Marvin & Palmer Associates

Marvin & Palmer Associates as of Dec. 31, 2009

Portfolio Holdings for Marvin & Palmer Associates

Marvin & Palmer Associates holds 77 positions in its portfolio as reported in the December 2009 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Banco Itau Holding Financeira (ITUB) 4.0 $80M 3.5M 22.85
Google 3.6 $72M 116k 619.98
Apple (AAPL) 3.5 $71M 336k 210.73
Cognizant Technology Solutions (CTSH) 3.5 $70M 1.5M 45.33
Petroleo Brasileiro SA (PBR) 3.0 $61M 1.3M 47.91
NetApp (NTAP) 3.0 $60M 1.7M 34.36
Amazon (AMZN) 2.7 $54M 401k 134.52
salesforce (CRM) 2.7 $53M 721k 73.77
CSX Corporation (CSX) 2.6 $53M 1.1M 48.49
Cisco Systems (CSCO) 2.5 $49M 2.1M 23.94
Goldman Sachs (GS) 2.4 $49M 290k 168.84
Seagate Technology 2.4 $49M 2.7M 18.19
Freeport-McMoRan Copper & Gold (FCX) 2.4 $48M 597k 80.29
ICICI Bank (IBN) 2.3 $47M 1.2M 37.71
Schlumberger (SLB) 2.3 $46M 701k 65.30
Union Pacific Corporation (UNP) 2.1 $42M 652k 64.17
Companhia Siderurgica Nacional (SID) 1.9 $38M 1.2M 32.11
United Technologies Corporation 1.9 $38M 551k 69.41
EMC Corporation 1.9 $38M 2.2M 17.47
Micron Technology (MU) 1.9 $38M 3.6M 10.56
Life Technologies 1.7 $34M 659k 52.22
Juniper Networks (JNPR) 1.7 $34M 1.3M 26.67
Colgate-Palmolive Company (CL) 1.7 $33M 405k 82.15
Gilead Sciences (GILD) 1.6 $33M 760k 43.27
priceline.com Incorporated 1.6 $33M 151k 218.41
Kohl's Corporation (KSS) 1.5 $30M 565k 53.93
Companhia de Bebidas das Americas 1.5 $29M 291k 101.09
Medco Health Solutions 1.4 $29M 446k 63.91
Mobile TeleSystems OJSC 1.4 $28M 562k 48.89
Vale (VALE) 1.4 $27M 943k 29.03
Precision Castparts 1.3 $27M 242k 110.35
Microsoft Corporation (MSFT) 1.2 $24M 778k 30.48
VMware 1.2 $23M 546k 42.38
3M Company (MMM) 1.1 $23M 274k 82.67
Red Hat 1.1 $22M 700k 30.90
Wells Fargo & Company (WFC) 1.1 $21M 791k 26.99
Adobe Systems Incorporated (ADBE) 1.1 $22M 586k 36.78
Morgan Stanley (MS) 1.1 $21M 711k 29.60
Cummins (CMI) 1.0 $21M 454k 45.86
Nike (NKE) 1.0 $21M 315k 66.34
Mosaic Company 1.0 $21M 345k 59.73
Carnival Corporation (CCL) 1.0 $20M 635k 31.69
Stryker Corporation (SYK) 1.0 $20M 385k 50.52
Target Corporation (TGT) 0.9 $19M 395k 48.37
National-Oilwell Var 0.9 $18M 414k 44.09
WellPoint 0.9 $18M 314k 58.29
Mechel OAO 0.8 $16M 842k 18.82
Texas Instruments Incorporated (TXN) 0.8 $16M 607k 26.06
Caterpillar (CAT) 0.8 $16M 275k 56.99
V.F. Corporation (VFC) 0.8 $15M 211k 73.24
Visa (V) 0.8 $15M 177k 87.46
Coca-Cola Company (KO) 0.7 $15M 260k 57.00
Celgene Corporation 0.7 $15M 265k 55.68
Las Vegas Sands (LVS) 0.7 $14M 947k 14.94
Fibria Celulose 0.7 $14M 606k 22.84
Yahoo! 0.6 $13M 756k 16.78
Infosys Technologies (INFY) 0.6 $12M 224k 55.27
Transocean (RIG) 0.6 $12M 144k 82.80
McDermott International 0.6 $11M 476k 24.01
Vivo Participacoes SA 0.6 $11M 361k 31.00
Broadcom Corporation 0.6 $11M 354k 31.47
Teva Pharmaceutical Industries (TEVA) 0.6 $11M 196k 56.18
Warner Chilcott Plc - 0.5 $9.7M 342k 28.47
Wal-Mart Stores (WMT) 0.5 $9.7M 181k 53.45
Pepsi (PEP) 0.4 $8.8M 143k 61.25
Ultra Petroleum 0.4 $7.9M 159k 49.86
Cerner Corporation 0.4 $7.7M 93k 82.44
Weatherford International Lt reg 0.4 $7.5M 421k 17.91
Southern Copper Corporation (SCCO) 0.3 $6.9M 210k 32.91
Newmont Mining Corporation (NEM) 0.3 $6.7M 141k 47.31
TIM Participacoes SA 0.3 $6.1M 205k 29.71
Baidu (BIDU) 0.3 $5.9M 14k 411.24
Deere & Company (DE) 0.2 $3.7M 69k 54.37
Sterlite Industries India 0.1 $1.3M 71k 18.22
Samsung Electronics Gdr (SSNHZ) 0.0 $350k 1.0k 350.00
Banco Santander (BSBR) 0.0 $113k 8.0k 14.12
KB Financial (KB) 0.0 $193k 3.8k 50.79