Marvin & Palmer Associates as of March 31, 2016
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 48 positions in its portfolio as reported in the March 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fabrinet (FN) | 9.2 | $7.9M | 244k | 32.35 | |
| Facebook Inc cl a (META) | 4.8 | $4.1M | 36k | 114.11 | |
| Alphabet Inc Class A cs (GOOGL) | 4.2 | $3.6M | 4.7k | 762.88 | |
| Home Depot (HD) | 4.2 | $3.6M | 27k | 133.45 | |
| Raytheon Company | 4.1 | $3.5M | 29k | 122.64 | |
| Lowe's Companies (LOW) | 4.0 | $3.5M | 46k | 75.76 | |
| Northrop Grumman Corporation (NOC) | 3.7 | $3.2M | 16k | 197.88 | |
| Texas Instruments Incorporated (TXN) | 3.3 | $2.9M | 50k | 57.42 | |
| Fiserv (FI) | 3.2 | $2.7M | 27k | 102.57 | |
| Amazon (AMZN) | 3.1 | $2.7M | 4.5k | 593.57 | |
| Intercontinental Exchange (ICE) | 3.1 | $2.7M | 11k | 235.15 | |
| Visa (V) | 3.0 | $2.6M | 34k | 76.48 | |
| Apple (AAPL) | 2.6 | $2.3M | 21k | 108.97 | |
| Exxon Mobil Corporation (XOM) | 2.5 | $2.2M | 26k | 83.58 | |
| Johnson & Johnson (JNJ) | 2.5 | $2.1M | 20k | 108.18 | |
| Medtronic (MDT) | 2.4 | $2.1M | 28k | 75.38 | |
| Cognizant Technology Solutions (CTSH) | 2.3 | $2.0M | 32k | 62.71 | |
| Wells Fargo & Company (WFC) | 2.3 | $2.0M | 40k | 48.37 | |
| Kroger (KR) | 2.3 | $1.9M | 51k | 38.25 | |
| Blackstone | 2.3 | $1.9M | 69k | 28.05 | |
| salesforce (CRM) | 2.2 | $1.9M | 26k | 73.81 | |
| Palo Alto Networks (PANW) | 2.2 | $1.9M | 12k | 163.10 | |
| Charles Schwab Corporation (SCHW) | 2.2 | $1.9M | 67k | 28.02 | |
| Roper Industries (ROP) | 2.1 | $1.8M | 9.9k | 182.73 | |
| Costco Wholesale Corporation (COST) | 2.1 | $1.8M | 11k | 157.59 | |
| Nike (NKE) | 2.0 | $1.7M | 27k | 61.64 | |
| Constellation Brands (STZ) | 2.0 | $1.7M | 11k | 151.07 | |
| Intuit (INTU) | 1.9 | $1.7M | 16k | 104.00 | |
| Expedia (EXPE) | 1.8 | $1.5M | 14k | 107.80 | |
| Lockheed Martin Corporation (LMT) | 1.8 | $1.5M | 6.8k | 221.55 | |
| Lennar Corporation (LEN) | 1.7 | $1.5M | 31k | 48.35 | |
| Gilead Sciences (GILD) | 1.5 | $1.3M | 14k | 91.87 | |
| Banco Macro SA (BMA) | 1.3 | $1.1M | 18k | 64.72 | |
| Amgen (AMGN) | 1.1 | $915k | 6.1k | 150.00 | |
| Market Vectors Vietnam ETF. | 0.8 | $682k | 49k | 14.00 | |
| Taiwan Semiconductor Mfg (TSM) | 0.8 | $671k | 26k | 26.21 | |
| Jd (JD) | 0.7 | $607k | 23k | 26.51 | |
| iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.7 | $579k | 11k | 54.62 | |
| TAL Education (TAL) | 0.3 | $283k | 5.7k | 49.65 | |
| HDFC Bank (HDB) | 0.3 | $253k | 4.1k | 61.71 | |
| Adecoagro S A (AGRO) | 0.2 | $209k | 18k | 11.55 | |
| Fomento Economico Mexicano SAB (FMX) | 0.2 | $193k | 2.0k | 96.50 | |
| Banco Bradesco SA (BBD) | 0.2 | $185k | 25k | 7.46 | |
| Grupo Televisa (TV) | 0.2 | $168k | 6.1k | 27.54 | |
| Baidu (BIDU) | 0.2 | $164k | 860.00 | 190.70 | |
| Mobileye | 0.1 | $116k | 3.1k | 37.42 | |
| Icon (ICLR) | 0.1 | $68k | 900.00 | 75.56 | |
| Broad | 0.1 | $62k | 400.00 | 155.00 |
