$147 Million is the total value of Andar Capital Management HK Ltd's 15 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 64.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TDC | Sell | TERADATA CORP DEL | $23,186,000 | +21.8% | 464,000 | -6.1% | 15.81% | -21.2% |
| BILL | Buy | BILL COM HLDGS INC | $18,135,000 | +57.8% | 99,000 | +25.3% | 12.37% | +2.0% |
| ILMN | New | ILLUMINA INC | $13,250,000 | – | 28,000 | +100.0% | 9.04% | – |
| TDC | TERADATA CORP DELcall | $12,493,000 | +29.7% | 250,000 | 0.0% | 8.52% | -16.1% | |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $11,519,000 | +31.9% | 437,000 | +16.5% | 7.86% | -14.7% |
| VRNS | Buy | VARONIS SYS INC | $11,466,000 | +68.5% | 199,000 | +50.2% | 7.82% | +9.0% |
| TWLO | Buy | TWILIO INCcl a | $10,642,000 | +212.3% | 27,000 | +170.0% | 7.26% | +101.9% |
| TXG | Buy | 10X GENOMICS INC | $9,987,000 | +15.0% | 51,000 | +6.2% | 6.81% | -25.7% |
| TEAM | New | ATLASSIAN CORP PLCcl a | $6,678,000 | – | 26,000 | +100.0% | 4.55% | – |
| NOW | New | SERVICENOW INC | $6,595,000 | – | 12,000 | +100.0% | 4.50% | – |
| BL | New | BLACKLINE INC | $6,342,000 | – | 57,000 | +100.0% | 4.32% | – |
| BIDU | New | BAIDU INCspon adr rep a | $5,709,000 | – | 28,000 | +100.0% | 3.89% | – |
| CRNC | Sell | CERENCE INC | $5,229,000 | -21.1% | 49,000 | -33.8% | 3.57% | -49.0% |
| AMD | ADVANCED MICRO DEVICES INCcall | $2,818,000 | +19.7% | 30,000 | 0.0% | 1.92% | -22.6% | |
| AYX | ALTERYX INCcall | $2,581,000 | +3.7% | 30,000 | 0.0% | 1.76% | -33.0% | |
| EGHT | Exit | 8X8 INC NEW | $0 | – | -75,000 | -100.0% | -2.57% | – |
| SQ | Exit | SQUARE INCcl a | $0 | – | -12,000 | -100.0% | -2.87% | – |
| ESTC | Exit | ELASTIC N V | $0 | – | -30,000 | -100.0% | -3.52% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -90,000 | -100.0% | -7.45% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-12
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.