Marvin & Palmer Associates as of Sept. 30, 2011
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 58 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Baidu (BIDU) | 4.4 | $39M | 362k | 106.91 | |
| Apple (AAPL) | 4.3 | $38M | 99k | 381.32 | |
| Amazon (AMZN) | 4.2 | $37M | 172k | 216.23 | |
| Biogen Idec (BIIB) | 3.4 | $30M | 325k | 93.15 | |
| Avago Technologies | 3.3 | $29M | 898k | 32.77 | |
| Precision Castparts | 3.2 | $29M | 183k | 155.48 | |
| Goldcorp | 3.2 | $28M | 617k | 45.64 | |
| VMware | 2.9 | $26M | 319k | 80.38 | |
| Alexion Pharmaceuticals | 2.6 | $23M | 363k | 64.06 | |
| UnitedHealth (UNH) | 2.5 | $22M | 472k | 46.12 | |
| Cummins (CMI) | 2.5 | $22M | 265k | 81.66 | |
| National-Oilwell Var | 2.4 | $21M | 414k | 51.22 | |
| Humana (HUM) | 2.4 | $21M | 291k | 72.98 | |
| CF Industries Holdings (CF) | 2.4 | $21M | 170k | 123.39 | |
| Union Pacific Corporation (UNP) | 2.3 | $21M | 250k | 82.13 | |
| Intuitive Surgical (ISRG) | 2.2 | $20M | 54k | 364.27 | |
| Qualcomm (QCOM) | 2.2 | $20M | 405k | 48.63 | |
| Symantec Corporation | 2.2 | $20M | 1.2M | 16.30 | |
| Monsanto Company | 2.1 | $19M | 316k | 60.04 | |
| Yum! Brands (YUM) | 2.1 | $18M | 373k | 49.39 | |
| ICICI Bank (IBN) | 2.0 | $18M | 519k | 34.72 | |
| Oracle Corporation (ORCL) | 2.0 | $18M | 623k | 28.74 | |
| Potash Corp. Of Saskatchewan I | 2.0 | $18M | 409k | 43.23 | |
| Joy Global | 2.0 | $17M | 280k | 62.38 | |
| Via | 1.9 | $17M | 434k | 38.99 | |
| Cameron International Corporation | 1.9 | $17M | 401k | 41.54 | |
| Petroleo Brasileiro SA (PBR) | 1.9 | $17M | 739k | 22.45 | |
| Caterpillar (CAT) | 1.8 | $16M | 220k | 73.84 | |
| Vale (VALE) | 1.8 | $16M | 702k | 22.80 | |
| International Business Machines (IBM) | 1.7 | $15M | 87k | 175.03 | |
| Deere & Company (DE) | 1.7 | $15M | 225k | 64.98 | |
| Costco Wholesale Corporation (COST) | 1.6 | $14M | 169k | 82.13 | |
| Fomento Economico Mexicano SAB (FMX) | 1.6 | $14M | 212k | 64.82 | |
| Peabody Energy Corporation | 1.4 | $12M | 357k | 33.88 | |
| Lorillard | 1.3 | $11M | 103k | 110.70 | |
| Intuit (INTU) | 1.2 | $11M | 225k | 47.44 | |
| FMC Technologies | 1.1 | $9.7M | 259k | 37.60 | |
| Tiffany & Co. | 1.0 | $9.2M | 151k | 61.11 | |
| Honeywell International (HON) | 1.0 | $9.1M | 207k | 43.91 | |
| EMC Corporation | 1.0 | $8.8M | 419k | 20.99 | |
| Comcast Corporation | 1.0 | $8.5M | 412k | 20.72 | |
| Bancolombia (CIB) | 1.0 | $8.4M | 151k | 56.06 | |
| Companhia de Bebidas das Americas | 0.9 | $8.3M | 270k | 30.65 | |
| Accenture (ACN) | 0.9 | $8.2M | 156k | 52.68 | |
| Coach | 0.9 | $7.9M | 152k | 52.06 | |
| Coca-Cola Company (KO) | 0.9 | $7.8M | 115k | 67.64 | |
| Schlumberger (SLB) | 0.8 | $6.6M | 110k | 60.21 | |
| Banco Santander-Chile (BSAC) | 0.7 | $6.3M | 86k | 73.48 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.7 | $6.0M | 198k | 30.45 | |
| Mechel OAO | 0.6 | $5.7M | 558k | 10.19 | |
| Weatherford International Lt reg | 0.6 | $4.9M | 403k | 12.21 | |
| Sociedad Quimica y Minera (SQM) | 0.5 | $4.4M | 91k | 47.81 | |
| Canadian Natl Ry (CNI) | 0.4 | $3.6M | 54k | 66.59 | |
| IntercontinentalEx.. | 0.4 | $3.4M | 29k | 118.20 | |
| U.S. Bancorp (USB) | 0.4 | $3.4M | 142k | 23.55 | |
| Ameriprise Financial (AMP) | 0.3 | $2.8M | 70k | 39.39 | |
| 0.2 | $1.4M | 2.7k | 515.19 | ||
| Goldman Sachs (GS) | 0.1 | $993k | 11k | 94.57 |
