Andar Capital Management HK as of March 31, 2024
Portfolio Holdings for Andar Capital Management HK
Andar Capital Management HK holds 13 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Advanced Micro Devices (AMD) | 15.6 | $11M | 60k | 180.49 | |
Mongodb Cl A (MDB) | 12.0 | $8.3M | 23k | 358.64 | |
Arista Networks (ANET) | 10.8 | $7.5M | 26k | 289.98 | |
Dynatrace Com New (DT) | 9.4 | $6.5M | 140k | 46.44 | |
Atlassian Corporation Cl A (TEAM) | 8.4 | $5.9M | 30k | 195.11 | |
Teradyne (TER) | 8.1 | $5.6M | 50k | 112.83 | |
Twilio Cl A (TWLO) | 6.6 | $4.6M | 75k | 61.15 | |
Intel Corporation (INTC) | 6.4 | $4.4M | 100k | 44.17 | |
Marvell Technology (MRVL) | 6.1 | $4.3M | 60k | 70.88 | |
Cloudflare Cl A Com (NET) | 5.6 | $3.9M | 40k | 96.83 | |
Adobe Systems Incorporated (ADBE) | 5.1 | $3.5M | 7.0k | 504.60 | |
Servicenow (NOW) | 4.4 | $3.0M | 4.0k | 762.40 | |
Datadog Cl A Com (DDOG) | 1.4 | $989k | 8.0k | 123.60 |