Marvin & Palmer Associates

Marvin & Palmer Associates as of Dec. 31, 2010

Portfolio Holdings for Marvin & Palmer Associates

Marvin & Palmer Associates holds 72 positions in its portfolio as reported in the December 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 3.9 $58M 322k 180.00
Cognizant Technology Solutions (CTSH) 3.8 $56M 765k 73.29
Apple (AAPL) 3.6 $54M 167k 322.56
Cummins (CMI) 2.8 $42M 384k 110.01
Nike (NKE) 2.8 $42M 489k 85.42
NetApp (NTAP) 2.7 $41M 742k 54.96
National-Oilwell Var 2.7 $40M 594k 67.25
VMware 2.6 $39M 443k 88.91
Precision Castparts 2.6 $39M 281k 139.24
Vale (VALE) 2.6 $39M 1.1M 34.57
Caterpillar (CAT) 2.5 $38M 406k 93.66
salesforce (CRM) 2.5 $37M 277k 132.00
Freeport-McMoRan Copper & Gold (FCX) 2.4 $36M 302k 120.09
ICICI Bank (IBN) 2.4 $35M 695k 50.64
Joy Global 2.3 $35M 401k 86.75
Union Pacific Corporation (UNP) 2.3 $34M 364k 93.04
Intuit (INTU) 2.2 $33M 671k 49.30
Coach 2.2 $33M 593k 55.42
Avago Technologies 2.0 $30M 1.1M 28.41
FMC Technologies 2.0 $30M 333k 88.91
Cameron International Corporation 2.0 $30M 581k 50.73
Peabody Energy Corporation 2.0 $29M 458k 63.98
Schlumberger (SLB) 1.9 $29M 345k 83.71
CF Industries Holdings (CF) 1.9 $28M 207k 135.15
Yum! Brands (YUM) 1.9 $28M 563k 49.05
Deere & Company (DE) 1.8 $28M 330k 83.40
Goldcorp 1.8 $27M 592k 45.98
Baidu (BIDU) 1.6 $24M 251k 96.53
Akamai Technologies (AKAM) 1.6 $24M 509k 47.05
Banco Itau Holding Financeira (ITUB) 1.5 $22M 928k 24.02
Petroleo Brasileiro SA (PBR) 1.4 $21M 555k 38.07
Infosys Technologies (INFY) 1.3 $20M 258k 76.08
Costco Wholesale Corporation (COST) 1.2 $18M 250k 72.21
United Technologies Corporation 1.2 $18M 225k 78.72
Illumina (ILMN) 1.2 $18M 277k 63.34
Cliffs Natural Resources 1.2 $18M 224k 78.01
Companhia de Bebidas das Americas 1.1 $17M 556k 31.03
Monsanto Company 1.1 $17M 247k 69.64
Mechel OAO 1.1 $16M 551k 29.23
Hasbro (HAS) 1.0 $16M 330k 47.18
Google 1.0 $15M 26k 593.98
Starbucks Corporation (SBUX) 0.9 $13M 413k 32.13
Amphenol Corporation (APH) 0.8 $13M 238k 52.80
F5 Networks (FFIV) 0.8 $13M 97k 130.15
Ball Corporation (BALL) 0.8 $12M 183k 68.05
Xilinx 0.8 $12M 420k 28.98
Oracle Corporation (ORCL) 0.8 $12M 391k 31.30
Express Scripts 0.8 $12M 225k 54.05
Tiffany & Co. 0.8 $12M 189k 62.52
Chipotle Mexican Grill (CMG) 0.7 $11M 52k 212.66
America Movil Sab De Cv spon adr l 0.7 $10M 179k 57.34
Alexion Pharmaceuticals 0.6 $8.9M 110k 80.56
Altria (MO) 0.6 $8.6M 346k 25.00
Credicorp (BAP) 0.6 $8.7M 73k 118.91
Bancolombia (CIB) 0.6 $8.2M 132k 62.25
Banco Bradesco SA (BBD) 0.5 $8.0M 388k 20.62
Cosan Ltd shs a 0.5 $7.6M 556k 13.62
Estee Lauder Companies (EL) 0.5 $7.5M 93k 80.70
CSX Corporation (CSX) 0.5 $7.3M 114k 64.61
Central European Distribution 0.5 $7.3M 319k 22.90
Canadian Natl Ry (CNI) 0.5 $6.9M 104k 66.47
Sociedad Quimica y Minera (SQM) 0.5 $6.7M 114k 58.42
Pioneer Natural Resources 0.4 $6.5M 74k 86.82
Whole Foods Market 0.4 $6.1M 120k 50.59
VanceInfo Technologies 0.3 $5.0M 144k 34.54
T. Rowe Price (TROW) 0.3 $4.1M 63k 64.54
Wells Fargo & Company (WFC) 0.3 $3.9M 127k 30.99
Goldman Sachs (GS) 0.2 $3.8M 23k 168.18
SPDR Gold Trust (GLD) 0.2 $3.1M 22k 138.73
IPATH MSCI India Index Etn 0.1 $1.7M 22k 77.64
Companhia Siderurgica Nacional (SID) 0.0 $433k 26k 16.65
Vivo Participacoes SA 0.0 $358k 11k 32.55