Q4 2023 · 13F-HR
Andar Capital Management HK Ltdholdings as filed
Filed 2024-02-06 · accession 0001805591-24-000003
$70.9M
Reported value
19
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 60937P106 | MDB | MONGODB INC | $7.8M | 11.0% | 19,000 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $7.4M | 10.4% | 50,000 | Common | SOLE |
| 34959E109 | FTNT | FORTINET INC | $6.4M | 9.08% | 110,000 | Common | SOLE |
| 880770102 | TER | TERADYNE INC | $5.8M | 8.25% | 53,900 | Common | SOLE |
| 040413106 | ANETEUR | ARISTA NETWORKS INC | $5.7M | 7.97% | 24,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $4.6M | 6.49% | 13,000 | Common | SOLE |
| 83200N103 | SMARGBP | SMARTSHEET INC | $3.8M | 5.40% | 80,000 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $3.5M | 4.98% | 39,001 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $3.4M | 4.73% | 82,000 | Common | SOLE |
| 16679L109 | CHWY | CHEWY INC | $3.1M | 4.33% | 130,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $3.0M | 4.24% | 8,000 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $3.0M | 4.24% | 16,000 | Common | SOLE |
| 90138F102 | TWLO | TWILIO INC | $2.4M | 3.43% | 32,000 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $2.3M | 3.20% | 3,000 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $2.1M | 2.97% | 20,000 | Common | SOLE |
| 70432V102 | PAYC | PAYCOM SOFTWARE INC | $2.1M | 2.92% | 10,000 | Common | SOLE |
| 15677J108 | DAY | CERIDIAN HCM HLDG INC | $1.7M | 2.37% | 25,000 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $1.6M | 2.31% | 70,000 | Common | SOLE |
| 22207T101 | BASE | COUCHBASE INC | $1.2M | 1.72% | 54,000 | 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.