Q2 2024 · 13F-HR
Andar Capital Management HK Ltdholdings as filed
Filed 2024-08-12 · accession 0001805591-24-000009
$72.0M
Reported value
20
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $7.3M | 10.2% | 45,295 | Common | SOLE |
| 880770102 | TER | TERADYNE INC | $6.0M | 8.34% | 40,500 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $5.4M | 7.56% | 10,800 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $4.8M | 6.63% | 57,600 | Common | SOLE |
| 81730H109 | S | SENTINELONE INC | $4.7M | 6.58% | 225,000 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $4.7M | 6.55% | 67,500 | Common | SOLE |
| 040413106 | ANETEUR | ARISTA NETWORKS INC | $4.4M | 6.13% | 12,600 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $4.3M | 6.04% | 22,500 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $4.2M | 5.90% | 5,400 | Common | SOLE |
| 64110D104 | NTAP | NETAPP INC | $4.2M | 5.80% | 32,400 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $3.9M | 5.48% | 19,800 | Common | SOLE |
| 34959E109 | FTNT | FORTINET INC | $3.3M | 4.52% | 54,000 | Common | SOLE |
| N14506104 | ESTC | ELASTIC N V | $2.3M | 3.16% | 20,000 | Common | SOLE |
| 042068205 | ARM | ARM HOLDINGS PLC | $2.1M | 2.86% | 12,600 | Common | SOLE |
| 79589L106 | IOT | SAMSARA INC | $2.0M | 2.81% | 60,000 | Common | SOLE |
| G25457105 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $2.0M | 2.79% | 63,000 | Common | SOLE |
| 83200N103 | SMARGBP | SMARTSHEET INC | $2.0M | 2.76% | 45,000 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $1.9M | 2.63% | 14,000 | Common | SOLE |
| 268150109 | DT | DYNATRACE INC | $1.3M | 1.86% | 30,000 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $999,840 | 1.39% | 4,000 | 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.