Andar Capital Management HK as of June 30, 2023
Portfolio Holdings for Andar Capital Management HK
Andar Capital Management HK holds 12 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Oracle Corporation (ORCL) | 12.0 | $6.0M | 50k | 119.09 | |
| Microsoft Corporation (MSFT) | 11.0 | $5.4M | 16k | 340.54 | |
| Arista Networks (ANET) | 10.4 | $5.2M | 32k | 162.06 | |
| Advanced Micro Devices (AMD) | 10.1 | $5.0M | 44k | 113.91 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 10.1 | $5.0M | 60k | 83.35 | |
| Mongodb Cl A (MDB) | 9.9 | $4.9M | 12k | 410.99 | |
| Broadcom (AVGO) | 9.6 | $4.8M | 5.5k | 867.43 | |
| Smartsheet Com Cl A (SMAR) | 8.5 | $4.2M | 110k | 38.26 | |
| Servicenow (NOW) | 5.8 | $2.9M | 5.1k | 561.97 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.3 | $2.6M | 26k | 100.92 | |
| NVIDIA Corporation (NVDA) | 4.3 | $2.1M | 5.0k | 423.02 | |
| Adobe Systems Incorporated (ADBE) | 3.2 | $1.6M | 3.3k | 488.99 |
