Andar Capital Management HK Ltd
Follow13F filer, CIK 1805591, HONG KONG, Hong Kong
Andar Capital Management HK Ltd reported $75,595,908 across 17 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-08. Its ten largest share positions make up 81.98% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001805591-24-000011
- Period
- 2024-09-30
- Reported value
- $75.6M
- Holdings
- 17
- Top 10 weight
- 81.98%
- New
- 10
- Sold out
- 13
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| ESTCadded | +137,000 | $10.5M |
| PINSnew | +269,000 | $8.71M |
| CRDOadded | +213,000 | $6.56M |
| SUPER MICRO COMPUTER INCnew | +13,000 | $5.41M |
| MSTRnew | +25,000 | $4.21M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| METAexited | -10,800 | -$5.45M |
| NETexited | -57,600 | -$4.77M |
| MRVLexited | -67,500 | -$4.72M |
| NOWexited | -5,400 | -$4.25M |
| NTAPexited | -32,400 | -$4.17M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q3 2024
Share positions as resolved from 13F-HR 0001805591-24-000011, largest first. % of portfolio is the value over $75,595,908, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| ESTCELASTIC N V | 157,000 | $12.1M | 15.94% | +137,000 | Timeline | ||
| AMDADVANCED MICRO DEVICES INC | 61,000 | $10M | 13.24% | +15,705 | Timeline | ||
| PINSPINTEREST INC | 269,000 | $8.71M | 11.52% | new | Timeline | ||
| CRDOCREDO TECHNOLOGY GROUP HOLDI | 276,000 | $8.5M | 11.25% | +213,000 | Timeline | ||
| SUPER MICRO COMPUTER INCSUPER MICRO COMPUTER INC | 13,000 | $5.41M | 7.16% | new | |||
| MSTRSTRATEGY INC | 25,000 | $4.21M | 5.58% | new | Timeline | ||
| ASMLASML HLDG NV | 4,200 | $3.5M | 4.63% | new | Timeline | ||
| ARISTA NETWORKS INCARISTA NETWORKS INC | 9,000 | $3.45M | 4.57% | -3,600 | |||
| AMZNAMAZON COM INC | 17,000 | $3.17M | 4.19% | -5,500 | Timeline | ||
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 17,000 | $2.95M | 3.91% | new | Timeline | ||
| LAM RESEARCH CORPLAM RESEARCH CORP | 3,600 | $2.94M | 3.89% | new | |||
| SSENTINELONE INC | 102,000 | $2.44M | 3.23% | -123,000 | Timeline | ||
| TERTERADYNE INC | 15,000 | $2.01M | 2.66% | -25,500 | Timeline | ||
| TSLATESLA INC | 7,000 | $1.83M | 2.42% | new | Timeline | ||
| NVDANVIDIA CORPORATION | 14,000 | $1.7M | 2.25% | new | Timeline | ||
| GOOGALPHABET INC | 10,000 | $1.67M | 2.21% | new | Timeline | ||
| AVGOBROADCOM INC | 6,000 | $1.03M | 1.37% | new | Timeline |
Sold out in Q3 2024
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| METAMETA PLATFORMS INC | 10,800 | $5.45M | shares |
| NETCLOUDFLARE INC | 57,600 | $4.77M | shares |
| MRVLMARVELL TECHNOLOGY INC | 67,500 | $4.72M | shares |
| NOWSERVICENOW INC | 5,400 | $4.25M | shares |
| NTAPNETAPP INC | 32,400 | $4.17M | shares |
| QCOMQUALCOMM INC | 19,800 | $3.94M | shares |
| FTNTFORTINET INC | 54,000 | $3.25M | shares |
| ARMARM HOLDINGS PLC | 12,600 | $2.06M | shares |
| IOTSAMSARA INC | 60,000 | $2.02M | shares |
| SMARTSHEET INC. (CLASS A)SMARTSHEET INC. (CLASS A) | 45,000 | $1.98M | shares |
| SNOWSNOWFLAKE INC | 14,000 | $1.89M | shares |
| DTDYNATRACE INC | 30,000 | $1.34M | shares |
| MDBMONGODB INC | 4,000 | $1000K | shares |
How Q3 2024 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001805591-24-000011 | base | 2024-11-08 | acceptance time not in the bulk data set |