Andar Capital Management HK
Latest statistics and disclosures from Andar Capital Management HK's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MDB, AMD, FTNT, TER, ANET, and represent 46.67% of Andar Capital Management HK's stock portfolio.
- Added to shares of these 10 stocks: TER (+$5.8M), META, FTNT, SMAR, OKTA, U, CHWY, MNDY, AMD, TWLO.
- Started 13 new stock positions in PAYC, TER, META, ASML, U, SMAR, CHWY, BASE, DAY, TWLO. MNDY, OKTA, ORCL.
- Reduced shares in these 8 stocks: , S, Asml Holding Adr Rep Ord, , QQQ, MDB, CFLT, MSFT.
- Sold out of its positions in Asml Holding Adr Rep Ord, ADBE, QQQ, S, NOW.
- Andar Capital Management HK was a net buyer of stock by $27M.
- Andar Capital Management HK has $71M in assets under management (AUM), dropping by 78.50%.
- Central Index Key (CIK): 0001805591
Tip: Access up to 7 years of quarterly data
Positions held by Andar Capital Management HK consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Andar Capital Management HK
Andar Capital Management HK holds 19 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Mongodb Cl A (MDB) | 11.0 | $7.8M | -13% | 19k | 408.85 |
|
| Advanced Micro Devices (AMD) | 10.4 | $7.4M | +66% | 50k | 147.41 |
|
| Fortinet (FTNT) | 9.1 | $6.4M | +150% | 110k | 58.53 |
|
| Teradyne (TER) | 8.3 | $5.8M | NEW | 54k | 108.52 |
|
| Arista Networks (ANET) | 8.0 | $5.7M | 24k | 235.51 |
|
|
| Meta Platforms Cl A (META) | 6.5 | $4.6M | NEW | 13k | 353.96 |
|
| Smartsheet Com Cl A (SMAR) | 5.4 | $3.8M | NEW | 80k | 47.82 |
|
| Okta Cl A (OKTA) | 5.0 | $3.5M | NEW | 39k | 90.53 |
|
| Unity Software (U) | 4.7 | $3.4M | NEW | 82k | 40.89 |
|
| Chewy Cl A (CHWY) | 4.3 | $3.1M | NEW | 130k | 23.63 |
|
| Microsoft Corporation (MSFT) | 4.2 | $3.0M | -16% | 8.0k | 376.04 |
|
| Monday SHS (MNDY) | 4.2 | $3.0M | NEW | 16k | 187.81 |
|
| Twilio Cl A (TWLO) | 3.4 | $2.4M | NEW | 32k | 75.87 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 3.2 | $2.3M | NEW | 3.0k | 756.92 |
|
| Oracle Corporation (ORCL) | 3.0 | $2.1M | NEW | 20k | 105.43 |
|
| Paycom Software (PAYC) | 2.9 | $2.1M | NEW | 10k | 206.72 |
|
| Ceridian Hcm Hldg (DAY) | 2.4 | $1.7M | NEW | 25k | 67.12 |
|
| Confluent Class A Com (CFLT) | 2.3 | $1.6M | -39% | 70k | 23.40 |
|
| Couchbase (BASE) | 1.7 | $1.2M | NEW | 54k | 22.52 |
|
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 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