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 | +152.05% | +39.28% | 16,067.4 | Semiconductors | |
AMD | Advanced Micro Devices Inc | 49,500 | 5,085.6 | -25.68% | 9.800 | -2.67% | 0.000 | +47.03% | +14.17% | 223,607.9 | Semiconductors | |
NOW | ServiceNow Inc | 6,000 | 4,776.8 | New Holding | 9.210 | +9.21% | 0.000 | +34.96% | -1.46% | 216,409.5 | Software | |
ANET | Arista Networks Inc | 57,000 | 4,416.4 | +16.80% | 8.510 | +1.22% | 0.000 | +43.85% | -7.25% | 128,757.1 | Hardware | |
MNDY | Monday.Com Ltd | 17,000 | 4,133.7 | +68.65% | 7.970 | +3.24% | 0.030 | +31.58% | +30.56% | 15,805.0 | Software | |
IBIT | ISHARES BITCOIN TR | 78,300 | 3,665.2 | -25.00% | 7.060 | -1.79% | 0.010 | +33.54% | +17.23% | 76,020.3 | ||
MSTR | Strategy | 10,800 | 3,113.3 | -7.69% | 6.000 | -0.34% | 0.000 | +43.12% | +39.49% | 112,851.4 | Software | |
PINS | Pinterest Inc | 96,000 | 2,976.0 | New Holding | 5.730 | +5.73% | 0.010 | +29.70% | +23.03% | 24,142.0 | Interactive Media | |
CIEN | Ciena Corp | 47,690 | 2,881.9 | New Holding | 5.550 | +5.55% | 0.030 | +44.83% | -4.04% | 11,504.5 | Hardware | |
CLS | Celestica Inc | 36,000 | 2,837.2 | New Holding | 5.470 | +5.47% | 0.030 | +130.18% | +72.55% | 18,378.9 | 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 | $794.50 | 9.21% | Sold Out | 0 | -15,100 | |
NOW | ServiceNow Inc | 2025-03-31 | New Buy New Buy | +9.21% | 783.83 ($963.73) 1170.39 | $1,044.69 | 8.40% | New holding | 6,000 | 6,000 | |
ESTC | Elastic NV | 2025-03-31 | Reduce Reduce | -8.31% | 89.1 ($103.79) 117.76 | $87.20 | -15.98% | Reduce -72.22% | 25,000 | -65,000 | |
PINS | Pinterest Inc | 2025-03-31 | New Buy New Buy | +5.73% | 29.79 ($33.88) 40 | $35.68 | 5.31% | New holding | 96,000 | 96,000 | |
CIEN | Ciena Corp | 2025-03-31 | New Buy New Buy | +5.55% | 60.43 ($79.05) 98.18 | $81.38 | 2.95% | New holding | 47,690 | 47,690 | |
CLS | Celestica Inc | 2025-03-31 | New Buy New Buy | +5.47% | 78.81 ($106.09) 143.67 | $159.26 | 50.12% | New holding | 36,000 | 36,000 | |
AMZN | Amazon.com Inc | 2025-03-31 | New Buy New Buy | +5.13% | 190.26 ($217) 242.06 | $223.41 | 2.95% | New holding | 14,000 | 14,000 | |
RDW | Redwire Corp | 2025-03-31 | Sold Out Sold Out | -4.67% | 8.29 ($16.56) 25.66 | $15.99 | -3.44% | 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 | $234.80 | 20.82% | 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 | $39.11 | -16.02% | Sold Out | 0 | -70,000 |
Andar Capital Management HK Ltd Total Holding History ($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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