Q4 2024 · 13F-HR
Andar Capital Management HK Ltdholdings as filed
Filed 2025-02-11 · accession 0001805591-25-000002
$77.5M
Reported value
16
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| N07059210 | ASML | ASML HOLDING N V | $10.5M | 13.5% | 15,100 | Common | SOLE |
| G25457105 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $10.3M | 13.3% | 153,000 | Common | SOLE |
| N14506104 | ESTC | ELASTIC N V | $8.9M | 11.5% | 90,000 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $8.0M | 10.4% | 66,600 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $6.4M | 8.25% | 32,400 | Common | SOLE |
| 46438F101 | IBIT | ISHARES BITCOIN TRUST ETF | $5.5M | 7.14% | 104,400 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC | $5.4M | 6.96% | 48,800 | Common | SOLE |
| 75776W103 | RDW | REDWIRE CORPORATION | $3.6M | 4.67% | 220,000 | Common | SOLE |
| 594972408 | MSTR | MICROSTRATEGY INC | $3.4M | 4.37% | 11,700 | Common | SOLE |
| 79589L106 | IOT | SAMSARA INC | $3.1M | 3.95% | 70,000 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $2.8M | 3.59% | 18,000 | Common | SOLE |
| 042068205 | ARM | ARM HOLDINGS PLC | $2.8M | 3.56% | 22,400 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $2.4M | 3.06% | 10,080 | Common | SOLE |
| 880770102 | TER | TERADYNE INC | $1.9M | 2.44% | 15,000 | Common | SOLE |
| 609839105 | MPWR | MONOLITHIC PWR SYS INC | $1.4M | 1.83% | 2,400 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $1.2M | 1.52% | 10,400 | 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.