple (AAPL) | 2.1 | $28M | 85k | 335.67 | |
| Goldcorp | 2.1 | $28M | 583k | 48.27 | |
| Talisman Energy Inc Com Stk | 2.0 | $28M | 1.4M | 20.49 | |
| Via | 2.0 | $28M | 538k | 51.25 | |
| Cameron International Corporation | 2.0 | $27M | 527k | 50.29 | |
| Peabody Energy Corporation | 1.9 | $26M | 446k | 58.91 | |
| Monsanto Company | 1.9 | $26M | 356k | 72.54 | |
| Precision Castparts | 1.8 | $25M | 152k | 164.68 | |
| Schlumberger (SLB) | 1.8 | $25M | 287k | 86.68 | |
| Symantec Corporation | 1.8 | $24M | 1.2M | 19.72 | |
| Oracle Corporation (ORCL) | 1.6 | $22M | 671k | 32.91 | |
| ICICI Bank (IBN) | 1.5 | $20M | 407k | 49.30 | |
| Biogen Idec (BIIB) | 1.5 | $20M | 186k | 106.92 | |
| Vale (VALE) | 1.5 | $20M | 620k | 31.95 | |
| Cummins (CMI) | 1.4 | $19M | 187k | 103.49 | |
| Suncor Energy (SU) | 1.4 | $19M | 485k | 39.10 | |
| Illumina (ILMN) | 1.3 | $18M | 236k | 75.15 | |
| Costco Wholesale Corporation (COST) | 1.3 | $18M | 215k | 81.24 | |
| Intuit (INTU) | 1.2 | $16M | 317k | 51.86 | |
| FMC Technologies | 1.2 | $16M | 356k | 44.79 | |
| Qualcomm (QCOM) | 1.2 | $16M | 280k | 56.79 | |
| Freeport-McMoRan Copper & Gold (FCX) | 1.1 | $15M | 289k | 52.90 | |
| Coach | 1.1 | $15M | 235k | 64.16 | |
| Mechel OAO | 1.1 | $15M | 622k | 23.89 | |
| Honeywell International (HON) | 1.1 | $15M | 246k | 59.59 | |
| EMC Corporation | 1.1 | $14M | 520k | 27.55 | |
| Comcast Corporation | 1.0 | $14M | 571k | 24.23 | |
| Lorillard | 1.0 | $14M | 124k | 108.87 | |
| Alexion Pharmaceuticals | 0.9 | $13M | 269k | 47.03 | |
| Stryker Corporation (SYK) | 0.9 | $12M | 210k | 58.87 | |
| Tiffany & Co. | 0.9 | $12M | 151k | 78.81 | |
| Yum! Brands (YUM) | 0.9 | $12M | 213k | 55.24 | |
| CSX Corporation (CSX) | 0.8 | $11M | 417k | 26.22 | |
| Bancolombia (CIB) | 0.8 | $11M | 163k | 67.09 | |
| Companhia de Bebidas das Americas | 0.8 | $11M | 323k | 33.73 | |
| Alpha Natural Resources | 0.8 | $11M | 238k | 45.44 | |
| Whiting Petroleum Corporation | 0.8 | $11M | 189k | 56.91 | |
| Amphenol Corporation (APH) | 0.8 | $10M | 191k | 54.00 | |
| Accenture (ACN) | 0.7 | $9.6M | 159k | 60.42 | |
| NVIDIA Corporation (NVDA) | 0.7 | $9.2M | 576k | 15.94 | |
| Banco Santander-Chile (BSAC) | 0.6 | $8.7M | 93k | 93.81 | |
| Canadian Natl Ry (CNI) | 0.6 | $7.9M | 99k | 79.90 | |
| Fomento Economico Mexicano SAB (FMX) | 0.5 | $6.8M | 103k | 66.49 | |
| Infosys Technologies (INFY) | 0.5 | $6.8M | 104k | 65.23 | |
| Sociedad Quimica y Minera (SQM) | 0.5 | $6.4M | 98k | 64.72 | |
| Evraz Group Sa | 0.5 | $6.3M | 204k | 31.15 | |
| Telecomunicacoes de Sao Paulo SA | 0.5 | $6.1M | 205k | 29.70 | |
| Franklin Resources (BEN) | 0.3 | $3.9M | 30k | 131.53 | |
| T. Rowe Price (TROW) | 0.3 | $3.8M | 62k | 60.34 | |
| Ameriprise Financial (AMP) | 0.3 | $3.5M | 60k | 57.68 | |
| SPDR Gold Trust (GLD) | 0.2 | $3.2M | 22k | 146.00 | |
| Goldman Sachs (GS) | 0.1 | $1.4M | 11k | 133.05 | |
| 0.1 | $1.4M | 2.7k | 506.30 | ||
| Companhia Siderurgica Nacional (SID) | 0.0 | $324k | 26k | 12.46 | |
| Wells Fargo & Company (WFC) | 0.0 | $67k | 2.4k | 27.92 |
