Marvin & Palmer Associates

Marvin & Palmer Associates as of March 31, 2015

Portfolio Holdings for Marvin & Palmer Associates

Marvin & Palmer Associates holds 59 positions in its portfolio as reported in the March 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.8 $6.7M 54k 124.42
Blackstone 4.0 $4.6M 119k 38.89
Jd (JD) 3.8 $4.4M 151k 29.36
Baidu (BIDU) 3.8 $4.4M 21k 208.42
Union Pacific Corporation (UNP) 3.7 $4.3M 40k 108.32
Facebook Inc cl a (META) 2.8 $3.2M 39k 82.22
Lowe's Companies (LOW) 2.7 $3.1M 42k 74.39
Cummins (CMI) 2.7 $3.1M 22k 138.63
Northrop Grumman Corporation (NOC) 2.6 $3.0M 18k 160.98
Home Depot (HD) 2.5 $2.9M 26k 113.62
Goldman Sachs (GS) 2.5 $2.9M 16k 187.96
Morgan Stanley (MS) 2.5 $2.9M 82k 35.69
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) 2.5 $2.9M 99k 29.45
Gilead Sciences (GILD) 2.5 $2.9M 29k 98.12
Amphenol Corporation (APH) 2.4 $2.8M 48k 59.05
Biogen Idec (BIIB) 2.3 $2.7M 6.4k 422.19
Ameriprise Financial (AMP) 2.3 $2.6M 20k 130.85
Regeneron Pharmaceuticals (REGN) 2.2 $2.5M 5.6k 451.46
Wells Fargo & Company (WFC) 2.2 $2.5M 47k 54.40
IDEXX Laboratories (IDXX) 2.1 $2.5M 16k 154.47
Alexion Pharmaceuticals 2.1 $2.5M 14k 173.31
Applied Materials (AMAT) 2.1 $2.4M 108k 22.56
Lam Research Corporation (LRCX) 2.0 $2.3M 33k 70.42
Cognizant Technology Solutions (CTSH) 2.0 $2.3M 37k 62.38
Kroger (KR) 1.9 $2.3M 29k 76.67
Nordstrom (JWN) 1.9 $2.2M 27k 80.33
McKesson Corporation (MCK) 1.9 $2.2M 9.6k 226.49
CIGNA Corporation 1.7 $2.0M 15k 129.48
Walt Disney Company (DIS) 1.7 $2.0M 19k 104.87
CVS Caremark Corporation (CVS) 1.6 $1.9M 18k 103.23
Legg Mason 1.6 $1.8M 32k 55.36
Texas Instruments Incorporated (TXN) 1.5 $1.7M 30k 57.20
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) 1.5 $1.7M 27k 64.00
Ishares Inc emkts asia idx (EEMA) 1.5 $1.7M 28k 61.12
Anthem (ELV) 1.4 $1.7M 11k 154.42
Medtronic 1.4 $1.6M 21k 78.28
Nike (NKE) 1.4 $1.6M 16k 100.63
Amgen (AMGN) 1.4 $1.6M 10k 159.90
Lockheed Martin Corporation (LMT) 1.3 $1.5M 7.6k 202.89
Fiserv (FI) 1.2 $1.4M 17k 79.42
Celgene Corporation 1.2 $1.3M 12k 115.28
ICICI Bank (IBN) 1.1 $1.3M 125k 10.36
Ishares Inc msci india index (INDA) 1.1 $1.3M 39k 32.08
Advance Auto Parts (AAP) 0.9 $1.1M 7.3k 149.79
Air Products & Chemicals (APD) 0.9 $1.0M 6.8k 152.06
HDFC Bank (HDB) 0.7 $807k 14k 58.91
Infosys Technologies (INFY) 0.5 $516k 15k 35.10
Google 0.4 $499k 900.00 554.44
Amazon (AMZN) 0.4 $465k 1.3k 372.00
Grupo Televisa (TV) 0.4 $416k 13k 33.02
Fomento Economico Mexicano SAB (FMX) 0.2 $252k 2.7k 93.33
Credicorp (BAP) 0.2 $225k 1.6k 140.62
Banco Bradesco SA (BBD) 0.2 $225k 24k 9.30
Taiwan Semiconductor Mfg (TSM) 0.2 $211k 9.0k 23.44
SK Tele 0.1 $158k 5.8k 27.24
Icon (ICLR) 0.1 $113k 1.6k 70.62
Tata Motors 0.1 $90k 2.0k 45.00
Nxp Semiconductors N V (NXPI) 0.1 $90k 900.00 100.00
Avago Technologies 0.1 $76k 600.00 126.67