Marvin & Palmer Associates

Marvin & Palmer Associates as of March 31, 2011

Portfolio Holdings for Marvin & Palmer Associates

Marvin & Palmer Associates holds 74 positions in its portfolio as reported in the March 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 3.6 $57M 164k 348.51
Amazon (AMZN) 3.6 $57M 316k 180.13
Baidu (BIDU) 3.2 $50M 360k 137.81
National-Oilwell Var 3.0 $48M 605k 79.27
Schlumberger (SLB) 2.6 $41M 443k 93.52
Caterpillar (CAT) 2.6 $41M 364k 111.35
Cognizant Technology Solutions (CTSH) 2.5 $40M 493k 81.40
Joy Global 2.5 $39M 394k 98.81
Peabody Energy Corporation 2.4 $38M 524k 71.96
Vale (VALE) 2.4 $37M 1.1M 33.35
Cliffs Natural Resources 2.3 $37M 373k 98.28
Cameron International Corporation 2.3 $36M 623k 57.10
Union Pacific Corporation (UNP) 2.2 $35M 358k 98.71
NetApp (NTAP) 2.2 $34M 714k 48.15
Talisman Energy Inc Com Stk 2.2 $35M 1.4M 24.70
Intuit (INTU) 2.1 $34M 633k 53.11
Deere & Company (DE) 2.1 $34M 345k 97.23
Qualcomm (QCOM) 2.1 $34M 612k 54.83
Freeport-McMoRan Copper & Gold (FCX) 2.1 $33M 594k 55.55
Avago Technologies 2.1 $33M 1.1M 31.10
FMC Technologies 2.0 $31M 332k 94.48
UnitedHealth (UNH) 2.0 $31M 681k 45.20
Coach 1.9 $31M 584k 52.19
Monsanto Company 1.9 $30M 419k 72.26
Goldcorp 1.9 $29M 583k 49.80
Petroleo Brasileiro SA (PBR) 1.8 $28M 684k 40.60
ICICI Bank (IBN) 1.8 $28M 560k 49.83
CF Industries Holdings (CF) 1.8 $28M 203k 136.79
Oracle Corporation (ORCL) 1.7 $27M 811k 33.43
Precision Castparts 1.6 $26M 175k 147.21
Cummins (CMI) 1.5 $23M 213k 109.62
VMware 1.4 $22M 271k 81.54
Suncor Energy (SU) 1.4 $22M 485k 44.84
Illumina (ILMN) 1.2 $19M 275k 70.07
Via 1.2 $19M 405k 46.52
Costco Wholesale Corporation (COST) 1.1 $18M 247k 73.32
Mechel OAO 1.1 $17M 558k 30.79
Altria (MO) 1.1 $17M 647k 26.41
Honeywell International (HON) 1.1 $17M 283k 59.71
EMC Corporation 1.0 $16M 607k 26.55
Whiting Petroleum Corporation 1.0 $16M 214k 73.45
Comcast Corporation 1.0 $15M 661k 23.22
Infosys Technologies (INFY) 1.0 $15M 211k 71.70
Stryker Corporation (SYK) 1.0 $15M 248k 60.98
Symantec Corporation 1.0 $15M 814k 18.54
Starbucks Corporation (SBUX) 1.0 $15M 408k 36.95
Express Scripts 0.9 $15M 267k 55.61
Yum! Brands (YUM) 0.8 $13M 246k 51.38
Amphenol Corporation (APH) 0.8 $13M 233k 54.40
NVIDIA Corporation (NVDA) 0.8 $12M 664k 18.46
Tiffany & Co. 0.7 $12M 186k 61.69
Banco Itau Holding Financeira (ITUB) 0.7 $11M 447k 24.06
Alexion Pharmaceuticals 0.7 $11M 109k 98.68
America Movil Sab De Cv spon adr l 0.7 $10M 179k 58.10
Companhia de Bebidas das Americas 0.7 $10M 368k 28.31
MercadoLibre (MELI) 0.7 $10M 127k 81.63
Estee Lauder Companies (EL) 0.6 $8.9M 93k 96.36
CSX Corporation (CSX) 0.6 $8.9M 113k 78.60
Grupo Televisa (TV) 0.6 $8.6M 350k 24.53
Hewlett-Packard Company 0.5 $8.3M 202k 41.05
Bancolombia 0.5 $7.6M 121k 63.01
Canadian Natl Ry (CNI) 0.5 $7.4M 99k 75.27
Pioneer Natural Resources 0.5 $7.5M 73k 101.95
Cosan Ltd shs a 0.4 $7.0M 540k 12.90
Intuitive Surgical (ISRG) 0.4 $6.5M 20k 333.45
Sociedad Quimica y Minera (SQM) 0.4 $5.9M 106k 55.26
T. Rowe Price (TROW) 0.3 $4.1M 62k 66.41
Wells Fargo & Company (WFC) 0.2 $4.0M 125k 31.70
Ameriprise Financial (AMP) 0.2 $3.7M 60k 61.08
SPDR Gold Trust (GLD) 0.2 $3.1M 22k 139.86
Goldman Sachs (GS) 0.1 $1.7M 11k 158.48
Google 0.1 $1.6M 2.7k 586.67
Companhia Siderurgica Nacional (SID) 0.0 $433k 26k 16.65
Vivo Participacoes SA 0.0 $444k 11k 40.36