Andar Capital Management HK as of June 30, 2025
Portfolio Holdings for Andar Capital Management HK
Andar Capital Management HK holds 19 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 18.4 | $16M | 170k | 92.59 | |
| Advanced Micro Devices (AMD) | 15.4 | $13M | 93k | 141.90 | |
| Semtech Corporation (SMTC) | 8.4 | $7.2M | 160k | 45.14 | |
| Servicenow (NOW) | 7.2 | $6.2M | 6.0k | 1028.08 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 6.4 | $5.5M | 90k | 61.21 | |
| Teradyne (TER) | 6.3 | $5.4M | 60k | 89.92 | |
| Arista Networks Com Shs (ANET) | 4.8 | $4.1M | 40k | 102.31 | |
| Coherent Corp (COHR) | 4.6 | $3.9M | 44k | 89.21 | |
| Celestica (CLS) | 3.8 | $3.3M | 21k | 156.11 | |
| Monday SHS (MNDY) | 3.3 | $2.8M | 9.0k | 314.48 | |
| Microstrategy Cl A New (MSTR) | 3.3 | $2.8M | 7.0k | 404.23 | |
| Redwire Corporation (RDW) | 3.2 | $2.8M | 170k | 16.30 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.2 | $2.7M | 12k | 226.49 | |
| Ciena Corp Com New (CIEN) | 2.9 | $2.4M | 30k | 81.33 | |
| Rubrik Cl A (RBRK) | 2.3 | $2.0M | 22k | 89.59 | |
| Okta Cl A (OKTA) | 2.0 | $1.7M | 17k | 99.97 | |
| Nebius Group Shs Class A (NBIS) | 1.6 | $1.3M | 24k | 55.33 | |
| Tesla Motors (TSLA) | 1.5 | $1.3M | 4.0k | 317.66 | |
| Astera Labs (ALAB) | 1.4 | $1.2M | 13k | 90.42 |
