Amida Capital Management II

Latest statistics and disclosures from Amida Capital Management II's latest quarterly 13F-HR filing:

Companies in the Amida Capital Management II portfolio as of June 2014 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
SPDR S&P; 500 ETF (SPY) 21.06 89000 +410% 195.72
Microchip Technology Inc sdcv 2.125%12/1 11.55 5.00M 1.91
Apple (AAPL) 7.63 67900 +976% 92.94
International Business Machines (IBM) 6.58 30000 +451% 181.30
Hornbeck Offshore Services (HOS) 4.51 79434 +2031% 46.92
Lam Research Corporation (LRCX) 4.47 54700 +1379% 67.57
priceline.com Incorporated (PCLN) 3.64 2500 -16% 1203.20
Amazon (AMZN) 2.95 7500 +207% 324.80
Intel Corporation (INTC) 2.69 74100 +3135% 30.00
Netflix (NFLX) 2.05 3844 +126% 440.68
Northstar Realty Finance (NRF) 2.03 96700 +5652% 17.40
L-3 Communications Holdings (LLL) 1.89 13000 +728% 120.00
Apache Corporation (APA) 1.82 15000 +894% 100.60
SPDR Gold Trust (GLD) 1.55 10000 +681% 128.00
Group 1 Automotive (GPI) 1.35 13300 +1085% 84.25
American Rlty Cap Pptys Inc note 3.000% 8/0 1.23 1000000 +98325% 1.02
J2 Global Inc note 3.250% 6/1 1.22 1000000 +98519% 1.01
AT&T; (T) 1.20 28000 +2728% 35.38
Verizon Communications (VZ) 1.18 20000 +1944% 48.90
Nuance Communications (NUAN) 1.15 50700 +5231% 18.72
ConAgra Foods (CAG) 1.09 30300 +3270% 29.67
Coach (COH) 1.03 25000 +2823% 34.20
Microsoft Corporation (MSFT) 1.01 20000 +2298% 41.70
Goldman Sachs (GS) 1.01 5000 +497% 167.40
Cisco Systems (CSCO) 0.91 30100 +3918% 25.00
Freeport-McMoRan Copper & Gold (FCX) 0.88 20000 +2639% 36.50
Cliffs Natural Resources (CLF) 0.82 44900 +6532% 15.09
iShares MSCI Mexico Inv. Mt. Idx. (EWW) 0.82 10000 +1374% 67.80
Hertz Global Holdings (HTZ) 0.80 23500 +3471% 28.00
Micron Technology (MU) 0.80 20000 +2930% 33.00
Citigroup Inc 0.79 13900 +181% 47.11
Kilroy Realty Corporation (KRC) 0.73 9750 +31% 62.27
Potash Corp. Of Saskatchewan I 0.69 15000 +2531% 38.00
iShares MSCI Brazil Index (EWZ) 0.58 10000 +1992% 47.80
iShares Silver Trust (SLV) 0.56 23000 +4825% 20.30
PHH Corporation (PHH) 0.55 19699 +4248% 22.98
Yahoo! (YHOO) 0.54 12800 +2750% 35.00
Moly (MCP) 0.51 163366 +38796% 2.57
Twitter 0.47 9650 +2343% 40.00
General Motors Company (GM) 0.46 10500 +2655% 36.00
Hewlett-Packard Company (HPQ) 0.45 11000 +2872% 33.64
Morgan Stanley (MS) 0.42 10300 +2993% 33.33
International Game Technology (IGT) 0.41 21397 +6193% 15.88
Bank of America Corporation (BAC) 0.34 18000 +6398% 15.42
Staples (SPLS) 0.34 26300 +9128% 10.75
Peabody Energy Corporation (BTU) 0.27 13566 +6010% 16.39
Hldgs Inc 0.25 5000 +2339% 41.00
King Digital Entertainment 0.25 10000 +4754% 20.60
Facebook Inc cl a 0.20 2500 +1388% 67.20
MBIA (MBI) 0.14 10100 +8917% 11.09
Emulex Corporation (ELX) 0.10 14500 +17369% 5.72
Syneron Medical Ltd ord shs 0.04 3300 NEW 10.30
ParkerVision (PRKR) 0.03 14190 1.48
Gevo Inc 0.00 5000 +124900% 0.80

Past 13F-HR SEC Filings by Amida Capital Management II

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