Marvin & Palmer Associates as of March 31, 2010
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 86 positions in its portfolio as reported in the March 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 3.3 | $63M | 268k | 235.00 | |
| Cognizant Technology Solutions (CTSH) | 2.8 | $54M | 1.1M | 50.98 | |
| Amazon (AMZN) | 2.6 | $51M | 375k | 135.77 | |
| Cisco Systems (CSCO) | 2.6 | $50M | 1.9M | 26.03 | |
| Precision Castparts | 2.6 | $50M | 394k | 126.71 | |
| priceline.com Incorporated | 2.5 | $48M | 187k | 255.00 | |
| ICICI Bank (IBN) | 2.4 | $47M | 1.1M | 42.70 | |
| salesforce (CRM) | 2.3 | $44M | 585k | 74.45 | |
| WellPoint | 2.2 | $42M | 648k | 64.38 | |
| Wal-Mart Stores (WMT) | 2.1 | $41M | 731k | 55.91 | |
| 2.1 | $41M | 72k | 567.12 | ||
| Microsoft Corporation (MSFT) | 2.0 | $39M | 1.3M | 29.29 | |
| Vale (VALE) | 2.0 | $38M | 1.2M | 32.19 | |
| Companhia Siderurgica Nacional (SID) | 2.0 | $38M | 957k | 39.93 | |
| United Technologies Corporation | 2.0 | $38M | 515k | 73.61 | |
| Banco Itau Holding Financeira (ITUB) | 2.0 | $38M | 1.7M | 22.00 | |
| Juniper Networks (JNPR) | 1.9 | $38M | 1.2M | 30.68 | |
| Colgate-Palmolive Company (CL) | 1.9 | $37M | 433k | 85.26 | |
| EMC Corporation | 1.9 | $37M | 2.0M | 18.04 | |
| NetApp (NTAP) | 1.9 | $36M | 1.1M | 32.54 | |
| Schlumberger (SLB) | 1.8 | $34M | 532k | 63.68 | |
| Gilead Sciences (GILD) | 1.8 | $34M | 741k | 45.47 | |
| Boeing Company (BA) | 1.7 | $33M | 448k | 72.61 | |
| Life Technologies | 1.6 | $32M | 610k | 52.27 | |
| Celgene Corporation | 1.6 | $32M | 510k | 61.96 | |
| Union Pacific Corporation (UNP) | 1.6 | $31M | 419k | 73.58 | |
| Petroleo Brasileiro SA (PBR) | 1.5 | $29M | 660k | 44.49 | |
| Procter & Gamble Company (PG) | 1.4 | $28M | 443k | 63.27 | |
| Caterpillar (CAT) | 1.4 | $28M | 440k | 62.85 | |
| Wells Fargo & Company (WFC) | 1.4 | $28M | 889k | 31.12 | |
| VMware | 1.4 | $27M | 509k | 53.30 | |
| Medco Health Solutions | 1.4 | $27M | 411k | 64.56 | |
| Nike (NKE) | 1.3 | $25M | 342k | 73.78 | |
| Johnson & Johnson (JNJ) | 1.2 | $24M | 368k | 65.20 | |
| Companhia de Bebidas das Americas | 1.2 | $24M | 254k | 92.62 | |
| Mobile TeleSystems OJSC | 1.2 | $23M | 413k | 55.50 | |
| Mechel OAO | 1.1 | $22M | 776k | 28.42 | |
| Coca-Cola Company (KO) | 1.1 | $22M | 397k | 55.45 | |
| Target Corporation (TGT) | 1.1 | $22M | 419k | 52.60 | |
| Mosaic Company | 1.1 | $22M | 359k | 60.77 | |
| McDonald's Corporation (MCD) | 1.1 | $21M | 320k | 66.72 | |
| 3M Company (MMM) | 1.1 | $21M | 255k | 83.57 | |
| Pepsi (PEP) | 1.1 | $21M | 320k | 66.16 | |
| Infosys Technologies (INFY) | 1.1 | $21M | 354k | 58.81 | |
| Stryker Corporation (SYK) | 1.1 | $21M | 357k | 57.37 | |
| Teva Pharmaceutical Industries (TEVA) | 1.0 | $19M | 302k | 63.08 | |
| Goldman Sachs (GS) | 0.9 | $17M | 102k | 170.64 | |
| Seagate Technology | 0.9 | $17M | 944k | 18.26 | |
| Qualcomm (QCOM) | 0.9 | $17M | 411k | 41.96 | |
| General Mills (GIS) | 0.9 | $17M | 234k | 70.79 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $16M | 355k | 44.75 | |
| Zimmer Holdings (ZBH) | 0.8 | $16M | 268k | 59.20 | |
| Kohl's Corporation (KSS) | 0.8 | $16M | 286k | 54.78 | |
| Merck & Co (MRK) | 0.8 | $15M | 407k | 37.74 | |
| Philip Morris International (PM) | 0.8 | $15M | 288k | 52.74 | |
| V.F. Corporation (VFC) | 0.8 | $15M | 188k | 80.15 | |
| Visa (V) | 0.8 | $15M | 164k | 91.03 | |
| Oracle Corporation (ORCL) | 0.8 | $15M | 585k | 25.71 | |
| Rockwell Collins | 0.8 | $15M | 238k | 62.59 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.8 | $15M | 175k | 83.54 | |
| Micron Technology (MU) | 0.8 | $15M | 1.4M | 10.37 | |
| Exxon Mobil Corporation (XOM) | 0.8 | $14M | 216k | 66.98 | |
| TJX Companies (TJX) | 0.7 | $14M | 329k | 42.52 | |
| Abbott Laboratories (ABT) | 0.7 | $14M | 262k | 52.68 | |
| Hewlett-Packard Company | 0.6 | $12M | 230k | 53.23 | |
| Transocean (RIG) | 0.6 | $11M | 125k | 86.38 | |
| McDermott International | 0.6 | $11M | 392k | 26.92 | |
| Intel Corporation (INTC) | 0.5 | $10M | 458k | 22.29 | |
| Vivo Participacoes SA | 0.4 | $8.1M | 287k | 28.27 | |
| America Movil Sab De Cv spon adr l | 0.4 | $7.5M | 149k | 50.34 | |
| CSX Corporation (CSX) | 0.4 | $7.1M | 139k | 50.90 | |
| Credicorp (BAP) | 0.4 | $7.1M | 81k | 88.18 | |
| Baidu (BIDU) | 0.3 | $6.6M | 11k | 597.04 | |
| Sociedad Quimica y Minera (SQM) | 0.3 | $6.1M | 162k | 37.39 | |
| Companhia Brasileira de Distrib. | 0.3 | $6.0M | 89k | 67.22 | |
| TIM Participacoes SA | 0.2 | $4.5M | 162k | 27.76 | |
| Mindray Medical International | 0.2 | $4.4M | 121k | 36.62 | |
| Bank of America Corporation (BAC) | 0.2 | $3.9M | 221k | 17.85 | |
| Deere & Company (DE) | 0.2 | $3.8M | 64k | 59.73 | |
| Sterlite Industries India | 0.2 | $3.2M | 171k | 18.61 | |
| AFLAC Incorporated (AFL) | 0.1 | $2.8M | 52k | 54.30 | |
| Banco Santander (BSBR) | 0.0 | $100k | 8.0k | 12.50 | |
| Ultra Petroleum | 0.0 | $121k | 2.6k | 46.54 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $220k | 9.0k | 24.44 | |
| Warner Chilcott Plc - | 0.0 | $145k | 5.7k | 25.44 | |
| Pos (PKX) | 0.0 | $94k | 800.00 | 117.50 |
