Q1 2024 · 13F-HR
Andar Capital Management HK Ltdholdings as filed
Filed 2024-05-13 · accession 0001805591-24-000005
$69.3M
Reported value
13
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $10.8M | 15.6% | 60,000 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $8.3M | 12.0% | 23,100 | Common | SOLE |
| 040413106 | ANETEUR | ARISTA NETWORKS INC | $7.5M | 10.8% | 25,920 | Common | SOLE |
| 268150109 | DT | DYNATRACE INC | $6.5M | 9.38% | 140,000 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $5.9M | 8.44% | 30,000 | Common | SOLE |
| 880770102 | TER | TERADYNE INC | $5.6M | 8.14% | 50,000 | Common | SOLE |
| 90138F102 | TWLO | TWILIO INC | $4.6M | 6.62% | 75,000 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $4.4M | 6.37% | 100,000 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $4.3M | 6.13% | 60,000 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $3.9M | 5.59% | 40,000 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $3.5M | 5.10% | 7,000 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $3.0M | 4.40% | 4,000 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $988,800 | 1.43% | 8,000 | 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.