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Andar Capital Management Hk Ltd Top Holdings and 13F Report (2024)

About Andar Capital Management Hk Ltd

Investment Activity

  • Andar Capital Management Hk Ltd has $75.60 million in total holdings as of September 30, 2024.
  • Andar Capital Management Hk Ltd owns shares of 17 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
  • Approximately 70.93% of the portfolio was purchased this quarter.
  • About 65.64% of the portfolio was sold this quarter.
  • This quarter, Andar Capital Management Hk Ltd has purchased 20 new stocks and bought additional shares in 3 stocks.
  • Andar Capital Management Hk Ltd sold shares of 4 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

Elastic
$12,051,320
Pinterest
$8,707,530

Largest New Holdings this Quarter

Pinterest
$8,707,530 Holding
Super Micro Computer
$5,413,200 Holding
MicroStrategy
$4,215,000 Holding
ASML
$3,499,650 Holding

Largest Purchases this Quarter

Elastic
137,000 shares (about $10.52M)
Pinterest
269,000 shares (about $8.71M)
Credo Technology Group
213,000 shares (about $6.56M)
Super Micro Computer
13,000 shares (about $5.41M)
MicroStrategy
25,000 shares (about $4.22M)

Largest Sales this Quarter

Teradyne
25,500 shares (about $3.42M)
SentinelOne
123,000 shares (about $2.94M)
Arista Networks
3,600 shares (about $1.38M)
Amazon.com
5,500 shares (about $1.02M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAndar Capital Management Hk Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Elastic stock logo
ESTC
Elastic
$12,051,320$10,516,120 685.0%157,00015.9%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$10,008,880$2,576,876 34.7%61,00013.2%Computer and Technology
Pinterest, Inc. stock logo
PINS
Pinterest
$8,707,530$8,707,530 New Holding269,00011.5%Computer and Technology
Credo Technology Group Holding Ltd stock logo
CRDO
Credo Technology Group
$8,500,800$6,560,400 338.1%276,00011.2%Computer and Technology
Super Micro Computer, Inc. stock logo
SMCI
Super Micro Computer
$5,413,200$5,413,200 New Holding13,0007.2%Computer and Technology
MicroStrategy Incorporated stock logo
MSTR
MicroStrategy
$4,215,000$4,215,000 New Holding25,0005.6%Computer and Technology
ASML Holding stock logo
ASML
ASML
$3,499,650$3,499,650 New Holding4,2004.6%Computer and Technology
Arista Networks, Inc. stock logo
ANET
Arista Networks
$3,454,380$1,381,752 -28.6%9,0004.6%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,167,610$1,024,815 -24.4%17,0004.2%Retail/Wholesale
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$2,952,390$2,952,390 New Holding17,0003.9%Computer and Technology
Lam Research Co. stock logo
LRCX
Lam Research
$2,937,888$2,937,888 New Holding3,6003.9%Computer and Technology
SentinelOne, Inc. stock logo
S
SentinelOne
$2,439,840$2,942,160 -54.7%102,0003.2%Computer and Technology
Teradyne, Inc. stock logo
TER
Teradyne
$2,008,950$3,415,215 -63.0%15,0002.7%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$1,831,410$1,831,410 New Holding7,0002.4%Auto/Tires/Trucks
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,700,160$1,700,160 New Holding14,0002.2%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$1,671,900$1,671,900 New Holding10,0002.2%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$1,035,000$1,035,000 New Holding6,0001.4%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$0$5,445,576 -100.0%00.0%Computer and Technology
Cloudflare, Inc. stock logo
NET
Cloudflare
$0$4,771,008 -100.0%00.0%Computer and Technology
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$0$4,718,250 -100.0%00.0%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$0$4,248,018 -100.0%00.0%Computer and Technology
NetApp, Inc. stock logo
NTAP
NetApp
$0$4,173,120 -100.0%00.0%Computer and Technology
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$0$3,943,764 -100.0%00.0%Computer and Technology
Fortinet, Inc. stock logo
FTNT
Fortinet
$0$3,254,580 -100.0%00.0%Computer and Technology
ARM HOLDINGS PLC
$0$2,061,612 -100.0%00.0%SPONSORED ADS
Samsara Inc. stock logo
IOT
Samsara
$0$2,022,000 -100.0%00.0%Computer and Technology
Smartsheet Inc stock logo
SMAR
Smartsheet
$0$1,983,600 -100.0%00.0%Computer and Technology
Snowflake Inc. stock logo
SNOW
Snowflake
$0$1,891,260 -100.0%00.0%Computer and Technology
Dynatrace, Inc. stock logo
DT
Dynatrace
$0$1,342,200 -100.0%00.0%Computer and Technology
MongoDB, Inc. stock logo
MDB
MongoDB
$0$999,840 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data