Amiya Capital as of Sept. 30, 2012
Portfolio Holdings for Amiya Capital
Amiya Capital holds 8 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 39.4 | $62M | 92k | 667.11 | |
| Oracle Corporation (ORCL) | 14.9 | $23M | 738k | 31.46 | |
| Cognizant Technology Solutions (CTSH) | 13.4 | $21M | 299k | 69.89 | |
| Energy Select Sector SPDR (XLE) | 10.9 | $17M | 232k | 73.44 | |
| SanDisk Corporation | 6.5 | $10M | 232k | 43.43 | |
| Starbucks Corporation (SBUX) | 6.0 | $9.4M | 185k | 50.71 | |
| Skyworks Solutions (SWKS) | 5.7 | $8.8M | 375k | 23.56 | |
| Danaher Corporation (DHR) | 3.3 | $5.2M | 94k | 55.15 |
