Marvin & Palmer Associates

Marvin & Palmer Associates as of March 31, 2013

Portfolio Holdings for Marvin & Palmer Associates

Marvin & Palmer Associates holds 63 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fomento Economico Mexicano SAB (FMX) 5.4 $9.8M 86k 113.50
Union Pacific Corporation (UNP) 4.2 $7.6M 54k 142.41
Biogen Idec (BIIB) 3.9 $7.1M 37k 192.63
Amazon (AMZN) 3.4 $6.1M 23k 266.48
Home Depot (HD) 3.3 $6.0M 86k 69.78
Companhia de Bebidas das Americas 3.2 $5.8M 137k 42.33
Discovery Communications 2.6 $4.7M 60k 78.74
MasterCard Incorporated (MA) 2.6 $4.7M 8.7k 541.09
Apple (AAPL) 2.5 $4.5M 10k 442.65
Blackstone 2.4 $4.3M 216k 19.78
eBay (EBAY) 2.4 $4.2M 78k 54.22
Costco Wholesale Corporation (COST) 2.3 $4.1M 39k 106.11
Via 2.1 $3.9M 63k 61.47
Roper Industries (ROP) 2.1 $3.9M 30k 127.29
Google 2.1 $3.7M 4.7k 794.22
Monsanto Company 2.0 $3.6M 34k 105.63
Cummins (CMI) 1.9 $3.5M 30k 115.82
T. Rowe Price (TROW) 1.9 $3.4M 46k 74.87
ICICI Bank (IBN) 1.6 $2.9M 68k 42.90
Concho Resources 1.6 $2.9M 29k 97.41
M&T Bank Corporation (MTB) 1.6 $2.8M 27k 103.18
Credicorp (BAP) 1.6 $2.8M 17k 166.07
BlackRock (BLK) 1.5 $2.7M 11k 256.86
Gilead Sciences (GILD) 1.4 $2.6M 53k 48.95
Banco Bradesco SA (BBD) 1.4 $2.6M 151k 17.02
TJX Companies (TJX) 1.4 $2.5M 53k 46.74
Cheniere Energy (LNG) 1.4 $2.5M 89k 28.00
CVS Caremark Corporation (CVS) 1.3 $2.4M 44k 55.00
Qualcomm (QCOM) 1.3 $2.4M 36k 66.94
Intuit (INTU) 1.3 $2.4M 37k 65.66
Nike (NKE) 1.3 $2.4M 40k 59.00
Wells Fargo & Company (WFC) 1.3 $2.3M 64k 36.99
Accenture (ACN) 1.3 $2.3M 31k 75.95
Colgate-Palmolive Company (CL) 1.3 $2.3M 19k 118.04
Oracle Corporation (ORCL) 1.2 $2.3M 70k 32.33
Walt Disney Company (DIS) 1.2 $2.2M 39k 56.79
Celgene Corporation 1.2 $2.2M 19k 115.89
Abbott Laboratories (ABT) 1.2 $2.2M 62k 35.32
Linkedin Corp 1.2 $2.2M 12k 176.03
Allergan 1.2 $2.1M 19k 111.61
CBS Corporation 1.2 $2.1M 45k 46.70
Goldman Sachs (GS) 1.2 $2.1M 14k 147.16
Ametek (AME) 1.2 $2.1M 48k 43.37
Tiffany & Co. 1.1 $2.0M 28k 69.54
Amgen (AMGN) 1.1 $1.9M 19k 102.53
Ecopetrol (EC) 1.1 $1.9M 35k 54.53
Allstate Corporation (ALL) 1.0 $1.9M 38k 49.06
Kansas City Southern 1.0 $1.9M 17k 110.89
BioMarin Pharmaceutical (BMRN) 1.0 $1.8M 29k 62.27
DaVita (DVA) 0.9 $1.7M 14k 118.59
Cree 0.9 $1.6M 30k 54.70
Caterpillar (CAT) 0.9 $1.6M 19k 86.97
Workday Inc cl a (WDAY) 0.9 $1.6M 26k 61.63
McKesson Corporation (MCK) 0.9 $1.6M 15k 107.95
EMC Corporation 0.8 $1.5M 63k 23.89
Canadian Natl Ry (CNI) 0.8 $1.4M 14k 100.29
Masco Corporation (MAS) 0.8 $1.4M 68k 20.25
Ace Limited Cmn 0.7 $1.2M 14k 88.99
Amphenol Corporation (APH) 0.6 $1.0M 14k 74.63
Youku 0.6 $1.0M 60k 16.77
JPMorgan Chase & Co. (JPM) 0.6 $997k 21k 47.48
PowerShares QQQ Trust, Series 1 0.5 $830k 1.0k 830.00
Verizon Communications (VZ) 0.2 $403k 8.2k 49.15