$62.3 Million is the total value of Andar Capital Management HK Ltd's 7 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 107.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MDB | Buy | MONGODB INCcl a | $13,751,000 | +1.9% | 31,000 | +21.6% | 22.08% | +78.3% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $12,246,000 | +112.8% | 112,000 | +180.0% | 19.67% | +272.4% |
| BILL | Buy | BILL COM HLDGS INC | $11,566,000 | -0.2% | 51,000 | +9.7% | 18.58% | +74.8% |
| NVDA | New | NVIDIA CORPORATION | $9,277,000 | – | 34,000 | +100.0% | 14.90% | – |
| TER | New | TERADYNE INC | $8,040,000 | – | 68,000 | +100.0% | 12.91% | – |
| MU | New | MICRON TECHNOLOGY INC | $3,739,000 | – | 48,000 | +100.0% | 6.00% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $3,645,000 | – | 8,000 | +100.0% | 5.85% | – |
| AYX | Exit | ALTERYX INCcall | $0 | – | -300 | -100.0% | -1.66% | – |
| TDC | Exit | TERADATA CORP DEL | $0 | – | -95,000 | -100.0% | -3.70% | – |
| ILMN | Exit | ILLUMINA INC | $0 | – | -13,500 | -100.0% | -4.71% | – |
| HUBS | Exit | HUBSPOT INC | $0 | – | -8,000 | -100.0% | -4.84% | – |
| ASML | Exit | ASML HOLDING N V | $0 | – | -8,000 | -100.0% | -5.84% | – |
| BL | Exit | BLACKLINE INC | $0 | – | -63,000 | -100.0% | -5.98% | – |
| WDAY | Exit | WORKDAY INCcl a | $0 | – | -25,500 | -100.0% | -6.39% | – |
| TXG | Exit | 10X GENOMICS INC | $0 | – | -55,000 | -100.0% | -7.52% | – |
| TEAM | Exit | ATLASSIAN CORP PLCcl a | $0 | – | -25,500 | -100.0% | -8.92% | – |
| TDC | Exit | TERADATA CORP DELcall | $0 | – | -2,500 | -100.0% | -9.74% | – |
| CRWD | Exit | CROWDSTRIKE HLDGS INCcl a | $0 | – | -66,000 | -100.0% | -12.40% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-12
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.