Marvin & Palmer Associates as of Dec. 31, 2011
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 62 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Baidu (BIDU) | 4.9 | $33M | 285k | 116.47 | |
| Goldcorp | 4.0 | $27M | 616k | 44.24 | |
| Apple (AAPL) | 3.7 | $25M | 62k | 405.00 | |
| Biogen Idec (BIIB) | 3.4 | $23M | 210k | 110.05 | |
| 3.2 | $22M | 33k | 645.90 | ||
| Banco Bradesco SA (BBD) | 3.1 | $21M | 1.2M | 17.02 | |
| Precision Castparts | 3.0 | $21M | 126k | 164.82 | |
| Petroleo Brasileiro SA (PBR) | 3.0 | $21M | 831k | 24.85 | |
| Intel Corporation (INTC) | 2.7 | $19M | 763k | 24.25 | |
| Potash Corp. Of Saskatchewan I | 2.4 | $17M | 402k | 41.27 | |
| Vale (VALE) | 2.4 | $16M | 766k | 21.45 | |
| Union Pacific Corporation (UNP) | 2.4 | $16M | 152k | 106.51 | |
| Intuitive Surgical (ISRG) | 2.3 | $16M | 34k | 463.02 | |
| Companhia de Bebidas das Americas | 2.3 | $16M | 430k | 36.09 | |
| SanDisk Corporation | 2.3 | $15M | 313k | 49.21 | |
| Humana (HUM) | 2.2 | $15M | 174k | 87.86 | |
| Cummins (CMI) | 2.2 | $15M | 172k | 88.02 | |
| MasterCard Incorporated (MA) | 2.2 | $15M | 40k | 372.83 | |
| International Business Machines (IBM) | 2.1 | $15M | 80k | 183.88 | |
| Fomento Economico Mexicano SAB (FMX) | 2.1 | $14M | 203k | 69.71 | |
| Coach | 2.0 | $14M | 226k | 61.27 | |
| Yum! Brands (YUM) | 2.0 | $13M | 228k | 59.01 | |
| Costco Wholesale Corporation (COST) | 1.9 | $13M | 158k | 83.32 | |
| Monsanto Company | 1.9 | $13M | 188k | 70.07 | |
| Nike (NKE) | 1.9 | $13M | 132k | 96.74 | |
| Alexion Pharmaceuticals | 1.8 | $13M | 174k | 71.50 | |
| CF Industries Holdings (CF) | 1.8 | $12M | 85k | 144.98 | |
| Caterpillar (CAT) | 1.8 | $12M | 134k | 90.60 | |
| Qualcomm (QCOM) | 1.8 | $12M | 219k | 54.70 | |
| UnitedHealth (UNH) | 1.6 | $11M | 211k | 50.68 | |
| VMware | 1.5 | $10M | 123k | 83.19 | |
| Altria (MO) | 1.4 | $9.8M | 327k | 30.06 | |
| Coca-Cola Company (KO) | 1.4 | $9.6M | 137k | 69.97 | |
| America Movil Sab De Cv spon adr l | 1.1 | $7.8M | 347k | 22.60 | |
| Chevron Corporation (CVX) | 1.1 | $7.5M | 71k | 106.40 | |
| Intuit (INTU) | 1.1 | $7.4M | 141k | 52.59 | |
| Bancolombia (CIB) | 1.1 | $7.2M | 121k | 59.92 | |
| National-Oilwell Var | 1.0 | $7.1M | 105k | 67.99 | |
| Oracle Corporation (ORCL) | 1.0 | $7.1M | 276k | 25.65 | |
| Cameron International Corporation | 1.0 | $6.8M | 139k | 49.19 | |
| McDonald's Corporation (MCD) | 0.9 | $6.4M | 63k | 100.33 | |
| Amazon (AMZN) | 0.9 | $6.1M | 35k | 173.11 | |
| Joy Global | 0.9 | $6.0M | 80k | 74.97 | |
| Comcast Corporation | 0.9 | $5.9M | 251k | 23.67 | |
| Tiffany & Co. | 0.9 | $5.9M | 88k | 66.55 | |
| Harmony Gold Mining (HMY) | 0.9 | $5.8M | 501k | 11.64 | |
| Telefonica Brasil Sa | 0.8 | $5.6M | 204k | 27.64 | |
| Sociedad Quimica y Minera (SQM) | 0.8 | $5.5M | 102k | 53.85 | |
| EMC Corporation | 0.8 | $5.3M | 248k | 21.54 | |
| Starbucks Corporation (SBUX) | 0.8 | $5.1M | 111k | 46.01 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $4.9M | 58k | 84.77 | |
| Wal-Mart Stores (WMT) | 0.7 | $4.9M | 82k | 59.76 | |
| FMC Technologies | 0.7 | $4.7M | 90k | 52.23 | |
| Canadian Natl Ry (CNI) | 0.5 | $3.7M | 47k | 78.55 | |
| Nuance Communications | 0.5 | $3.2M | 128k | 25.16 | |
| ICICI Bank (IBN) | 0.5 | $3.1M | 119k | 26.43 | |
| Lorillard | 0.4 | $3.0M | 26k | 114.02 | |
| Oceaneering International (OII) | 0.4 | $3.0M | 65k | 46.13 | |
| U.S. Bancorp (USB) | 0.3 | $2.0M | 73k | 27.17 | |
| Ace Limited Cmn | 0.2 | $1.2M | 18k | 70.11 | |
| Goldman Sachs (GS) | 0.1 | $950k | 11k | 90.48 | |
| IntercontinentalEx.. | 0.1 | $687k | 5.7k | 120.53 |
