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 | |
| 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 |
