Marvin & Palmer Associates as of Sept. 30, 2014
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 61 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Baidu (BIDU) | 8.6 | $8.4M | 39k | 218.24 | |
| Apple (AAPL) | 4.8 | $4.7M | 47k | 100.76 | |
| Union Pacific Corporation (UNP) | 4.5 | $4.4M | 41k | 108.42 | |
| Biogen Idec (BIIB) | 3.1 | $3.0M | 9.2k | 330.80 | |
| Cummins (CMI) | 2.9 | $2.9M | 22k | 131.99 | |
| 2.8 | $2.7M | 4.6k | 588.48 | ||
| Facebook Inc cl a (META) | 2.7 | $2.7M | 34k | 79.05 | |
| Google Inc Class C | 2.7 | $2.7M | 4.6k | 577.41 | |
| Blackstone | 2.7 | $2.6M | 83k | 31.48 | |
| Market Vectors Vietnam ETF. | 2.5 | $2.5M | 112k | 21.90 | |
| Gilead Sciences (GILD) | 2.5 | $2.4M | 23k | 106.44 | |
| Ameriprise Financial (AMP) | 2.4 | $2.4M | 19k | 123.40 | |
| Wells Fargo & Company (WFC) | 2.3 | $2.3M | 44k | 51.86 | |
| Schlumberger (SLB) | 2.2 | $2.2M | 21k | 101.67 | |
| Home Depot (HD) | 2.2 | $2.1M | 23k | 91.74 | |
| Applied Materials (AMAT) | 2.1 | $2.1M | 97k | 21.61 | |
| Amphenol Corporation (APH) | 2.0 | $2.0M | 20k | 99.87 | |
| Northrop Grumman Corporation (NOC) | 2.0 | $2.0M | 15k | 131.79 | |
| Lam Research Corporation (LRCX) | 1.9 | $1.9M | 26k | 74.71 | |
| priceline.com Incorporated | 1.9 | $1.9M | 1.6k | 1158.66 | |
| Legg Mason | 1.8 | $1.8M | 35k | 51.16 | |
| Alexion Pharmaceuticals | 1.8 | $1.8M | 11k | 165.82 | |
| McKesson Corporation (MCK) | 1.8 | $1.8M | 9.0k | 194.68 | |
| EOG Resources (EOG) | 1.8 | $1.7M | 18k | 99.01 | |
| IDEXX Laboratories (IDXX) | 1.7 | $1.7M | 14k | 117.81 | |
| Universal Health Services (UHS) | 1.7 | $1.7M | 16k | 104.49 | |
| Amazon (AMZN) | 1.6 | $1.6M | 5.0k | 322.40 | |
| Dow Chemical Company | 1.6 | $1.6M | 30k | 52.43 | |
| Walt Disney Company (DIS) | 1.6 | $1.5M | 17k | 89.02 | |
| Regeneron Pharmaceuticals (REGN) | 1.5 | $1.5M | 4.0k | 360.43 | |
| Kroger (KR) | 1.5 | $1.4M | 28k | 52.00 | |
| Lowe's Companies (LOW) | 1.4 | $1.4M | 27k | 52.93 | |
| CVS Caremark Corporation (CVS) | 1.4 | $1.4M | 17k | 79.60 | |
| Nike (NKE) | 1.4 | $1.3M | 15k | 89.23 | |
| Lazard Ltd-cl A shs a | 1.3 | $1.3M | 25k | 50.71 | |
| Air Products & Chemicals (APD) | 1.3 | $1.3M | 9.8k | 130.21 | |
| Lockheed Martin Corporation (LMT) | 1.3 | $1.3M | 6.9k | 182.79 | |
| Halliburton Company (HAL) | 1.3 | $1.2M | 19k | 64.53 | |
| Embraer S A (ERJ) | 1.3 | $1.2M | 32k | 39.21 | |
| Merck & Co (MRK) | 1.2 | $1.1M | 19k | 59.28 | |
| Exxon Mobil Corporation (XOM) | 1.1 | $1.1M | 12k | 94.08 | |
| Raytheon Company | 1.1 | $1.1M | 10k | 101.59 | |
| MasterCard Incorporated (MA) | 1.0 | $1.0M | 14k | 73.96 | |
| American Express Company (AXP) | 0.8 | $779k | 8.9k | 87.53 | |
| Alliance Data Systems Corporation (BFH) | 0.8 | $733k | 3.0k | 248.31 | |
| Suncor Energy (SU) | 0.7 | $727k | 20k | 36.17 | |
| HDFC Bank (HDB) | 0.7 | $661k | 14k | 46.55 | |
| ICICI Bank (IBN) | 0.7 | $648k | 13k | 49.09 | |
| Canadian Pacific Railway | 0.6 | $602k | 2.9k | 207.59 | |
| America Movil Sab De Cv spon adr l | 0.5 | $489k | 19k | 25.21 | |
| SK Tele | 0.5 | $479k | 16k | 30.32 | |
| Taiwan Semiconductor Mfg (TSM) | 0.5 | $482k | 24k | 20.17 | |
| Alibaba Group Holding (BABA) | 0.5 | $444k | 5.0k | 88.80 | |
| Grupo Televisa (TV) | 0.4 | $427k | 13k | 33.89 | |
| Banco Itau Holding Financeira (ITUB) | 0.4 | $389k | 28k | 13.89 | |
| Banco Bradesco SA (BBD) | 0.3 | $287k | 20k | 14.24 | |
| Bancolombia (CIB) | 0.2 | $153k | 2.7k | 56.67 | |
| Ctrip.com International | 0.1 | $148k | 2.6k | 56.92 | |
| Tata Motors | 0.1 | $87k | 2.0k | 43.50 | |
| 21vianet Group (VNET) | 0.1 | $92k | 5.1k | 18.04 | |
| Icon (ICLR) | 0.1 | $92k | 1.6k | 57.50 |
