Andar Capital Management HK as of Sept. 30, 2023
Portfolio Holdings for Andar Capital Management HK
Andar Capital Management HK holds 11 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Mongodb Cl A Ord Cl A (MDB) | 19.2 | $7.6M | 22k | 345.86 | |
Arista Networks (ANET) | 11.1 | $4.4M | 24k | 183.93 | |
Servicenow (NOW) | 9.9 | $3.9M | 7.0k | 558.96 | |
Sentinelone Cl A Ord Cl A (S) | 8.6 | $3.4M | 203k | 16.86 | |
Confluent Cl A Ord Class A Com (CFLT) | 8.6 | $3.4M | 115k | 29.61 | |
Asml Holding Adr Rep Ord N Y Registry Shs | 8.5 | $3.4M | 5.8k | 588.66 | |
Advanced Micro Devices (AMD) | 7.8 | $3.1M | 30k | 102.82 | |
Adobe Systems Incorporated (ADBE) | 7.7 | $3.1M | 6.0k | 509.90 | |
Microsoft Corporation (MSFT) | 7.6 | $3.0M | 9.6k | 315.75 | |
Fortinet (FTNT) | 6.5 | $2.6M | 44k | 58.68 | |
Invsc Qqq Trust Srs 1 Etf Unit Ser 1 (QQQ) | 4.5 | $1.8M | 5.0k | 358.27 |