$39.7 Million is the total value of Andar Capital Management HK Ltd's 11 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
S | New | SENTINELONE CL A ORDcl a | $3,429,324 | – | 203,400 | +100.0% | 8.64% | – |
CFLT | New | CONFLUENT CL A ORD | $3,405,150 | – | 115,000 | +100.0% | 8.58% | – |
New | ASML HOLDING ADR REP ORD | $3,390,682 | – | 5,760 | +100.0% | 8.54% | – | |
FTNT | New | FORTINET ORD | $2,581,920 | – | 44,000 | +100.0% | 6.50% | – |
QQQ | New | INVSC QQQ TRUST SRS 1 ETFunit ser 1 | $1,791,350 | – | 5,000 | +100.0% | 4.51% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-09
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.