$37.6 Million is the total value of Andar Capital Management HK Ltd's 9 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 85.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMD | Sell | ADVANCED MICRO DEVICES INC | $6,882,000 | -43.8% | 90,000 | -19.6% | 18.30% | -7.0% |
| FTNT | New | FORTINET INC | $4,979,000 | – | 88,000 | +100.0% | 13.24% | – |
| BILL | Sell | BILL COM HLDGS INC | $4,947,000 | -57.2% | 45,000 | -11.8% | 13.16% | -29.2% |
| NVDA | Sell | NVIDIA CORPORATION | $4,699,000 | -49.3% | 31,000 | -8.8% | 12.50% | -16.1% |
| TER | Sell | TERADYNE INC | $4,388,000 | -45.4% | 49,000 | -27.9% | 11.67% | -9.6% |
| WDAY | New | WORKDAY INCcl a | $4,187,000 | – | 30,000 | +100.0% | 11.13% | – |
| MDB | Sell | MONGODB INCcl a | $3,893,000 | -71.7% | 15,000 | -51.6% | 10.35% | -53.1% |
| EXPE | New | EXPEDIA GROUP INC | $1,897,000 | – | 20,000 | +100.0% | 5.04% | – |
| JD | New | JD.COM INCspon adr cl a | $1,734,000 | – | 27,000 | +100.0% | 4.61% | – |
| ADBE | Exit | ADOBE SYSTEMS INCORPORATED | $0 | – | -8,000 | -100.0% | -5.85% | – |
| MU | Exit | MICRON TECHNOLOGY INC | $0 | – | -48,000 | -100.0% | -6.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-12
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.