Marvin & Palmer Associates

Marvin & Palmer Associates as of March 31, 2012

Portfolio Holdings for Marvin & Palmer Associates

Marvin & Palmer Associates holds 74 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.8 $30M 49k 599.55
Qualcomm (QCOM) 4.1 $25M 369k 68.06
International Business Machines (IBM) 3.9 $24M 115k 208.65
Google 3.6 $22M 35k 641.25
Biogen Idec (BIIB) 3.6 $22M 175k 126.00
Baidu (BIDU) 3.6 $22M 150k 145.77
Goldcorp 3.4 $21M 459k 45.06
Intuitive Surgical (ISRG) 3.0 $18M 34k 541.75
Coach 2.8 $17M 218k 77.50
MasterCard Incorporated (MA) 2.7 $16M 39k 420.54
Yum! Brands (YUM) 2.6 $16M 225k 71.18
Precision Castparts 2.5 $16M 90k 172.93
Alexion Pharmaceuticals 2.5 $16M 168k 92.86
Caterpillar (CAT) 2.5 $15M 145k 106.52
Nike (NKE) 2.5 $15M 141k 108.80
Microsoft Corporation (MSFT) 2.4 $15M 461k 32.25
Union Pacific Corporation (UNP) 2.2 $14M 126k 108.07
Humana (HUM) 2.0 $12M 132k 92.73
SanDisk Corporation 1.9 $12M 242k 49.59
Cummins (CMI) 1.9 $12M 99k 120.04
Costco Wholesale Corporation (COST) 1.9 $12M 128k 90.80
McDonald's Corporation (MCD) 1.6 $9.9M 101k 98.10
Altria (MO) 1.6 $9.9M 315k 31.27
Companhia de Bebidas das Americas 1.6 $9.6M 228k 41.96
Wal-Mart Stores (WMT) 1.4 $8.6M 140k 61.60
Intel Corporation (INTC) 1.4 $8.4M 300k 28.11
Banco Bradesco SA (BBD) 1.3 $8.1M 462k 17.51
Amazon (AMZN) 1.1 $6.7M 33k 202.51
Starbucks Corporation (SBUX) 1.1 $6.6M 119k 55.89
EMC Corporation 1.0 $6.1M 204k 29.88
Exxon Mobil Corporation (XOM) 1.0 $6.1M 70k 86.73
Roper Industries (ROP) 1.0 $6.0M 61k 99.16
Fomento Economico Mexicano SAB (FMX) 0.9 $5.8M 70k 82.27
Intuit (INTU) 0.9 $5.7M 94k 60.16
Chevron Corporation (CVX) 0.9 $5.6M 52k 107.25
Philip Morris International (PM) 0.9 $5.5M 61k 89.38
Petroleo Brasileiro SA (PBR) 0.9 $5.4M 201k 26.69
Abbott Laboratories (ABT) 0.8 $5.1M 83k 61.29
Vale (VALE) 0.8 $4.9M 209k 23.33
Whole Foods Market 0.8 $4.9M 59k 83.20
United Technologies Corporation 0.8 $4.8M 58k 82.93
Coca-Cola Company (KO) 0.8 $4.7M 62k 74.54
Monsanto Company 0.8 $4.6M 58k 79.76
Deere & Company (DE) 0.8 $4.6M 57k 81.36
Oracle Corporation (ORCL) 0.8 $4.6M 159k 29.16
Via 0.7 $4.5M 95k 47.70
Boeing Company (BA) 0.7 $4.4M 60k 74.36
Celgene Corporation 0.7 $4.4M 56k 77.52
T. Rowe Price (TROW) 0.7 $4.3M 66k 65.30
America Movil Sab De Cv spon adr l 0.7 $4.3M 172k 24.83
Amphenol Corporation (APH) 0.7 $4.2M 71k 59.87
Ametek (AME) 0.7 $4.2M 87k 48.51
Schlumberger (SLB) 0.7 $4.1M 58k 70.21
Occidental Petroleum Corporation (OXY) 0.6 $3.9M 41k 95.75
F5 Networks (FFIV) 0.6 $3.9M 29k 134.97
Medtronic 0.6 $3.8M 96k 39.19
priceline.com Incorporated 0.6 $3.7M 5.2k 717.49
Oceaneering International (OII) 0.5 $3.3M 61k 53.89
Nuance Communications 0.5 $3.2M 124k 25.58
Harmony Gold Mining (HMY) 0.5 $3.2M 292k 10.93
Ross Stores (ROST) 0.5 $3.0M 52k 58.11
TJX Companies (TJX) 0.5 $3.0M 75k 39.71
Companhia Brasileira de Distrib. 0.5 $3.0M 64k 47.62
Gerdau SA (GGB) 0.5 $2.7M 285k 9.63
U.S. Bancorp (USB) 0.5 $2.8M 87k 31.88
Ecopetrol (EC) 0.5 $2.8M 46k 61.09
Monster Beverage 0.5 $2.7M 44k 62.08
Herbalife Ltd Com Stk (HLF) 0.4 $2.6M 38k 68.81
National-Oilwell Var 0.4 $2.5M 31k 79.46
Compania Cervecerias Unidas (CCU) 0.4 $2.4M 31k 78.69
Ace Limited Cmn 0.3 $1.7M 23k 73.67
Canadian Natl Ry (CNI) 0.2 $1.5M 19k 79.42
Wells Fargo & Company (WFC) 0.2 $1.4M 40k 34.13
Telefonica Brasil Sa 0.1 $545k 17k 31.96