Marvin & Palmer Associates as of June 30, 2015
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 50 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Jd (JD) | 7.9 | $8.3M | 244k | 34.10 | |
| Apple (AAPL) | 6.4 | $6.7M | 54k | 125.42 | |
| Blackstone | 4.6 | $4.8M | 119k | 40.87 | |
| Goldman Sachs (GS) | 3.9 | $4.1M | 20k | 208.78 | |
| Facebook Inc cl a (META) | 3.8 | $4.0M | 47k | 85.76 | |
| Morgan Stanley (MS) | 3.8 | $4.0M | 102k | 38.79 | |
| Gilead Sciences (GILD) | 3.2 | $3.4M | 29k | 117.08 | |
| Cummins (CMI) | 2.8 | $2.9M | 22k | 131.21 | |
| Northrop Grumman Corporation (NOC) | 2.8 | $2.9M | 18k | 158.63 | |
| Regeneron Pharmaceuticals (REGN) | 2.7 | $2.9M | 5.6k | 510.20 | |
| Union Pacific Corporation (UNP) | 2.7 | $2.9M | 30k | 95.36 | |
| Home Depot (HD) | 2.7 | $2.8M | 26k | 111.15 | |
| Lowe's Companies (LOW) | 2.6 | $2.8M | 42k | 66.98 | |
| iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 2.6 | $2.8M | 44k | 63.01 | |
| Amphenol Corporation (APH) | 2.6 | $2.7M | 47k | 58.10 | |
| Lam Research Corporation (LRCX) | 2.5 | $2.7M | 33k | 81.64 | |
| Expedia (EXPE) | 2.5 | $2.6M | 24k | 109.33 | |
| Wells Fargo & Company (WFC) | 2.5 | $2.6M | 46k | 56.25 | |
| Biogen Idec (BIIB) | 2.4 | $2.6M | 6.4k | 403.94 | |
| Alexion Pharmaceuticals | 2.4 | $2.5M | 14k | 180.78 | |
| Market Vectors Vietnam ETF. | 2.2 | $2.4M | 127k | 18.64 | |
| Medtronic Plc call | 2.2 | $2.3M | 31k | 74.49 | |
| Cognizant Technology Solutions (CTSH) | 2.1 | $2.2M | 36k | 61.08 | |
| Texas Instruments Incorporated (TXN) | 2.0 | $2.1M | 42k | 51.51 | |
| Walt Disney Company (DIS) | 2.0 | $2.1M | 19k | 114.16 | |
| Kroger (KR) | 2.0 | $2.1M | 29k | 72.51 | |
| McKesson Corporation (MCK) | 2.0 | $2.1M | 9.4k | 225.03 | |
| CVS Caremark Corporation (CVS) | 1.8 | $1.9M | 18k | 104.86 | |
| Roper Industries (ROP) | 1.8 | $1.9M | 11k | 172.43 | |
| Anthem (ELV) | 1.6 | $1.7M | 11k | 164.13 | |
| Intercontinental Exchange (ICE) | 1.6 | $1.7M | 7.7k | 223.64 | |
| Nike (NKE) | 1.6 | $1.7M | 16k | 108.32 | |
| Amgen (AMGN) | 1.4 | $1.5M | 9.9k | 153.54 | |
| Fiserv (FI) | 1.3 | $1.4M | 17k | 82.81 | |
| Lockheed Martin Corporation (LMT) | 1.3 | $1.4M | 7.6k | 185.96 | |
| Celgene Corporation | 1.3 | $1.3M | 12k | 115.76 | |
| Air Products & Chemicals (APD) | 0.9 | $922k | 6.7k | 137.61 | |
| HDFC Bank (HDB) | 0.8 | $816k | 13k | 60.90 | |
| Amazon (AMZN) | 0.5 | $543k | 1.3k | 434.40 | |
| 0.5 | $486k | 900.00 | 540.00 | ||
| Grupo Televisa (TV) | 0.3 | $369k | 9.5k | 38.84 | |
| Baidu (BIDU) | 0.2 | $251k | 1.3k | 199.21 | |
| Fomento Economico Mexicano SAB (FMX) | 0.2 | $241k | 2.7k | 89.26 | |
| Credicorp (BAP) | 0.2 | $222k | 1.6k | 138.75 | |
| Taiwan Semiconductor Mfg (TSM) | 0.2 | $199k | 8.5k | 23.41 | |
| Jumei Intl Hldg Ltd Sponsored | 0.1 | $155k | 6.8k | 22.79 | |
| Icon (ICLR) | 0.1 | $108k | 1.6k | 67.50 | |
| Avago Technologies | 0.1 | $80k | 600.00 | 133.33 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $88k | 900.00 | 97.78 | |
| Tata Motors | 0.1 | $73k | 2.1k | 34.60 |
