Andar Capital Management HK as of Dec. 31, 2023
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 | 19k | 408.85 | |
| Advanced Micro Devices (AMD) | 10.4 | $7.4M | 50k | 147.41 | |
| Fortinet (FTNT) | 9.1 | $6.4M | 110k | 58.53 | |
| Teradyne (TER) | 8.3 | $5.8M | 54k | 108.52 | |
| Arista Networks (ANET) | 8.0 | $5.7M | 24k | 235.51 | |
| Meta Platforms Cl A (META) | 6.5 | $4.6M | 13k | 353.96 | |
| Smartsheet Com Cl A (SMAR) | 5.4 | $3.8M | 80k | 47.82 | |
| Okta Cl A (OKTA) | 5.0 | $3.5M | 39k | 90.53 | |
| Unity Software (U) | 4.7 | $3.4M | 82k | 40.89 | |
| Chewy Cl A (CHWY) | 4.3 | $3.1M | 130k | 23.63 | |
| Microsoft Corporation (MSFT) | 4.2 | $3.0M | 8.0k | 376.04 | |
| Monday SHS (MNDY) | 4.2 | $3.0M | 16k | 187.81 | |
| Twilio Cl A (TWLO) | 3.4 | $2.4M | 32k | 75.87 | |
| Asml Holding N V N Y Registry Shs (ASML) | 3.2 | $2.3M | 3.0k | 756.92 | |
| Oracle Corporation (ORCL) | 3.0 | $2.1M | 20k | 105.43 | |
| Paycom Software (PAYC) | 2.9 | $2.1M | 10k | 206.72 | |
| Ceridian Hcm Hldg (DAY) | 2.4 | $1.7M | 25k | 67.12 | |
| Confluent Class A Com (CFLT) | 2.3 | $1.6M | 70k | 23.40 | |
| Couchbase (BASE) | 1.7 | $1.2M | 54k | 22.52 |
