Marvin & Palmer Associates as of March 31, 2011
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 74 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 3.6 | $57M | 164k | 348.51 | |
| Amazon (AMZN) | 3.6 | $57M | 316k | 180.13 | |
| Baidu (BIDU) | 3.1 | $49M | 356k | 137.81 | |
| National-Oilwell Var | 3.1 | $48M | 605k | 79.27 | |
| Schlumberger (SLB) | 2.6 | $41M | 443k | 93.52 | |
| Caterpillar (CAT) | 2.6 | $41M | 364k | 111.35 | |
| Cognizant Technology Solutions (CTSH) | 2.6 | $40M | 493k | 81.40 | |
| Joy Global | 2.5 | $39M | 394k | 98.81 | |
| Peabody Energy Corporation | 2.4 | $38M | 524k | 71.96 | |
| Cliffs Natural Resources | 2.3 | $37M | 373k | 98.28 | |
| Vale (VALE) | 2.3 | $37M | 1.1M | 33.35 | |
| Cameron International Corporation | 2.3 | $36M | 623k | 57.10 | |
| Union Pacific Corporation (UNP) | 2.2 | $35M | 358k | 98.71 | |
| Talisman Energy Inc Com Stk | 2.2 | $35M | 1.4M | 24.70 | |
| NetApp (NTAP) | 2.2 | $34M | 714k | 48.15 | |
| Deere & Company (DE) | 2.1 | $34M | 345k | 97.23 | |
| Qualcomm (QCOM) | 2.1 | $34M | 612k | 54.83 | |
| Intuit (INTU) | 2.1 | $34M | 633k | 53.11 | |
| Freeport-McMoRan Copper & Gold (FCX) | 2.1 | $33M | 594k | 55.55 | |
| Avago Technologies | 2.1 | $33M | 1.1M | 31.10 | |
| FMC Technologies | 2.0 | $31M | 332k | 94.48 | |
| UnitedHealth (UNH) | 2.0 | $31M | 681k | 45.20 | |
| Coach | 1.9 | $31M | 584k | 52.19 | |
| Monsanto Company | 1.9 | $30M | 419k | 72.26 | |
| Goldcorp | 1.9 | $29M | 583k | 49.80 | |
| CF Industries Holdings (CF) | 1.8 | $28M | 203k | 136.79 | |
| ICICI Bank (IBN) | 1.8 | $28M | 553k | 49.83 | |
| Petroleo Brasileiro SA (PBR) | 1.8 | $27M | 675k | 40.60 | |
| Oracle Corporation (ORCL) | 1.7 | $27M | 811k | 33.43 | |
| Precision Castparts | 1.6 | $26M | 175k | 147.21 | |
| Cummins (CMI) | 1.5 | $23M | 213k | 109.62 | |
| VMware | 1.4 | $22M | 271k | 81.54 | |
| Suncor Energy (SU) | 1.4 | $22M | 485k | 44.84 | |
| Illumina (ILMN) | 1.2 | $19M | 275k | 70.07 | |
| Via | 1.2 | $19M | 405k | 46.52 | |
| Costco Wholesale Corporation (COST) | 1.1 | $18M | 247k | 73.32 | |
| Altria (MO) | 1.1 | $17M | 647k | 26.41 | |
| Mechel OAO | 1.1 | $17M | 550k | 30.79 | |
| Honeywell International (HON) | 1.1 | $17M | 283k | 59.71 | |
| EMC Corporation | 1.0 | $16M | 607k | 26.55 | |
| Whiting Petroleum Corporation | 1.0 | $16M | 214k | 73.45 | |
| Comcast Corporation | 1.0 | $15M | 661k | 23.22 | |
| Stryker Corporation (SYK) | 1.0 | $15M | 248k | 60.98 | |
| Symantec Corporation | 1.0 | $15M | 814k | 18.54 | |
| Starbucks Corporation (SBUX) | 1.0 | $15M | 408k | 36.95 | |
| Infosys Technologies (INFY) | 0.9 | $15M | 208k | 71.70 | |
| Express Scripts | 0.9 | $15M | 267k | 55.61 | |
| Amphenol Corporation (APH) | 0.8 | $13M | 233k | 54.40 | |
| Yum! Brands (YUM) | 0.8 | $13M | 246k | 51.38 | |
| NVIDIA Corporation (NVDA) | 0.8 | $12M | 664k | 18.46 | |
| Tiffany & Co. | 0.7 | $12M | 186k | 61.69 | |
| Alexion Pharmaceuticals | 0.7 | $11M | 109k | 98.68 | |
| Banco Itau Holding Financeira (ITUB) | 0.7 | $11M | 441k | 24.06 | |
| America Movil Sab De Cv spon adr l | 0.7 | $10M | 176k | 58.10 | |
| Companhia de Bebidas das Americas | 0.7 | $10M | 363k | 28.31 | |
| MercadoLibre (MELI) | 0.7 | $10M | 126k | 81.63 | |
| CSX Corporation (CSX) | 0.6 | $8.9M | 113k | 78.60 | |
| Estee Lauder Companies (EL) | 0.6 | $8.9M | 93k | 96.36 | |
| Grupo Televisa (TV) | 0.5 | $8.5M | 345k | 24.53 | |
| Hewlett-Packard Company | 0.5 | $8.3M | 202k | 41.05 | |
| Pioneer Natural Resources | 0.5 | $7.5M | 73k | 101.95 | |
| Bancolombia (CIB) | 0.5 | $7.5M | 119k | 63.01 | |
| Canadian Natl Ry (CNI) | 0.5 | $7.4M | 99k | 75.27 | |
| Cosan Ltd shs a | 0.4 | $6.9M | 533k | 12.90 | |
| Intuitive Surgical (ISRG) | 0.4 | $6.5M | 20k | 333.45 | |
| Sociedad Quimica y Minera (SQM) | 0.4 | $5.8M | 105k | 55.26 | |
| T. Rowe Price (TROW) | 0.3 | $4.1M | 62k | 66.41 | |
| Wells Fargo & Company (WFC) | 0.2 | $4.0M | 125k | 31.70 | |
| Ameriprise Financial (AMP) | 0.2 | $3.7M | 60k | 61.08 | |
| SPDR Gold Trust (GLD) | 0.2 | $3.1M | 22k | 139.86 | |
| Goldman Sachs (GS) | 0.1 | $1.7M | 11k | 158.48 | |
| 0.1 | $1.6M | 2.7k | 586.67 | ||
| Companhia Siderurgica Nacional (SID) | 0.0 | $433k | 26k | 16.65 | |
| Vivo Participacoes SA | 0.0 | $444k | 11k | 40.36 |
