Andar Capital Management HK Ltd - Q3 2023 holdings

$39.7 Million is the total value of Andar Capital Management HK Ltd's 11 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 91.7% .

 Value Shares↓ Weighting
MDB BuyMONGODB CL A ORDcl a$7,608,920
+54.3%
22,000
+83.3%
19.16%
+93.2%
ANET SellARISTA NETWORKS ORD$4,414,320
-14.9%
24,000
-25.0%
11.12%
+6.6%
NOW BuySERVICENOW ORD$3,912,720
+36.5%
7,000
+37.3%
9.85%
+71.0%
S NewSENTINELONE CL A ORDcl a$3,429,324203,400
+100.0%
8.64%
CFLT NewCONFLUENT CL A ORD$3,405,150115,000
+100.0%
8.58%
NewASML HOLDING ADR REP ORD$3,390,6825,760
+100.0%
8.54%
AMD SellADVANCED MICRO DEVICES ORD$3,084,600
-38.5%
30,000
-31.8%
7.77%
-22.9%
ADBE BuyADOBE ORD$3,059,400
+89.6%
6,000
+81.8%
7.70%
+137.4%
MSFT SellMICROSOFT ORD$3,031,200
-44.4%
9,600
-40.0%
7.63%
-30.3%
FTNT NewFORTINET ORD$2,581,92044,000
+100.0%
6.50%
QQQ NewINVSC QQQ TRUST SRS 1 ETFunit ser 1$1,791,3505,000
+100.0%
4.51%
NVDA ExitNVIDIA CORPORATION$0-5,000
-100.0%
-4.25%
TSM ExitTAIWAN SEMICONDUCTOR MFG LTDsponsored ads$0-26,000
-100.0%
-5.28%
SMAR ExitSMARTSHEET INC$0-110,000
-100.0%
-8.46%
AVGO ExitBROADCOM INC$0-5,500
-100.0%
-9.59%
BABA ExitALIBABA GROUP HLDG LTDsponsored ads$0-60,000
-100.0%
-10.06%
ORCL ExitORACLE CORP$0-50,000
-100.0%
-11.97%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-11-09
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ADVANCED MICRO DEVICES ORD10Q3 202319.7%
BILL COM HLDGS INC8Q3 202218.6%
MONGODB INC7Q3 202322.1%
10X GENOMICS INC5Q4 20219.2%
ALTERYX INC5Q4 20212.6%
ALIBABA GROUP HLDG LTD4Q2 202318.8%
TERADATA CORP DEL4Q4 202120.1%
NVIDIA CORPORATION4Q2 202314.9%
TERADATA CORP DEL4Q4 202111.4%
PALANTIR TECHNOLOGIES INC4Q3 202110.6%

View Andar Capital Management HK Ltd's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-06
13F-HR2023-11-09
13F-HR2023-08-14
13F-HR2023-05-05
13F-HR2023-01-27
13F-HR2022-11-14
13F-HR2022-08-12
13F-HR2022-05-12
13F-HR2022-02-14
13F-HR2021-11-15

View Andar Capital Management HK Ltd's complete filings history.

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