$109 Million is the total value of Andar Capital Management HK Ltd's 14 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 73.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $13,514,000 | – | 66,000 | +100.0% | 12.40% | – |
| MDB | Buy | MONGODB INCcl a | $13,498,000 | +24.5% | 25,500 | +10.9% | 12.38% | +43.1% |
| BILL | Sell | BILL COM HLDGS INC | $11,585,000 | -30.0% | 46,500 | -25.0% | 10.63% | -19.5% |
| TDC | Sell | TERADATA CORP DELcall | $10,618,000 | -25.9% | 2,500 | -99.0% | 9.74% | -14.8% |
| TEAM | Buy | ATLASSIAN CORP PLCcl a | $9,723,000 | +46.1% | 25,500 | +50.0% | 8.92% | +68.0% |
| TXG | Buy | 10X GENOMICS INC | $8,193,000 | +22.3% | 55,000 | +19.6% | 7.52% | +40.7% |
| WDAY | New | WORKDAY INCcl a | $6,966,000 | – | 25,500 | +100.0% | 6.39% | – |
| BL | Buy | BLACKLINE INC | $6,523,000 | -7.9% | 63,000 | +5.0% | 5.98% | +5.9% |
| ASML | New | ASML HOLDING N V | $6,369,000 | – | 8,000 | +100.0% | 5.84% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $5,756,000 | – | 40,000 | +100.0% | 5.28% | – |
| HUBS | New | HUBSPOT INC | $5,273,000 | – | 8,000 | +100.0% | 4.84% | – |
| ILMN | Sell | ILLUMINA INC | $5,136,000 | -36.7% | 13,500 | -32.5% | 4.71% | -27.2% |
| TDC | Sell | TERADATA CORP DEL | $4,035,000 | -66.3% | 95,000 | -54.5% | 3.70% | -61.3% |
| AYX | Sell | ALTERYX INCcall | $1,815,000 | -17.2% | 300 | -99.0% | 1.66% | -4.8% |
| PODD | Exit | INSULET CORP | $0 | – | -9,000 | -100.0% | -2.04% | – |
| QID | Exit | PROSHARES TRultshrt qqq | $0 | – | -225,000 | -100.0% | -3.58% | – |
| TWLO | Exit | TWILIO INCcl a | $0 | – | -16,000 | -100.0% | -4.07% | – |
| VRNS | Exit | VARONIS SYS INC | $0 | – | -119,000 | -100.0% | -5.78% | – |
| COUP | Exit | COUPA SOFTWARE INC | $0 | – | -46,000 | -100.0% | -8.04% | – |
| PLTR | Exit | PALANTIR TECHNOLOGIES INCcl a | $0 | – | -475,000 | -100.0% | -9.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
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.