Andar Capital Management HK
Latest statistics and disclosures from Andar Capital Management HK's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ESTC, AMD, PINS, CRDO, SMCI, and represent 59.11% of Andar Capital Management HK's stock portfolio.
- Added to shares of these 10 stocks: ESTC (+$11M), PINS (+$8.7M), CRDO (+$6.6M), SMCI (+$5.4M), MSTR, ASML, TSM, LRCX, AMD, TSLA.
- Started 10 new stock positions in MSTR, NVDA, ASML, SMCI, LRCX, TSM, PINS, AVGO, TSLA, GOOG.
- Reduced shares in these 10 stocks: , NET, MRVL, , , QCOM, TER, , S, ARM.
- Sold out of its positions in ARM, NET, DT, META, FTNT, MRVL, MDB, NTAP, QCOM, IOT. NOW, SMAR, SNOW.
- Andar Capital Management HK was a net buyer of stock by $4.0M.
- Andar Capital Management HK has $76M in assets under management (AUM), dropping by 5.00%.
- Central Index Key (CIK): 0001805591
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Portfolio Holdings for Andar Capital Management HK
Andar Capital Management HK holds 17 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Elastic N V Ord Shs (ESTC) | 15.9 | $12M | +685% | 157k | 76.76 |
|
| Advanced Micro Devices (AMD) | 13.2 | $10M | +34% | 61k | 164.08 |
|
| Pinterest Cl A (PINS) | 11.5 | $8.7M | NEW | 269k | 32.37 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 11.2 | $8.5M | +338% | 276k | 30.80 |
|
| Super Micro Computer (SMCI) | 7.2 | $5.4M | NEW | 13k | 416.40 |
|
| Microstrategy Cl A New (MSTR) | 5.6 | $4.2M | NEW | 25k | 168.60 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 4.6 | $3.5M | NEW | 4.2k | 833.25 |
|
| Arista Networks (ANET) | 4.6 | $3.5M | -28% | 9.0k | 383.82 |
|
| Amazon (AMZN) | 4.2 | $3.2M | -24% | 17k | 186.33 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.9 | $3.0M | NEW | 17k | 173.67 |
|
| Lam Research Corporation (LRCX) | 3.9 | $2.9M | NEW | 3.6k | 816.08 |
|
| Sentinelone Cl A (S) | 3.2 | $2.4M | -54% | 102k | 23.92 |
|
| Teradyne (TER) | 2.7 | $2.0M | -62% | 15k | 133.93 |
|
| Tesla Motors (TSLA) | 2.4 | $1.8M | NEW | 7.0k | 261.63 |
|
| NVIDIA Corporation (NVDA) | 2.2 | $1.7M | NEW | 14k | 121.44 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.2 | $1.7M | NEW | 10k | 167.19 |
|
| Broadcom (AVGO) | 1.4 | $1.0M | NEW | 6.0k | 172.50 |
|
Past Filings by Andar Capital Management HK
SEC 13F filings are viewable for Andar Capital Management HK going back to 2020
- Andar Capital Management HK 2024 Q3 filed Nov. 8, 2024
- Andar Capital Management HK 2024 Q2 filed Aug. 12, 2024
- Andar Capital Management HK 2024 Q1 filed May 13, 2024
- Andar Capital Management HK 2023 Q4 filed Feb. 6, 2024
- Andar Capital Management HK 2023 Q3 filed Nov. 9, 2023
- Andar Capital Management HK 2023 Q2 filed Aug. 14, 2023
- Andar Capital Management HK 2023 Q1 filed May 5, 2023
- Andar Capital Management HK 2022 Q4 filed Jan. 27, 2023
- Andar Capital Management HK 2022 Q3 filed Nov. 14, 2022
- Andar Capital Management HK 2022 Q2 filed Aug. 12, 2022
- Andar Capital Management HK 2022 Q1 filed May 12, 2022
- Andar Capital Management HK 2021 Q4 filed Feb. 14, 2022
- Andar Capital Management HK 2021 Q3 filed Nov. 15, 2021
- Andar Capital Management HK 2021 Q2 filed Aug. 12, 2021
- Andar Capital Management HK 2021 Q1 filed May 13, 2021
- Andar Capital Management HK 2020 Q4 filed Feb. 9, 2021