$153 Million is the total value of Andar Capital Management HK Ltd's 17 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMD | New | ADVANCED MICRO DEVICES INC | $20,268,000 | – | 221,000 | +100.0% | 13.23% | – |
| CRNC | New | CERENCE INC | $16,328,000 | – | 162,500 | +100.0% | 10.66% | – |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $16,202,000 | – | 688,000 | +100.0% | 10.57% | – |
| BILL | New | BILL COM HLDGS INC | $15,015,000 | – | 110,000 | +100.0% | 9.80% | – |
| NUAN | New | NUANCE COMMUNICATIONS INC | $14,021,000 | – | 318,000 | +100.0% | 9.15% | – |
| VRNS | New | VARONIS SYS INC | $12,762,000 | – | 78,000 | +100.0% | 8.33% | – |
| NVCR | New | NOVOCURE LTD | $10,555,000 | – | 61,000 | +100.0% | 6.89% | – |
| TNDM | New | TANDEM DIABETES CARE INC | $9,664,000 | – | 101,000 | +100.0% | 6.31% | – |
| EGHT | New | 8X8 INC NEW | $9,479,000 | – | 275,000 | +100.0% | 6.19% | – |
| TXG | New | 10X GENOMICS INC | $6,514,000 | – | 46,000 | +100.0% | 4.25% | – |
| WB | New | WEIBO CORPcall | $4,099,000 | – | 100,000 | +100.0% | 2.68% | – |
| BILL | New | BILL COM HLDGS INCcall | $4,095,000 | – | 30,000 | +100.0% | 2.67% | – |
| AYX | New | ALTERYX INCcall | $3,654,000 | – | 30,000 | +100.0% | 2.38% | – |
| TNDM | New | TANDEM DIABETES CARE INCcall | $2,870,000 | – | 30,000 | +100.0% | 1.87% | – |
| AMD | New | ADVANCED MICRO DEVICES INCcall | $2,751,000 | – | 30,000 | +100.0% | 1.80% | – |
| MAXR | New | MAXAR TECHNOLOGIES INC | $2,701,000 | – | 70,000 | +100.0% | 1.76% | – |
| INSP | New | INSPIRE MED SYS INC | $2,257,000 | – | 12,000 | +100.0% | 1.47% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ADVANCED MICRO DEVICES ORD | 10 | Q3 2023 | 19.7% |
| BILL COM HLDGS INC | 8 | Q3 2022 | 18.6% |
| MONGODB INC | 7 | Q3 2023 | 22.1% |
| 10X GENOMICS INC | 5 | Q4 2021 | 9.2% |
| ALTERYX INC | 5 | Q4 2021 | 2.6% |
| ALIBABA GROUP HLDG LTD | 4 | Q2 2023 | 18.8% |
| TERADATA CORP DEL | 4 | Q4 2021 | 20.1% |
| NVIDIA CORPORATION | 4 | Q2 2023 | 14.9% |
| TERADATA CORP DEL | 4 | Q4 2021 | 11.4% |
| PALANTIR TECHNOLOGIES INC | 4 | Q3 2021 | 10.6% |
View Andar Capital Management HK Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View Andar Capital Management HK Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.