Q2 2023 · 13F-HR
Andar Capital Management HK Ltdholdings as filed
Filed 2023-08-14 · accession 0001805591-23-000008
$49.7M
Reported value
12
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 68389X105 | ORCL | ORACLE CORP | $6.0M | 12.0% | 50,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $5.4M | 11.0% | 16,000 | Common | SOLE |
| 040413106 | ANETEUR | ARISTA NETWORKS INC | $5.2M | 10.4% | 32,000 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $5.0M | 10.1% | 44,000 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $5.0M | 10.1% | 60,000 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $4.9M | 9.92% | 12,000 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $4.8M | 9.59% | 5,500 | Common | SOLE |
| 83200N103 | SMARGBP | SMARTSHEET INC | $4.2M | 8.46% | 110,000 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $2.9M | 5.76% | 5,100 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $2.6M | 5.28% | 26,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $2.1M | 4.25% | 5,000 | Common | SOLE |
| 00724F101 | ADBE | ADOBE ORD | $1.6M | 3.24% | 3,300 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.