$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 125.0% .
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% |
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% | – |
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.