Marvin & Palmer Associates as of June 30, 2010
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 82 positions in its portfolio as reported in the June 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| salesforce (CRM) | 3.9 | $67M | 776k | 85.82 | |
| VMware | 3.9 | $67M | 1.1M | 62.59 | |
| Apple (AAPL) | 3.8 | $66M | 260k | 251.53 | |
| Cognizant Technology Solutions (CTSH) | 3.3 | $57M | 1.1M | 50.06 | |
| Amazon (AMZN) | 3.2 | $55M | 499k | 109.26 | |
| Nike (NKE) | 2.9 | $50M | 743k | 67.82 | |
| Precision Castparts | 2.8 | $48M | 463k | 102.92 | |
| NetApp (NTAP) | 2.4 | $41M | 1.1M | 37.31 | |
| ICICI Bank (IBN) | 2.3 | $39M | 1.1M | 36.68 | |
| Cisco Systems (CSCO) | 2.3 | $39M | 1.8M | 21.31 | |
| Cummins (CMI) | 2.1 | $36M | 555k | 65.13 | |
| Union Pacific Corporation (UNP) | 2.0 | $35M | 501k | 69.84 | |
| Vale (VALE) | 2.0 | $34M | 1.4M | 24.35 | |
| United Technologies Corporation | 1.9 | $34M | 516k | 64.91 | |
| TJX Companies (TJX) | 1.9 | $33M | 794k | 41.95 | |
| Boeing Company (BA) | 1.9 | $33M | 522k | 62.75 | |
| McKesson Corporation (MCK) | 1.9 | $32M | 477k | 67.34 | |
| Akamai Technologies (AKAM) | 1.7 | $30M | 735k | 40.57 | |
| Pepsi (PEP) | 1.7 | $29M | 480k | 60.95 | |
| Companhia Siderurgica Nacional (SID) | 1.7 | $29M | 1.9M | 15.27 | |
| Schlumberger (SLB) | 1.6 | $28M | 511k | 55.55 | |
| Ctrip.com International | 1.6 | $28M | 743k | 37.56 | |
| Joy Global | 1.6 | $27M | 540k | 50.09 | |
| Cliffs Natural Resources | 1.6 | $27M | 569k | 47.16 | |
| Caterpillar (CAT) | 1.5 | $26M | 431k | 60.07 | |
| Procter & Gamble Company (PG) | 1.5 | $26M | 433k | 59.98 | |
| Colgate-Palmolive Company (CL) | 1.4 | $24M | 305k | 78.76 | |
| Banco Itau Holding Financeira (ITUB) | 1.4 | $24M | 1.3M | 18.02 | |
| Baidu (BIDU) | 1.2 | $21M | 313k | 68.08 | |
| EMC Corporation | 1.2 | $21M | 1.2M | 18.30 | |
| Goldcorp | 1.2 | $21M | 471k | 43.85 | |
| Petroleo Brasileiro SA (PBR) | 1.2 | $21M | 598k | 34.32 | |
| Newmont Mining Corporation (NEM) | 1.2 | $21M | 333k | 61.74 | |
| Hasbro (HAS) | 1.2 | $20M | 497k | 41.10 | |
| Infosys Technologies (INFY) | 1.2 | $20M | 337k | 59.91 | |
| Target Corporation (TGT) | 1.2 | $20M | 411k | 49.17 | |
| Stryker Corporation (SYK) | 1.1 | $19M | 381k | 50.21 | |
| Mobile TeleSystems OJSC | 1.1 | $19M | 994k | 19.16 | |
| Wells Fargo & Company (WFC) | 1.1 | $19M | 725k | 25.60 | |
| Microsoft Corporation (MSFT) | 1.1 | $18M | 786k | 23.01 | |
| Prudential Financial (PRU) | 1.1 | $18M | 338k | 53.66 | |
| WellPoint | 1.0 | $18M | 357k | 48.93 | |
| McDermott International | 1.0 | $17M | 794k | 21.66 | |
| General Mills (GIS) | 0.9 | $16M | 463k | 35.52 | |
| Life Technologies | 0.9 | $16M | 346k | 47.25 | |
| Mechel OAO | 0.9 | $16M | 854k | 18.14 | |
| Home Depot (HD) | 0.9 | $16M | 554k | 28.07 | |
| Fibria Celulose | 0.9 | $16M | 1.1M | 14.80 | |
| Express Scripts | 0.9 | $15M | 328k | 47.02 | |
| Agilent Technologies Inc C ommon (A) | 0.9 | $15M | 531k | 28.43 | |
| Companhia de Bebidas das Americas | 0.8 | $14M | 142k | 101.01 | |
| SanDisk Corporation | 0.8 | $14M | 327k | 42.07 | |
| Rockwell Collins | 0.8 | $13M | 252k | 53.13 | |
| PNC Financial Services (PNC) | 0.8 | $13M | 232k | 56.50 | |
| V.F. Corporation (VFC) | 0.8 | $13M | 185k | 71.18 | |
| Oracle Corporation (ORCL) | 0.7 | $13M | 586k | 21.46 | |
| Seagate Technology Com Stk | 0.7 | $12M | 917k | 13.04 | |
| Bucyrus International | 0.7 | $12M | 250k | 47.45 | |
| Micron Technology (MU) | 0.7 | $12M | 1.4M | 8.49 | |
| Intel Corporation (INTC) | 0.7 | $11M | 580k | 19.45 | |
| 0.6 | $11M | 25k | 444.95 | ||
| CIGNA Corporation | 0.6 | $11M | 348k | 31.06 | |
| Continental Resources | 0.6 | $11M | 237k | 44.62 | |
| Amphenol Corporation (APH) | 0.6 | $11M | 270k | 39.29 | |
| O'Reilly Automotive | 0.6 | $9.7M | 205k | 47.56 | |
| Ternium (TX) | 0.6 | $9.6M | 293k | 32.92 | |
| Merck & Co (MRK) | 0.5 | $7.8M | 221k | 35.35 | |
| Pioneer Natural Resources | 0.4 | $7.3M | 122k | 59.46 | |
| Credicorp (BAP) | 0.4 | $7.0M | 77k | 90.89 | |
| Canadian Natl Ry (CNI) | 0.4 | $6.7M | 117k | 57.38 | |
| CSX Corporation (CSX) | 0.4 | $6.8M | 136k | 49.63 | |
| America Movil Sab De Cv spon adr l | 0.4 | $6.6M | 139k | 47.50 | |
| Autodesk (ADSK) | 0.4 | $6.1M | 252k | 24.36 | |
| Cosan Ltd shs a | 0.3 | $5.5M | 591k | 9.34 | |
| BRF Brasil Foods SA (BRFS) | 0.3 | $4.5M | 336k | 13.29 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $3.4M | 93k | 36.61 | |
| Deere & Company (DE) | 0.2 | $3.5M | 63k | 55.98 | |
| Bank of America Corporation (BAC) | 0.2 | $3.1M | 217k | 14.37 | |
| SPDR Gold Trust (GLD) | 0.1 | $2.7M | 22k | 121.68 | |
| Goldman Sachs (GS) | 0.1 | $1.4M | 11k | 131.24 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $591k | 10k | 59.10 | |
| Vivo Participacoes SA | 0.0 | $285k | 11k | 25.91 |
