Andar Capital Management HK as of Sept. 30, 2024
Portfolio Holdings for Andar Capital Management HK
Andar Capital Management HK holds 17 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Elastic N V Ord Shs (ESTC) | 15.9 | $12M | 157k | 76.76 | |
| Advanced Micro Devices (AMD) | 13.2 | $10M | 61k | 164.08 | |
| Pinterest Cl A (PINS) | 11.5 | $8.7M | 269k | 32.37 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 11.2 | $8.5M | 276k | 30.80 | |
| Super Micro Computer (SMCI) | 7.2 | $5.4M | 13k | 416.40 | |
| Microstrategy Cl A New (MSTR) | 5.6 | $4.2M | 25k | 168.60 | |
| Asml Holding N V N Y Registry Shs (ASML) | 4.6 | $3.5M | 4.2k | 833.25 | |
| Arista Networks (ANET) | 4.6 | $3.5M | 9.0k | 383.82 | |
| Amazon (AMZN) | 4.2 | $3.2M | 17k | 186.33 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.9 | $3.0M | 17k | 173.67 | |
| Lam Research Corporation (LRCX) | 3.9 | $2.9M | 3.6k | 816.08 | |
| Sentinelone Cl A (S) | 3.2 | $2.4M | 102k | 23.92 | |
| Teradyne (TER) | 2.7 | $2.0M | 15k | 133.93 | |
| Tesla Motors (TSLA) | 2.4 | $1.8M | 7.0k | 261.63 | |
| NVIDIA Corporation (NVDA) | 2.2 | $1.7M | 14k | 121.44 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.2 | $1.7M | 10k | 167.19 | |
| Broadcom (AVGO) | 1.4 | $1.0M | 6.0k | 172.50 |
