Marvin & Palmer Associates as of Dec. 31, 2014
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 58 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Baidu (BIDU) | 9.7 | $9.6M | 42k | 227.99 | |
| Apple (AAPL) | 5.2 | $5.2M | 47k | 110.39 | |
| Union Pacific Corporation (UNP) | 4.9 | $4.8M | 41k | 119.65 | |
| Blackstone | 3.5 | $3.4M | 101k | 33.83 | |
| Cummins (CMI) | 3.1 | $3.1M | 21k | 144.19 | |
| Lowe's Companies (LOW) | 2.7 | $2.6M | 39k | 68.79 | |
| Facebook Inc cl a (META) | 2.6 | $2.6M | 33k | 78.02 | |
| Gilead Sciences (GILD) | 2.5 | $2.5M | 26k | 94.25 | |
| Ameriprise Financial (AMP) | 2.5 | $2.4M | 18k | 132.25 | |
| Home Depot (HD) | 2.4 | $2.4M | 23k | 104.99 | |
| 2.4 | $2.4M | 4.5k | 530.59 | ||
| Applied Materials (AMAT) | 2.4 | $2.4M | 95k | 24.92 | |
| Alexion Pharmaceuticals | 2.4 | $2.4M | 13k | 185.01 | |
| Lam Research Corporation (LRCX) | 2.4 | $2.4M | 30k | 79.52 | |
| Wells Fargo & Company (WFC) | 2.4 | $2.3M | 42k | 54.81 | |
| Northrop Grumman Corporation (NOC) | 2.2 | $2.2M | 15k | 147.37 | |
| Morgan Stanley (MS) | 2.2 | $2.2M | 56k | 38.80 | |
| Amphenol Corporation (APH) | 2.2 | $2.1M | 40k | 53.93 | |
| IDEXX Laboratories (IDXX) | 2.1 | $2.1M | 14k | 148.25 | |
| Regeneron Pharmaceuticals (REGN) | 2.1 | $2.1M | 5.1k | 410.26 | |
| Biogen Idec (BIIB) | 2.1 | $2.1M | 6.1k | 339.41 | |
| Goldman Sachs (GS) | 2.0 | $2.0M | 10k | 193.84 | |
| Nordstrom (JWN) | 1.9 | $1.9M | 24k | 79.40 | |
| McKesson Corporation (MCK) | 1.8 | $1.8M | 8.7k | 207.87 | |
| Legg Mason | 1.8 | $1.8M | 33k | 53.53 | |
| Universal Health Services (UHS) | 1.8 | $1.7M | 16k | 111.29 | |
| Kroger (KR) | 1.7 | $1.7M | 27k | 64.19 | |
| Walt Disney Company (DIS) | 1.6 | $1.6M | 17k | 95.25 | |
| CVS Caremark Corporation (CVS) | 1.6 | $1.6M | 17k | 96.31 | |
| Amazon (AMZN) | 1.6 | $1.6M | 5.0k | 310.40 | |
| Amgen (AMGN) | 1.5 | $1.5M | 9.2k | 159.27 | |
| Nike (NKE) | 1.4 | $1.4M | 14k | 96.41 | |
| Medtronic | 1.4 | $1.4M | 19k | 72.52 | |
| Anthem (ELV) | 1.4 | $1.4M | 11k | 125.68 | |
| Lockheed Martin Corporation (LMT) | 1.3 | $1.3M | 6.7k | 192.62 | |
| Celgene Corporation | 1.1 | $1.1M | 10k | 111.83 | |
| Raytheon Company | 1.1 | $1.1M | 9.9k | 108.17 | |
| Air Products & Chemicals (APD) | 1.1 | $1.0M | 7.1k | 145.07 | |
| Embraer S A (ERJ) | 1.1 | $1.0M | 28k | 37.06 | |
| priceline.com Incorporated | 1.0 | $1.0M | 891.00 | 1140.29 | |
| Google Inc Class C | 1.0 | $948k | 1.8k | 526.67 | |
| Dow Chemical Company | 0.8 | $840k | 18k | 46.06 | |
| Alliance Data Systems Corporation (BFH) | 0.8 | $781k | 2.7k | 285.87 | |
| Ishares Inc msci india index (INDA) | 0.8 | $767k | 26k | 30.08 | |
| ICICI Bank (IBN) | 0.8 | $762k | 66k | 11.55 | |
| HDFC Bank (HDB) | 0.6 | $568k | 11k | 50.71 | |
| Grupo Televisa (TV) | 0.4 | $429k | 13k | 34.05 | |
| Taiwan Semiconductor Mfg (TSM) | 0.4 | $423k | 19k | 22.38 | |
| SK Tele | 0.3 | $340k | 13k | 26.98 | |
| Infosys Technologies (INFY) | 0.3 | $327k | 10k | 31.44 | |
| Banco Itau Holding Financeira (ITUB) | 0.3 | $292k | 22k | 13.04 | |
| Banco Bradesco SA (BBD) | 0.3 | $275k | 20k | 13.64 | |
| Fomento Economico Mexicano SAB (FMX) | 0.2 | $238k | 2.7k | 88.15 | |
| leju Holdings | 0.2 | $210k | 20k | 10.77 | |
| Tata Motors | 0.1 | $85k | 2.0k | 42.50 | |
| Icon (ICLR) | 0.1 | $82k | 1.6k | 51.25 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $69k | 900.00 | 76.67 | |
| Avago Technologies | 0.1 | $60k | 600.00 | 100.00 |
