Q3 2024 · 13F-HR
Andar Capital Management HK Ltdholdings as filed
Filed 2024-11-08 · accession 0001805591-24-000011
$75.6M
Reported value
17
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| N14506104 | ESTC | ELASTIC N V | $12.1M | 15.9% | 157,000 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $10.0M | 13.2% | 61,000 | Common | SOLE |
| 72352L106 | PINS | PINTEREST INC | $8.7M | 11.5% | 269,000 | Common | SOLE |
| G25457105 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $8.5M | 11.2% | 276,000 | Common | SOLE |
| 86800U104 | SMCIUSD | SUPER MICRO COMPUTER INC | $5.4M | 7.16% | 13,000 | Common | SOLE |
| 594972408 | MSTR | MICROSTRATEGY INC | $4.2M | 5.58% | 25,000 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $3.5M | 4.63% | 4,200 | Common | SOLE |
| 040413106 | ANETEUR | ARISTA NETWORKS INC | $3.5M | 4.57% | 9,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $3.2M | 4.19% | 17,000 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $3.0M | 3.91% | 17,000 | Common | SOLE |
| 512807108 | LRCXEUR | LAM RESEARCH CORP | $2.9M | 3.89% | 3,600 | Common | SOLE |
| 81730H109 | S | SENTINELONE INC | $2.4M | 3.23% | 102,000 | Common | SOLE |
| 880770102 | TER | TERADYNE INC | $2.0M | 2.66% | 15,000 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $1.8M | 2.42% | 7,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $1.7M | 2.25% | 14,000 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $1.7M | 2.21% | 10,000 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $1.0M | 1.37% | 6,000 | 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.