Andar Capital Management HK as of March 31, 2025
Portfolio Holdings for Andar Capital Management HK
Andar Capital Management HK holds 15 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 13.5 | $7.0M | 174k | 40.16 | |
| Advanced Micro Devices (AMD) | 9.8 | $5.1M | 50k | 102.74 | |
| Servicenow (NOW) | 9.2 | $4.8M | 6.0k | 796.14 | |
| Arista Networks Com Shs (ANET) | 8.5 | $4.4M | 57k | 77.48 | |
| Monday SHS (MNDY) | 8.0 | $4.1M | 17k | 243.16 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 7.1 | $3.7M | 78k | 46.81 | |
| Microstrategy Cl A New (MSTR) | 6.0 | $3.1M | 11k | 288.27 | |
| Pinterest Cl A (PINS) | 5.7 | $3.0M | 96k | 31.00 | |
| Ciena Corp Com New (CIEN) | 5.6 | $2.9M | 48k | 60.43 | |
| Celestica (CLS) | 5.5 | $2.8M | 36k | 78.81 | |
| Amazon (AMZN) | 5.1 | $2.7M | 14k | 190.26 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.8 | $2.5M | 15k | 166.00 | |
| Elastic N V Ord Shs (ESTC) | 4.3 | $2.2M | 25k | 89.10 | |
| Marvell Technology (MRVL) | 3.5 | $1.8M | 30k | 61.57 | |
| Broadcom (AVGO) | 3.5 | $1.8M | 11k | 167.43 |
