Marvin & Palmer Associates as of Dec. 31, 2013
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 64 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Youku | 5.0 | $8.2M | 272k | 30.30 | |
| Amazon (AMZN) | 4.7 | $7.8M | 20k | 398.78 | |
| Blackstone | 4.2 | $6.9M | 220k | 31.50 | |
| Biogen Idec (BIIB) | 3.8 | $6.4M | 23k | 279.74 | |
| 3.6 | $6.0M | 5.4k | 1120.75 | ||
| Union Pacific Corporation (UNP) | 2.9 | $4.8M | 28k | 168.00 | |
| Qihoo 360 Technologies Co Lt | 2.8 | $4.6M | 56k | 82.04 | |
| Boeing Company (BA) | 2.7 | $4.6M | 33k | 136.50 | |
| Himax Technologies (HIMX) | 2.7 | $4.5M | 305k | 14.71 | |
| Baidu (BIDU) | 2.7 | $4.5M | 25k | 177.89 | |
| Avago Technologies | 2.6 | $4.3M | 81k | 52.89 | |
| Apple (AAPL) | 2.6 | $4.3M | 7.6k | 561.05 | |
| Via | 2.4 | $4.0M | 45k | 87.33 | |
| New Oriental Education & Tech | 2.4 | $3.9M | 124k | 31.50 | |
| Cummins (CMI) | 2.3 | $3.9M | 28k | 140.98 | |
| MasterCard Incorporated (MA) | 2.3 | $3.8M | 4.6k | 835.43 | |
| TJX Companies (TJX) | 2.1 | $3.4M | 54k | 63.73 | |
| Ameriprise Financial (AMP) | 2.0 | $3.4M | 29k | 115.03 | |
| T. Rowe Price (TROW) | 2.0 | $3.3M | 40k | 83.76 | |
| Ecolab (ECL) | 2.0 | $3.3M | 32k | 104.26 | |
| McKesson Corporation (MCK) | 1.7 | $2.8M | 17k | 161.38 | |
| Costco Wholesale Corporation (COST) | 1.7 | $2.8M | 23k | 119.01 | |
| Nike (NKE) | 1.6 | $2.6M | 33k | 78.64 | |
| Alliance Data Systems Corporation (BFH) | 1.5 | $2.5M | 9.5k | 262.95 | |
| Adobe Systems Incorporated (ADBE) | 1.3 | $2.2M | 37k | 59.89 | |
| Walt Disney Company (DIS) | 1.3 | $2.1M | 28k | 76.39 | |
| United Technologies Corporation | 1.3 | $2.1M | 19k | 113.78 | |
| CBS Corporation | 1.2 | $2.1M | 32k | 63.73 | |
| priceline.com Incorporated | 1.2 | $2.0M | 1.7k | 1162.18 | |
| Tractor Supply Company (TSCO) | 1.2 | $2.0M | 26k | 77.60 | |
| Fomento Economico Mexicano SAB (FMX) | 1.2 | $1.9M | 20k | 97.88 | |
| ICICI Bank (IBN) | 1.1 | $1.9M | 52k | 37.17 | |
| CVS Caremark Corporation (CVS) | 1.1 | $1.9M | 27k | 71.57 | |
| Yandex Nv-a (YNDX) | 1.1 | $1.9M | 44k | 43.16 | |
| Ambev Sa- (ABEV) | 1.1 | $1.8M | 246k | 7.35 | |
| Northrop Grumman Corporation (NOC) | 1.1 | $1.8M | 16k | 114.62 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 1.1 | $1.8M | 21k | 83.66 | |
| Starbucks Corporation (SBUX) | 1.0 | $1.7M | 22k | 78.40 | |
| Credicorp (BAP) | 1.0 | $1.7M | 13k | 132.71 | |
| Dow Chemical Company | 1.0 | $1.7M | 38k | 44.41 | |
| Gilead Sciences (GILD) | 1.0 | $1.7M | 22k | 75.16 | |
| Perrigo Company | 1.0 | $1.7M | 11k | 153.45 | |
| Humana (HUM) | 1.0 | $1.7M | 16k | 103.21 | |
| Discovery Communications | 1.0 | $1.6M | 18k | 90.45 | |
| Lockheed Martin Corporation (LMT) | 1.0 | $1.6M | 11k | 148.69 | |
| Facebook Inc cl a (META) | 0.9 | $1.6M | 29k | 54.67 | |
| American Express Company (AXP) | 0.9 | $1.6M | 17k | 90.70 | |
| Schlumberger (SLB) | 0.9 | $1.5M | 16k | 90.12 | |
| Xilinx | 0.9 | $1.4M | 31k | 45.93 | |
| Banco Bradesco SA (BBD) | 0.9 | $1.4M | 115k | 12.53 | |
| Celgene Corporation | 0.8 | $1.4M | 8.3k | 168.97 | |
| Helmerich & Payne (HP) | 0.8 | $1.4M | 16k | 84.09 | |
| Visa (V) | 0.8 | $1.4M | 6.2k | 222.74 | |
| Precision Castparts | 0.8 | $1.3M | 4.8k | 269.38 | |
| Towers Watson & Co | 0.7 | $1.1M | 8.7k | 127.59 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $965k | 17k | 58.48 | |
| Amphenol Corporation (APH) | 0.6 | $927k | 10k | 89.13 | |
| Colgate-Palmolive Company (CL) | 0.6 | $919k | 14k | 65.18 | |
| Allstate Corporation (ALL) | 0.5 | $894k | 16k | 54.51 | |
| PowerShares QQQ Trust, Series 1 | 0.4 | $727k | 500.00 | 1454.00 | |
| SM Energy (SM) | 0.4 | $731k | 8.8k | 83.07 | |
| REPCOM cla | 0.4 | $729k | 15k | 50.28 | |
| EOG Resources (EOG) | 0.4 | $688k | 4.1k | 167.80 | |
| Canadian Natl Ry (CNI) | 0.3 | $433k | 7.6k | 56.97 |
