Marvin & Palmer Associates as of Dec. 31, 2015
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 50 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Jd (JD) | 6.5 | $6.3M | 196k | 32.26 | |
| Fabrinet (FN) | 5.3 | $5.2M | 218k | 23.82 | |
| Facebook Inc cl a (META) | 4.2 | $4.1M | 39k | 104.65 | |
| Apple (AAPL) | 3.7 | $3.6M | 34k | 105.26 | |
| Goldman Sachs (GS) | 3.4 | $3.3M | 18k | 180.25 | |
| Market Vectors Vietnam ETF. | 3.1 | $3.1M | 208k | 14.80 | |
| Morgan Stanley (MS) | 3.1 | $3.0M | 96k | 31.81 | |
| Expedia (EXPE) | 3.1 | $3.0M | 24k | 124.32 | |
| Amazon (AMZN) | 3.0 | $2.9M | 4.4k | 675.92 | |
| Northrop Grumman Corporation (NOC) | 3.0 | $2.9M | 15k | 188.78 | |
| Home Depot (HD) | 2.9 | $2.8M | 21k | 132.23 | |
| Charles Schwab Corporation (SCHW) | 2.8 | $2.8M | 84k | 32.93 | |
| Lowe's Companies (LOW) | 2.8 | $2.7M | 36k | 76.04 | |
| Alphabet Inc Class A cs (GOOGL) | 2.8 | $2.7M | 3.5k | 778.07 | |
| Blackstone | 2.7 | $2.6M | 90k | 29.24 | |
| Gilead Sciences (GILD) | 2.6 | $2.5M | 25k | 101.19 | |
| Raytheon Company | 2.5 | $2.5M | 20k | 124.55 | |
| Texas Instruments Incorporated (TXN) | 2.4 | $2.3M | 43k | 54.80 | |
| Ishares Inc emkts asia idx (EEMA) | 2.4 | $2.3M | 46k | 50.54 | |
| Regeneron Pharmaceuticals (REGN) | 2.4 | $2.3M | 4.3k | 542.89 | |
| Union Pacific Corporation (UNP) | 2.2 | $2.2M | 28k | 78.20 | |
| Wells Fargo & Company (WFC) | 2.1 | $2.1M | 39k | 54.35 | |
| Amphenol Corporation (APH) | 2.1 | $2.1M | 40k | 52.38 | |
| Medtronic (MDT) | 2.1 | $2.1M | 27k | 77.34 | |
| Kroger (KR) | 2.1 | $2.0M | 49k | 41.82 | |
| Cognizant Technology Solutions (CTSH) | 1.9 | $1.8M | 31k | 60.03 | |
| Fiserv (FI) | 1.9 | $1.8M | 20k | 91.44 | |
| Roper Industries (ROP) | 1.9 | $1.8M | 9.5k | 189.79 | |
| Visa (V) | 1.8 | $1.8M | 23k | 77.53 | |
| priceline.com Incorporated | 1.8 | $1.7M | 1.4k | 1274.73 | |
| Intercontinental Exchange (ICE) | 1.7 | $1.7M | 6.6k | 256.34 | |
| Nike (NKE) | 1.7 | $1.6M | 26k | 62.66 | |
| Walt Disney Company (DIS) | 1.7 | $1.6M | 16k | 105.83 | |
| Lennar Corporation (LEN) | 1.5 | $1.5M | 30k | 48.93 | |
| Lockheed Martin Corporation (LMT) | 1.4 | $1.4M | 6.5k | 217.16 | |
| Celgene Corporation | 1.2 | $1.2M | 9.9k | 119.80 | |
| iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 1.1 | $1.0M | 20k | 53.38 | |
| Cummins (CMI) | 1.0 | $1.0M | 12k | 88.00 | |
| Amgen (AMGN) | 1.0 | $958k | 5.9k | 162.37 | |
| HDFC Bank (HDB) | 0.8 | $776k | 13k | 61.59 | |
| Biogen Idec (BIIB) | 0.8 | $766k | 2.5k | 306.40 | |
| TAL Education (TAL) | 0.3 | $279k | 6.0k | 46.50 | |
| Grupo Televisa (TV) | 0.2 | $212k | 7.8k | 27.18 | |
| Fomento Economico Mexicano SAB (FMX) | 0.2 | $194k | 2.1k | 92.38 | |
| Banco Macro SA (BMA) | 0.2 | $174k | 3.0k | 58.00 | |
| Taiwan Semiconductor Mfg (TSM) | 0.2 | $162k | 7.1k | 22.82 | |
| Baidu (BIDU) | 0.2 | $163k | 860.00 | 189.53 | |
| Mobileye | 0.1 | $131k | 3.1k | 42.26 | |
| Icon (ICLR) | 0.1 | $70k | 900.00 | 77.78 | |
| Avago Technologies | 0.1 | $58k | 400.00 | 145.00 |
