Marvin & Palmer Associates as of Sept. 30, 2010
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 83 positions in its portfolio as reported in the September 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 3.7 | $74M | 470k | 157.06 | |
| VMware | 3.7 | $73M | 863k | 84.94 | |
| Cognizant Technology Solutions (CTSH) | 3.6 | $72M | 1.1M | 64.47 | |
| Apple (AAPL) | 3.6 | $72M | 253k | 283.75 | |
| salesforce (CRM) | 3.5 | $70M | 623k | 111.80 | |
| Precision Castparts | 3.1 | $61M | 482k | 127.35 | |
| Nike (NKE) | 2.9 | $58M | 727k | 80.41 | |
| NetApp (NTAP) | 2.7 | $54M | 1.1M | 49.79 | |
| Pepsi (PEP) | 2.6 | $52M | 788k | 66.44 | |
| ICICI Bank (IBN) | 2.6 | $52M | 1.0M | 49.85 | |
| Cummins (CMI) | 2.5 | $50M | 555k | 90.58 | |
| Intuit (INTU) | 2.2 | $43M | 991k | 43.81 | |
| Vale (VALE) | 2.1 | $43M | 1.4M | 31.27 | |
| Union Pacific Corporation (UNP) | 2.1 | $42M | 512k | 82.13 | |
| United Technologies Corporation | 2.1 | $42M | 587k | 71.23 | |
| Joy Global | 2.0 | $41M | 582k | 70.32 | |
| Baidu (BIDU) | 2.0 | $41M | 394k | 102.62 | |
| Akamai Technologies (AKAM) | 1.9 | $37M | 740k | 50.18 | |
| Boeing Company (BA) | 1.8 | $36M | 542k | 66.54 | |
| TJX Companies (TJX) | 1.7 | $35M | 776k | 44.63 | |
| Banco Itau Holding Financeira (ITUB) | 1.7 | $35M | 1.4M | 24.19 | |
| General Mills (GIS) | 1.6 | $33M | 896k | 36.54 | |
| Caterpillar (CAT) | 1.6 | $32M | 402k | 78.68 | |
| Schlumberger (SLB) | 1.6 | $31M | 503k | 61.82 | |
| Ctrip.com International | 1.5 | $30M | 624k | 47.75 | |
| Companhia Siderurgica Nacional (SID) | 1.5 | $29M | 1.7M | 17.67 | |
| Goldcorp | 1.4 | $29M | 666k | 43.52 | |
| McKesson Corporation (MCK) | 1.4 | $29M | 467k | 61.96 | |
| Procter & Gamble Company (PG) | 1.4 | $27M | 454k | 59.97 | |
| Petroleo Brasileiro SA (PBR) | 1.2 | $23M | 640k | 36.27 | |
| Life Technologies | 1.1 | $23M | 495k | 46.69 | |
| Xilinx | 1.1 | $22M | 839k | 26.64 | |
| Mobile TeleSystems OJSC | 1.1 | $22M | 1.0M | 21.23 | |
| Infosys Technologies (INFY) | 1.1 | $22M | 324k | 67.31 | |
| Hasbro (HAS) | 1.1 | $22M | 486k | 44.51 | |
| Cisco Systems (CSCO) | 1.1 | $22M | 987k | 21.90 | |
| EMC Corporation | 1.1 | $21M | 1.0M | 20.31 | |
| Cliffs Natural Resources | 1.0 | $21M | 324k | 63.92 | |
| Mechel OAO | 1.0 | $21M | 822k | 24.90 | |
| Newmont Mining Corporation (NEM) | 1.0 | $21M | 326k | 62.81 | |
| Freeport-McMoRan Copper & Gold (FCX) | 1.0 | $19M | 225k | 85.39 | |
| Deere & Company (DE) | 0.9 | $19M | 268k | 70.08 | |
| 0.9 | $19M | 35k | 525.78 | ||
| Target Corporation (TGT) | 0.9 | $18M | 344k | 53.44 | |
| Companhia de Bebidas das Americas | 0.9 | $18M | 140k | 125.76 | |
| Wells Fargo & Company (WFC) | 0.9 | $18M | 704k | 25.13 | |
| Avago Technologies | 0.9 | $18M | 782k | 22.51 | |
| Agilent Technologies Inc C ommon (A) | 0.9 | $17M | 518k | 33.37 | |
| Bucyrus International | 0.8 | $17M | 244k | 69.35 | |
| Amphenol Corporation (APH) | 0.8 | $16M | 335k | 48.99 | |
| Oracle Corporation (ORCL) | 0.8 | $16M | 579k | 26.85 | |
| Express Scripts | 0.8 | $16M | 323k | 48.70 | |
| Rockwell Collins | 0.7 | $15M | 253k | 58.25 | |
| Expedia | 0.7 | $14M | 487k | 28.23 | |
| F5 Networks (FFIV) | 0.7 | $14M | 130k | 103.81 | |
| Altria (MO) | 0.6 | $12M | 509k | 24.39 | |
| CIGNA Corporation | 0.6 | $12M | 342k | 35.78 | |
| American Tower Corporation | 0.6 | $12M | 230k | 51.26 | |
| Ternium (TX) | 0.6 | $12M | 356k | 32.65 | |
| Continental Resources | 0.6 | $11M | 236k | 46.36 | |
| Windstream Corporation | 0.5 | $11M | 857k | 12.54 | |
| O'Reilly Automotive | 0.5 | $11M | 204k | 53.20 | |
| Canadian Natl Ry (CNI) | 0.5 | $9.4M | 146k | 64.02 | |
| Bancolombia (CIB) | 0.5 | $9.3M | 141k | 65.95 | |
| Credicorp (BAP) | 0.4 | $8.9M | 78k | 113.89 | |
| CSX Corporation (CSX) | 0.4 | $8.6M | 156k | 55.32 | |
| Banco Bradesco SA (BBD) | 0.4 | $8.4M | 412k | 20.39 | |
| Sociedad Quimica y Minera (SQM) | 0.4 | $8.2M | 171k | 48.24 | |
| Pioneer Natural Resources | 0.4 | $7.8M | 119k | 65.07 | |
| Central European Distribution | 0.3 | $6.9M | 310k | 22.32 | |
| Lan Airlines | 0.3 | $7.1M | 240k | 29.44 | |
| Cosan Ltd shs a | 0.3 | $6.8M | 583k | 11.59 | |
| E-House | 0.3 | $5.5M | 289k | 18.87 | |
| Prudential Financial (PRU) | 0.2 | $4.0M | 74k | 54.18 | |
| VanceInfo Technologies | 0.2 | $3.6M | 110k | 32.34 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $3.5M | 91k | 38.07 | |
| Bank of America Corporation (BAC) | 0.1 | $2.8M | 214k | 13.11 | |
| SPDR Gold Trust (GLD) | 0.1 | $2.8M | 22k | 127.91 | |
| PNC Financial Services (PNC) | 0.1 | $2.4M | 46k | 51.91 | |
| Goldman Sachs (GS) | 0.1 | $1.5M | 11k | 144.57 | |
| Sterlite Industries India | 0.1 | $1.4M | 96k | 14.98 | |
| IPATH MSCI India Index Etn | 0.1 | $1.5M | 20k | 75.74 | |
| Vivo Participacoes SA | 0.0 | $299k | 11k | 27.18 |
