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 $72.00 million in total holdings as of June 30, 2024.
Andar Capital Management Hk Ltd owns shares of 20 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
Approximately 57.27% of the portfolio was purchased this quarter.
About 52.13% of the portfolio was sold this quarter.
This quarter, Andar Capital Management Hk Ltd has purchased 13 new stocks and bought additional shares in 3 stocks.
Andar Capital Management Hk Ltd sold shares of 5 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Advanced Micro Devices: $7,347,302
Teradyne: $6,005,745
Meta Platforms: $5,445,576
Cloudflare: $4,771,008
SentinelOne: $4,736,250

Largest New Holdings this Quarter

Meta Platforms: $5,445,576 Holding
SentinelOne: $4,736,250 Holding
Amazon.com: $4,348,125 Holding
NetApp: $4,173,120 Holding
QUALCOMM: $3,943,764 Holding

Largest Purchases this Quarter

Meta Platforms: 10,800 shares (about $5.45M)
SentinelOne: 225,000 shares (about $4.74M)
Amazon.com: 22,500 shares (about $4.35M)
NetApp: 32,400 shares (about $4.17M)
QUALCOMM: 19,800 shares (about $3.94M)

Largest Sales this Quarter

Dynatrace: 110,000 shares (about $4.92M)
MongoDB: 19,100 shares (about $4.77M)
Arista Networks: 13,320 shares (about $4.67M)
Advanced Micro Devices: 14,705 shares (about $2.39M)
Teradyne: 9,500 shares (about $1.41M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AMD Advanced Micro Devices	$7,347,302	$2,385,298 ▼	-24.5%	45,295	10.2%	Computer and Technology
TER Teradyne	$6,005,745	$1,408,755 ▼	-19.0%	40,500	8.3%	Computer and Technology
META Meta Platforms	$5,445,576	$5,445,576 ▲	New Holding	10,800	7.6%	Computer and Technology
NET Cloudflare	$4,771,008	$1,457,808 ▲	44.0%	57,600	6.6%	Computer and Technology
S SentinelOne	$4,736,250	$4,736,250 ▲	New Holding	225,000	6.6%	Computer and Technology
MRVL Marvell Technology	$4,718,250	$524,250 ▲	12.5%	67,500	6.6%	Business Services
ANET Arista Networks	$4,416,048	$4,668,394 ▼	-51.4%	12,600	6.1%	Computer and Technology
AMZN Amazon.com	$4,348,125	$4,348,125 ▲	New Holding	22,500	6.0%	Retail/Wholesale
NOW ServiceNow	$4,248,018	$1,101,338 ▲	35.0%	5,400	5.9%	Computer and Technology
NTAP NetApp	$4,173,120	$4,173,120 ▲	New Holding	32,400	5.8%	Computer and Technology
QCOM QUALCOMM	$3,943,764	$3,943,764 ▲	New Holding	19,800	5.5%	Computer and Technology
FTNT Fortinet	$3,254,580	$3,254,580 ▲	New Holding	54,000	4.5%	Computer and Technology
ESTC Elastic	$2,278,200	$2,278,200 ▲	New Holding	20,000	3.2%	Business Services
ARM HOLDINGS PLC	$2,061,612	$2,061,612 ▲	New Holding	12,600	2.9%	SPONSORED ADS
IOT Samsara	$2,022,000	$2,022,000 ▲	New Holding	60,000	2.8%	Computer and Technology
CRDO Credo Technology Group	$2,012,220	$2,012,220 ▲	New Holding	63,000	2.8%	Business Services
SMAR Smartsheet	$1,983,600	$1,983,600 ▲	New Holding	45,000	2.8%	Computer and Technology
SNOW Snowflake	$1,891,260	$1,891,260 ▲	New Holding	14,000	2.6%	Computer and Technology
DT Dynatrace	$1,342,200	$4,921,400 ▼	-78.6%	30,000	1.9%	Computer and Technology
MDB MongoDB	$999,840	$4,774,236 ▼	-82.7%	4,000	1.4%	Computer and Technology
TEAM Atlassian	$0	$5,853,300 ▼	-100.0%	0	0.0%	Computer and Technology
TWLO Twilio	$0	$4,586,250 ▼	-100.0%	0	0.0%	Computer and Technology
INTC Intel	$0	$4,417,000 ▼	-100.0%	0	0.0%	Computer and Technology
ADBE Adobe	$0	$3,532,200 ▼	-100.0%	0	0.0%	Computer and Technology
DDOG Datadog	$0	$988,800 ▼	-100.0%	0	0.0%	Computer and Technology