Q2 2025 · 13F-HR
Andar Capital Management HK Ltdholdings as filed
Filed 2025-08-08 · accession 0001805591-25-000006
$85.6M
Reported value
19
Positions
2025-06-30
Period end
The Brief · Andar Capital Management HK Ltd · Q2 2025
AI · grounded in 13F
Andar Capital Management HK Ltd established a new position in CRDO valued at $15.7M. The fund also initiated new stakes in AMD for $13.2M and SMTC for $7.2M. Additional new positions include NOW at $6.2M and IBIT at $5.5M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G25457105 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $15.7M | 18.4% | 170,000 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $13.2M | 15.4% | 93,000 | Common | SOLE |
| 816850101 | SMTC | SEMTECH CORP | $7.2M | 8.44% | 160,000 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $6.2M | 7.21% | 6,000 | Common | SOLE |
| 46438F101 | IBIT | ISHARES BITCOIN TRUST ETF | $5.5M | 6.44% | 90,000 | Common | SOLE |
| 880770102 | TER | TERADYNE INC | $5.4M | 6.31% | 60,000 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC | $4.1M | 4.78% | 40,000 | Common | SOLE |
| 19247G107 | COHR | COHERENT CORP | $3.9M | 4.59% | 44,000 | Common | SOLE |
| 15101Q207 | CLS | CELESTICA INC | $3.3M | 3.83% | 21,000 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $2.8M | 3.31% | 9,000 | Common | SOLE |
| 594972408 | MSTR | MICROSTRATEGY INC | $2.8M | 3.31% | 7,000 | Common | SOLE |
| 75776W103 | RDW | REDWIRE CORPORATION | $2.8M | 3.24% | 170,000 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $2.7M | 3.18% | 12,000 | Common | SOLE |
| 171779309 | CIEN | CIENA CORP | $2.4M | 2.85% | 30,000 | Common | SOLE |
| 781154109 | RBRK | RUBRIK INC. | $2.0M | 2.30% | 22,000 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $1.7M | 1.99% | 17,000 | Common | SOLE |
| N97284108 | NBIS | NEBIUS GROUP N.V. | $1.3M | 1.55% | 24,000 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $1.3M | 1.49% | 4,000 | Common | SOLE |
| 04626A103 | ALAB | ASTERA LABS INC | $1.2M | 1.37% | 13,000 | 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.