Andar Capital Management HK as of March 31, 2023
Portfolio Holdings for Andar Capital Management HK
Andar Capital Management HK holds 14 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Alibaba Group Hldg Sponsored Ads (BABA) | 16.9 | $9.0M | 88k | 102.18 | |
Microsoft Corporation (MSFT) | 15.2 | $8.1M | 28k | 288.30 | |
Veeva Sys Cl A Com (VEEV) | 11.4 | $6.1M | 33k | 183.79 | |
Servicenow (NOW) | 10.5 | $5.6M | 12k | 464.72 | |
NVIDIA Corporation (NVDA) | 8.5 | $4.5M | 16k | 277.77 | |
Oracle Corporation (ORCL) | 6.3 | $3.3M | 36k | 92.92 | |
Pinterest Inc Cl A (PINS) | 5.1 | $2.7M | 100k | 27.27 | |
Intuit (INTU) | 5.0 | $2.7M | 6.0k | 445.83 | |
Sea Ltd Adr Isin Us81141r1005 (SE) | 4.9 | $2.6M | 30k | 86.55 | |
Advanced Micro Devices (AMD) | 4.6 | $2.5M | 25k | 98.01 | |
Shopify Cl A (SHOP) | 4.0 | $2.1M | 44k | 47.94 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.2 | $1.7M | 18k | 93.02 | |
Autodesk (ADSK) | 2.7 | $1.4M | 6.8k | 208.16 | |
Blackline (BL) | 1.8 | $940k | 14k | 67.15 |