Marvin & Palmer Associates

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
Google 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