AC
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Andar Capital Management HK Ltd13F | |
| Andar Capital Management HK Ltd | |
| Last update 2025-05-09 | 15 Stocks (7 new) |
| Value $52.00 Mil | Turnover 44 % |
Andar Capital Management HK Lt... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRDO | Credo Technology Group Holding Ltd | 174,000 | 6,987.8 | +13.73% | 13.470 | +1.63% | 0.100 | +178.39% | +44.39% | 16,657.4 | Semiconductors | |
AMD | Advanced Micro Devices Inc | 49,500 | 5,085.6 | -25.68% | 9.800 | -2.67% | 0.000 | +84.77% | +30.88% | 256,327.8 | Semiconductors | |
NOW | ServiceNow Inc | 6,000 | 4,776.8 | New Holding | 9.210 | +9.21% | 0.000 | +27.69% | -8.95% | 199,961.7 | Software | |
ANET | Arista Networks Inc | 57,000 | 4,416.4 | +16.80% | 8.510 | +1.22% | 0.000 | +65.06% | +1.05% | 140,280.1 | Hardware | |
MNDY | Monday.Com Ltd | 17,000 | 4,133.7 | +68.65% | 7.970 | +3.24% | 0.030 | +26.66% | +23.21% | 14,915.0 | Software | |
IBIT | ISHARES BITCOIN TR | 78,300 | 3,665.2 | -25.00% | 7.060 | -1.79% | 0.010 | +35.65% | +27.13% | 83,846.1 | ||
MSTR | Strategy | 10,800 | 3,113.3 | -7.69% | 6.000 | -0.34% | 0.000 | +36.88% | +50.18% | 122,201.5 | Software | |
PINS | Pinterest Inc | 96,000 | 2,976.0 | New Holding | 5.730 | +5.73% | 0.010 | +57.27% | +31.29% | 25,762.5 | Interactive Media | |
CIEN | Ciena Corp | 47,690 | 2,881.9 | New Holding | 5.550 | +5.55% | 0.030 | +46.21% | -0.28% | 11,955.4 | Hardware | |
CLS | Celestica Inc | 36,000 | 2,837.2 | New Holding | 5.470 | +5.47% | 0.030 | +98.31% | +73.15% | 18,362.8 | Hardware |
Andar Capital Management HK Ltd's Historical Top Holdings Breakdowns
Andar Capital Management HK Ltd's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ASML | ASML Holding NV | 2025-03-31 | Sold Out Sold Out | -13.50% | 662.63 ($727.48) 776.99 | $731.46 | 0.55% | Sold Out | 0 | -15,100 | |
NOW | ServiceNow Inc | 2025-03-31 | New Buy New Buy | +9.21% | 783.83 ($963.73) 1170.39 | $965.29 | 0.16% | New holding | 6,000 | 6,000 | |
ESTC | Elastic NV | 2025-03-31 | Reduce Reduce | -8.31% | 89.1 ($103.79) 117.76 | $87.22 | -15.96% | Reduce -72.22% | 25,000 | -65,000 | |
PINS | Pinterest Inc | 2025-03-31 | New Buy New Buy | +5.73% | 29.79 ($33.88) 40 | $38.22 | 12.80% | New holding | 96,000 | 96,000 | |
CIEN | Ciena Corp | 2025-03-31 | New Buy New Buy | +5.55% | 60.43 ($79.05) 98.18 | $84.39 | 6.76% | New holding | 47,690 | 47,690 | |
CLS | Celestica Inc | 2025-03-31 | New Buy New Buy | +5.47% | 78.81 ($106.09) 143.67 | $159.82 | 50.65% | New holding | 36,000 | 36,000 | |
AMZN | Amazon.com Inc | 2025-03-31 | New Buy New Buy | +5.13% | 190.26 ($217) 242.06 | $227.55 | 4.86% | New holding | 14,000 | 14,000 | |
RDW | Redwire Corp | 2025-03-31 | Sold Out Sold Out | -4.67% | 8.29 ($16.56) 25.66 | $19.57 | 18.18% | Sold Out | 0 | -220,000 | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 2025-03-31 | Reduce Reduce | -4.43% | 165.25 ($194.34) 224.62 | $241.94 | 24.49% | Reduce -53.7% | 15,000 | -17,400 | |
IOT | Samsara Inc | 2025-03-31 | Sold Out Sold Out | -3.95% | 34.06 ($46.57) 60.96 | $39.34 | -15.53% | Sold Out | 0 | -70,000 |
Andar Capital Management HK Ltd Total Holding History ($B)
Andar Capital Management HK Ltd's Asset Allocation
Andar Capital Management HK Ltd Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Andar Capital Management HK Ltd's Hypothetical Growth since 2025-03-31
Andar Capital Management HK Ltd's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Andar Capital Management HK Ltd's Holdings Heat Map
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Andar Capital Management HK Ltd's Holdings Bubble Chart
Andar Capital Management HK Ltd News
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