Q1 2025 · 13F-HR
Andar Capital Management HK Ltdholdings as filed
Filed 2025-05-09 · accession 0001805591-25-000005
$51.9M
Reported value
15
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G25457105 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $7.0M | 13.5% | 174,000 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $5.1M | 9.80% | 49,500 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $4.8M | 9.21% | 6,000 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC | $4.4M | 8.51% | 57,000 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $4.1M | 7.97% | 17,000 | Common | SOLE |
| 46438F101 | IBIT | ISHARES BITCOIN TRUST ETF | $3.7M | 7.06% | 78,300 | Common | SOLE |
| 594972408 | MSTR | MICROSTRATEGY INC | $3.1M | 6.00% | 10,800 | Common | SOLE |
| 72352L106 | PINS | PINTEREST INC | $3.0M | 5.73% | 96,000 | Common | SOLE |
| 171779309 | CIEN | CIENA CORP | $2.9M | 5.55% | 47,690 | Common | SOLE |
| 15101Q207 | CLS | CELESTICA INC | $2.8M | 5.47% | 36,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $2.7M | 5.13% | 14,000 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $2.5M | 4.80% | 15,000 | Common | SOLE |
| N14506104 | ESTC | ELASTIC N V | $2.2M | 4.29% | 25,000 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $1.8M | 3.52% | 29,700 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $1.8M | 3.48% | 10,800 | 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.