Marvin & Palmer Associates as of March 31, 2013
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 63 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fomento Economico Mexicano SAB (FMX) | 5.4 | $9.8M | 86k | 113.50 | |
| Union Pacific Corporation (UNP) | 4.2 | $7.6M | 54k | 142.41 | |
| Biogen Idec (BIIB) | 3.9 | $7.1M | 37k | 192.63 | |
| Amazon (AMZN) | 3.4 | $6.1M | 23k | 266.48 | |
| Home Depot (HD) | 3.3 | $6.0M | 86k | 69.78 | |
| Companhia de Bebidas das Americas | 3.2 | $5.8M | 137k | 42.33 | |
| Discovery Communications | 2.6 | $4.7M | 60k | 78.74 | |
| MasterCard Incorporated (MA) | 2.6 | $4.7M | 8.7k | 541.09 | |
| Apple (AAPL) | 2.5 | $4.5M | 10k | 442.65 | |
| Blackstone | 2.4 | $4.3M | 216k | 19.78 | |
| eBay (EBAY) | 2.4 | $4.2M | 78k | 54.22 | |
| Costco Wholesale Corporation (COST) | 2.3 | $4.1M | 39k | 106.11 | |
| Via | 2.1 | $3.9M | 63k | 61.47 | |
| Roper Industries (ROP) | 2.1 | $3.9M | 30k | 127.29 | |
| 2.1 | $3.7M | 4.7k | 794.22 | ||
| Monsanto Company | 2.0 | $3.6M | 34k | 105.63 | |
| Cummins (CMI) | 1.9 | $3.5M | 30k | 115.82 | |
| T. Rowe Price (TROW) | 1.9 | $3.4M | 46k | 74.87 | |
| ICICI Bank (IBN) | 1.6 | $2.9M | 68k | 42.90 | |
| Concho Resources | 1.6 | $2.9M | 29k | 97.41 | |
| M&T Bank Corporation (MTB) | 1.6 | $2.8M | 27k | 103.18 | |
| Credicorp (BAP) | 1.6 | $2.8M | 17k | 166.07 | |
| BlackRock | 1.5 | $2.7M | 11k | 256.86 | |
| Gilead Sciences (GILD) | 1.4 | $2.6M | 53k | 48.95 | |
| Banco Bradesco SA (BBD) | 1.4 | $2.6M | 151k | 17.02 | |
| TJX Companies (TJX) | 1.4 | $2.5M | 53k | 46.74 | |
| Cheniere Energy (LNG) | 1.4 | $2.5M | 89k | 28.00 | |
| CVS Caremark Corporation (CVS) | 1.3 | $2.4M | 44k | 55.00 | |
| Qualcomm (QCOM) | 1.3 | $2.4M | 36k | 66.94 | |
| Intuit (INTU) | 1.3 | $2.4M | 37k | 65.66 | |
| Nike (NKE) | 1.3 | $2.4M | 40k | 59.00 | |
| Wells Fargo & Company (WFC) | 1.3 | $2.3M | 64k | 36.99 | |
| Accenture (ACN) | 1.3 | $2.3M | 31k | 75.95 | |
| Colgate-Palmolive Company (CL) | 1.3 | $2.3M | 19k | 118.04 | |
| Oracle Corporation (ORCL) | 1.2 | $2.3M | 70k | 32.33 | |
| Walt Disney Company (DIS) | 1.2 | $2.2M | 39k | 56.79 | |
| Celgene Corporation | 1.2 | $2.2M | 19k | 115.89 | |
| Abbott Laboratories (ABT) | 1.2 | $2.2M | 62k | 35.32 | |
| Linkedin Corp | 1.2 | $2.2M | 12k | 176.03 | |
| Allergan | 1.2 | $2.1M | 19k | 111.61 | |
| CBS Corporation | 1.2 | $2.1M | 45k | 46.70 | |
| Goldman Sachs (GS) | 1.2 | $2.1M | 14k | 147.16 | |
| Ametek (AME) | 1.2 | $2.1M | 48k | 43.37 | |
| Tiffany & Co. | 1.1 | $2.0M | 28k | 69.54 | |
| Amgen (AMGN) | 1.1 | $1.9M | 19k | 102.53 | |
| Ecopetrol (EC) | 1.1 | $1.9M | 35k | 54.53 | |
| Allstate Corporation (ALL) | 1.0 | $1.9M | 38k | 49.06 | |
| Kansas City Southern | 1.0 | $1.9M | 17k | 110.89 | |
| BioMarin Pharmaceutical (BMRN) | 1.0 | $1.8M | 29k | 62.27 | |
| DaVita (DVA) | 0.9 | $1.7M | 14k | 118.59 | |
| Cree | 0.9 | $1.6M | 30k | 54.70 | |
| Caterpillar (CAT) | 0.9 | $1.6M | 19k | 86.97 | |
| Workday Inc cl a (WDAY) | 0.9 | $1.6M | 26k | 61.63 | |
| McKesson Corporation (MCK) | 0.9 | $1.6M | 15k | 107.95 | |
| EMC Corporation | 0.8 | $1.5M | 63k | 23.89 | |
| Canadian Natl Ry (CNI) | 0.8 | $1.4M | 14k | 100.29 | |
| Masco Corporation (MAS) | 0.8 | $1.4M | 68k | 20.25 | |
| Ace Limited Cmn | 0.7 | $1.2M | 14k | 88.99 | |
| Amphenol Corporation (APH) | 0.6 | $1.0M | 14k | 74.63 | |
| Youku | 0.6 | $1.0M | 60k | 16.77 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $997k | 21k | 47.48 | |
| PowerShares QQQ Trust, Series 1 | 0.5 | $830k | 1.0k | 830.00 | |
| Verizon Communications (VZ) | 0.2 | $403k | 8.2k | 49.15 |
