Marvin & Palmer Associates as of Sept. 30, 2013
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 69 positions in its portfolio as reported in the September 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Youku | 6.7 | $10M | 375k | 27.40 | |
Union Pacific Corporation (UNP) | 3.9 | $5.9M | 38k | 155.33 | |
Biogen Idec (BIIB) | 3.6 | $5.6M | 23k | 240.78 | |
Blackstone | 3.6 | $5.5M | 219k | 24.89 | |
Amazon (AMZN) | 3.4 | $5.2M | 17k | 312.66 | |
3.2 | $5.0M | 5.7k | 875.95 | ||
Fomento Economico Mexicano SAB (FMX) | 3.2 | $4.9M | 50k | 97.08 | |
Qihoo 360 Technologies Co Lt | 3.1 | $4.7M | 56k | 83.21 | |
Boeing Company (BA) | 2.5 | $3.9M | 33k | 117.49 | |
Baidu (BIDU) | 2.5 | $3.9M | 25k | 155.16 | |
Cummins (CMI) | 2.5 | $3.8M | 28k | 132.89 | |
Via | 2.5 | $3.8M | 45k | 83.58 | |
Ford Motor Company (F) | 2.5 | $3.8M | 223k | 16.87 | |
New Oriental Education & Tech | 2.0 | $3.1M | 125k | 24.90 | |
Ecolab (ECL) | 2.0 | $3.1M | 31k | 98.75 | |
MasterCard Incorporated (MA) | 2.0 | $3.0M | 4.5k | 672.71 | |
TJX Companies (TJX) | 2.0 | $3.0M | 53k | 56.39 | |
Humana (HUM) | 1.8 | $2.8M | 30k | 93.34 | |
T. Rowe Price (TROW) | 1.8 | $2.8M | 38k | 71.93 | |
Apple (AAPL) | 1.7 | $2.7M | 5.6k | 476.77 | |
Costco Wholesale Corporation (COST) | 1.7 | $2.6M | 23k | 115.17 | |
Home Depot (HD) | 1.4 | $2.2M | 29k | 75.85 | |
Concho Resources | 1.4 | $2.1M | 20k | 108.82 | |
Walt Disney Company (DIS) | 1.3 | $2.0M | 31k | 64.49 | |
United Technologies Corporation | 1.3 | $2.0M | 19k | 107.81 | |
Companhia de Bebidas das Americas | 1.2 | $1.9M | 50k | 38.34 | |
Linkedin Corp | 1.2 | $1.9M | 7.7k | 246.01 | |
CIGNA Corporation | 1.2 | $1.9M | 24k | 76.85 | |
Nike (NKE) | 1.2 | $1.8M | 25k | 72.64 | |
Visa (V) | 1.2 | $1.8M | 9.5k | 191.05 | |
priceline.com Incorporated | 1.1 | $1.8M | 1.7k | 1010.89 | |
CBS Corporation | 1.1 | $1.7M | 32k | 55.17 | |
Invesco (IVZ) | 1.1 | $1.7M | 52k | 31.90 | |
Starbucks Corporation (SBUX) | 1.1 | $1.6M | 21k | 76.96 | |
Credicorp (BAP) | 1.1 | $1.7M | 13k | 128.45 | |
Banco Bradesco SA (BBD) | 1.0 | $1.6M | 115k | 13.88 | |
ICICI Bank (IBN) | 1.0 | $1.6M | 52k | 30.49 | |
CVS Caremark Corporation (CVS) | 1.0 | $1.5M | 27k | 56.75 | |
Cisco Systems (CSCO) | 1.0 | $1.5M | 63k | 23.43 | |
Discovery Communications | 1.0 | $1.5M | 18k | 84.43 | |
Northrop Grumman Corporation (NOC) | 0.9 | $1.4M | 15k | 95.26 | |
Dow Chemical Company | 0.9 | $1.4M | 38k | 38.40 | |
Xilinx | 0.9 | $1.4M | 31k | 46.86 | |
McKesson Corporation (MCK) | 0.9 | $1.4M | 11k | 128.30 | |
Facebook Inc cl a (META) | 0.9 | $1.4M | 29k | 50.24 | |
Gilead Sciences (GILD) | 0.9 | $1.4M | 22k | 62.88 | |
American Express Company (AXP) | 0.9 | $1.3M | 18k | 75.54 | |
Lockheed Martin Corporation (LMT) | 0.9 | $1.3M | 10k | 127.60 | |
O'reilly Automotive (ORLY) | 0.9 | $1.3M | 10k | 127.60 | |
Celgene Corporation | 0.8 | $1.3M | 8.2k | 154.15 | |
Pioneer Natural Resources | 0.8 | $1.2M | 6.6k | 188.79 | |
Ecopetrol (EC) | 0.8 | $1.2M | 27k | 46.00 | |
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 0.8 | $1.2M | 22k | 56.79 | |
Alliance Data Systems Corporation (BFH) | 0.8 | $1.2M | 5.7k | 211.40 | |
NetSuite | 0.8 | $1.2M | 11k | 107.96 | |
Alexion Pharmaceuticals | 0.7 | $1.1M | 9.7k | 116.19 | |
Ace Limited Cmn | 0.7 | $1.1M | 12k | 93.53 | |
BioMarin Pharmaceutical (BMRN) | 0.7 | $1.1M | 16k | 72.19 | |
Towers Watson & Co | 0.6 | $941k | 8.8k | 106.93 | |
JPMorgan Chase & Co. (JPM) | 0.6 | $879k | 17k | 51.71 | |
Allstate Corporation (ALL) | 0.6 | $854k | 17k | 50.53 | |
Colgate-Palmolive Company (CL) | 0.6 | $836k | 14k | 59.29 | |
Amphenol Corporation (APH) | 0.5 | $766k | 9.9k | 77.37 | |
Ameriprise Financial (AMP) | 0.4 | $638k | 7.0k | 91.14 | |
Goldman Sachs (GS) | 0.4 | $554k | 3.5k | 158.29 | |
Canadian Natl Ry (CNI) | 0.2 | $385k | 3.8k | 101.32 | |
Verizon Communications (VZ) | 0.2 | $383k | 8.2k | 46.71 | |
Powershares Qqq Trust Call etf | 0.2 | $388k | 500.00 | 776.00 | |
E.I. du Pont de Nemours & Company | 0.0 | $19k | 330.00 | 57.58 |