Marvin & Palmer Associates as of Sept. 30, 2015
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 49 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 4.6 | $3.9M | 35k | 110.30 | |
| Jd (JD) | 4.6 | $3.8M | 148k | 26.06 | |
| Facebook Inc cl a (META) | 4.3 | $3.6M | 41k | 89.89 | |
| Goldman Sachs (GS) | 3.9 | $3.3M | 19k | 173.76 | |
| Morgan Stanley (MS) | 3.7 | $3.1M | 98k | 31.50 | |
| Blackstone | 3.5 | $2.9M | 93k | 31.67 | |
| Expedia (EXPE) | 3.5 | $2.9M | 25k | 117.67 | |
| Northrop Grumman Corporation (NOC) | 3.1 | $2.6M | 16k | 165.94 | |
| Lowe's Companies (LOW) | 3.1 | $2.6M | 38k | 68.92 | |
| Home Depot (HD) | 3.0 | $2.5M | 22k | 115.49 | |
| Gilead Sciences (GILD) | 3.0 | $2.5M | 26k | 98.19 | |
| Union Pacific Corporation (UNP) | 3.0 | $2.5M | 28k | 88.40 | |
| Charles Schwab Corporation (SCHW) | 3.0 | $2.5M | 87k | 28.56 | |
| Ishares Inc emkts asia idx (EEMA) | 2.8 | $2.3M | 46k | 50.26 | |
| Amazon (AMZN) | 2.7 | $2.3M | 4.5k | 511.88 | |
| Cummins (CMI) | 2.7 | $2.3M | 21k | 108.56 | |
| Amphenol Corporation (APH) | 2.5 | $2.1M | 41k | 51.07 | |
| Wells Fargo & Company (WFC) | 2.5 | $2.1M | 40k | 51.35 | |
| Regeneron Pharmaceuticals (REGN) | 2.5 | $2.0M | 4.4k | 465.15 | |
| Cognizant Technology Solutions (CTSH) | 2.4 | $2.0M | 32k | 62.62 | |
| Alexion Pharmaceuticals | 2.3 | $1.9M | 12k | 156.37 | |
| Lam Research Corporation (LRCX) | 2.2 | $1.9M | 29k | 65.35 | |
| Medtronic (MDT) | 2.2 | $1.9M | 28k | 67.31 | |
| Kroger (KR) | 2.2 | $1.8M | 51k | 36.07 | |
| Texas Instruments Incorporated (TXN) | 2.2 | $1.8M | 37k | 49.53 | |
| priceline.com Incorporated | 2.0 | $1.7M | 1.4k | 1236.63 | |
| Nike (NKE) | 2.0 | $1.7M | 14k | 123.22 | |
| Walt Disney Company (DIS) | 2.0 | $1.6M | 16k | 102.18 | |
| Intercontinental Exchange (ICE) | 1.9 | $1.6M | 6.9k | 235.04 | |
| Roper Industries (ROP) | 1.8 | $1.5M | 9.8k | 156.73 | |
| CVS Caremark Corporation (CVS) | 1.8 | $1.5M | 16k | 96.48 | |
| McKesson Corporation (MCK) | 1.8 | $1.5M | 8.2k | 185.32 | |
| Lockheed Martin Corporation (LMT) | 1.7 | $1.4M | 6.8k | 207.33 | |
| Fiserv (FI) | 1.5 | $1.2M | 14k | 86.62 | |
| Amgen (AMGN) | 1.4 | $1.2M | 8.8k | 138.29 | |
| Celgene Corporation | 1.3 | $1.1M | 10k | 108.21 | |
| HDFC Bank (HDB) | 1.0 | $819k | 13k | 61.12 | |
| Market Vectors Vietnam ETF. | 0.9 | $745k | 48k | 15.49 | |
| Biogen Idec (BIIB) | 0.9 | $730k | 2.5k | 292.00 | |
| 0.7 | $575k | 900.00 | 638.89 | ||
| Grupo Televisa (TV) | 0.3 | $247k | 9.5k | 26.00 | |
| Fomento Economico Mexicano SAB (FMX) | 0.3 | $241k | 2.7k | 89.26 | |
| Mobileye | 0.2 | $200k | 4.4k | 45.45 | |
| Taiwan Semiconductor Mfg (TSM) | 0.2 | $176k | 8.5k | 20.71 | |
| Baidu (BIDU) | 0.2 | $173k | 1.3k | 137.30 | |
| Credicorp (BAP) | 0.2 | $170k | 1.6k | 106.25 | |
| Icon (ICLR) | 0.1 | $114k | 1.6k | 71.25 | |
| Avago Technologies | 0.1 | $75k | 600.00 | 125.00 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $78k | 900.00 | 86.67 |
