$11.9 Million is the total value of Andar Capital Management HK Ltd's 8 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $2,240,000 | – | 28,000 | +100.0% | 18.80% | – |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $1,964,000 | -71.5% | 31,002 | -65.6% | 16.49% | -9.9% |
| CDAY | New | CERIDIAN HCM HLDG INC | $1,727,000 | – | 30,900 | +100.0% | 14.50% | – |
| MDB | Sell | MONGODB INCcl a | $1,688,000 | -56.6% | 8,500 | -43.3% | 14.17% | +36.9% |
| TER | Sell | TERADYNE INC | $1,503,000 | -65.7% | 20,000 | -59.2% | 12.62% | +8.1% |
| ILMN | New | ILLUMINA INC | $1,336,000 | – | 7,000 | +100.0% | 11.22% | – |
| BILL | Sell | BILL COM HLDGS INC | $860,000 | -82.6% | 6,500 | -85.6% | 7.22% | -45.1% |
| URA | New | GLOBAL X FDSglobal x uranium | $595,000 | – | 30,000 | +100.0% | 5.00% | – |
| JD | Exit | JD.COM INCspon adr cl a | $0 | – | -27,000 | -100.0% | -4.61% | – |
| EXPE | Exit | EXPEDIA GROUP INC | $0 | – | -20,000 | -100.0% | -5.04% | – |
| WDAY | Exit | WORKDAY INCcl a | $0 | – | -30,000 | -100.0% | -11.13% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -31,000 | -100.0% | -12.50% | – |
| FTNT | Exit | FORTINET INC | $0 | – | -88,000 | -100.0% | -13.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
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.