Amiya Capital as of Dec. 31, 2014
Portfolio Holdings for Amiya Capital
Amiya Capital holds 13 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Twenty-first Century Fox | 16.0 | $4.2M | 110k | 38.40 | |
| Ingersoll-rand Co Ltd-cl A | 15.2 | $4.0M | 63k | 63.39 | |
| Micron Technology (MU) | 11.8 | $3.1M | 89k | 35.01 | |
| 11.2 | $3.0M | 5.6k | 530.71 | ||
| Time Warner | 10.1 | $2.7M | 31k | 85.43 | |
| Apple (AAPL) | 9.7 | $2.6M | 23k | 110.40 | |
| BE Aerospace | 7.1 | $1.9M | 32k | 58.01 | |
| Facebook Inc cl a (META) | 5.6 | $1.5M | 19k | 78.04 | |
| Hldgs (UAL) | 4.0 | $1.0M | 16k | 66.86 | |
| Tableau Software Inc Cl A | 3.1 | $826k | 9.8k | 84.72 | |
| Klx Inc Com $0.01 | 2.5 | $663k | 16k | 41.24 | |
| Fortinet (FTNT) | 2.5 | $647k | 21k | 30.66 | |
| Palo Alto Networks (PANW) | 1.2 | $331k | 2.7k | 122.59 |
