$94.8 Million is the total value of Andar Capital Management HK Ltd's 14 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 76.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TDC | New | TERADATA CORP DEL | $19,039,000 | – | 494,000 | +100.0% | 20.08% | – |
| BILL | Sell | BILL COM HLDGS INC | $11,495,000 | -23.4% | 79,000 | -28.2% | 12.12% | +23.7% |
| TDC | New | TERADATA CORP DELcall | $9,635,000 | – | 250,000 | +100.0% | 10.16% | – |
| PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $8,734,000 | -46.1% | 375,000 | -45.5% | 9.21% | -12.9% |
| TXG | Buy | 10X GENOMICS INC | $8,688,000 | +33.4% | 48,000 | +4.3% | 9.16% | +115.5% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $7,065,000 | -65.1% | 90,000 | -59.3% | 7.45% | -43.7% |
| VRNS | Buy | VARONIS SYS INC | $6,803,000 | -46.7% | 132,500 | +69.9% | 7.17% | -13.9% |
| CRNC | Sell | CERENCE INC | $6,629,000 | -59.4% | 74,000 | -54.5% | 6.99% | -34.4% |
| TWLO | New | TWILIO INCcl a | $3,408,000 | – | 10,000 | +100.0% | 3.59% | – |
| ESTC | New | ELASTIC N V | $3,336,000 | – | 30,000 | +100.0% | 3.52% | – |
| SQ | New | SQUARE INCcl a | $2,725,000 | – | 12,000 | +100.0% | 2.87% | – |
| AYX | ALTERYX INCcall | $2,489,000 | -31.9% | 30,000 | 0.0% | 2.62% | +10.1% | |
| EGHT | Sell | 8X8 INC NEW | $2,433,000 | -74.3% | 75,000 | -72.7% | 2.57% | -58.5% |
| AMD | ADVANCED MICRO DEVICES INCcall | $2,355,000 | -14.4% | 30,000 | 0.0% | 2.48% | +38.3% | |
| INSP | Exit | INSPIRE MED SYS INC | $0 | – | -12,000 | -100.0% | -1.47% | – |
| MAXR | Exit | MAXAR TECHNOLOGIES INC | $0 | – | -70,000 | -100.0% | -1.76% | – |
| TNDM | Exit | TANDEM DIABETES CARE INCcall | $0 | – | -30,000 | -100.0% | -1.87% | – |
| BILL | Exit | BILL COM HLDGS INCcall | $0 | – | -30,000 | -100.0% | -2.67% | – |
| WB | Exit | WEIBO CORPcall | $0 | – | -100,000 | -100.0% | -2.68% | – |
| TNDM | Exit | TANDEM DIABETES CARE INC | $0 | – | -101,000 | -100.0% | -6.31% | – |
| NVCR | Exit | NOVOCURE LTD | $0 | – | -61,000 | -100.0% | -6.89% | – |
| NUAN | Exit | NUANCE COMMUNICATIONS INC | $0 | – | -318,000 | -100.0% | -9.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-13
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.