Andar Capital Management HK as of June 30, 2024
Portfolio Holdings for Andar Capital Management HK
Andar Capital Management HK holds 20 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Advanced Micro Devices (AMD) | 10.2 | $7.3M | 45k | 162.21 | |
| Teradyne (TER) | 8.3 | $6.0M | 41k | 148.29 | |
| Meta Platforms Cl A (META) | 7.6 | $5.4M | 11k | 504.22 | |
| Cloudflare Cl A Com (NET) | 6.6 | $4.8M | 58k | 82.83 | |
| Sentinelone Cl A (S) | 6.6 | $4.7M | 225k | 21.05 | |
| Marvell Technology (MRVL) | 6.6 | $4.7M | 68k | 69.90 | |
| Arista Networks (ANET) | 6.1 | $4.4M | 13k | 350.48 | |
| Amazon (AMZN) | 6.0 | $4.3M | 23k | 193.25 | |
| Servicenow (NOW) | 5.9 | $4.2M | 5.4k | 786.67 | |
| NetApp (NTAP) | 5.8 | $4.2M | 32k | 128.80 | |
| Qualcomm (QCOM) | 5.5 | $3.9M | 20k | 199.18 | |
| Fortinet (FTNT) | 4.5 | $3.3M | 54k | 60.27 | |
| Elastic N V Ord Shs (ESTC) | 3.2 | $2.3M | 20k | 113.91 | |
| Arm Holdings Sponsored Ads (ARM) | 2.9 | $2.1M | 13k | 163.62 | |
| Samsara Com Cl A (IOT) | 2.8 | $2.0M | 60k | 33.70 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 2.8 | $2.0M | 63k | 31.94 | |
| Smartsheet Com Cl A (SMAR) | 2.8 | $2.0M | 45k | 44.08 | |
| Snowflake Cl A (SNOW) | 2.6 | $1.9M | 14k | 135.09 | |
| Dynatrace Com New (DT) | 1.9 | $1.3M | 30k | 44.74 | |
| Mongodb Cl A (MDB) | 1.4 | $1000k | 4.0k | 249.96 |
