13F HOLDINGS REPORT
Andar Capital Management HK Ltd
Quarter ended Q2 2023 · Filed May 5, 2023 · Accession 0001805591-23-000007
Total Value
$53.1M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | BBAAY | 88,000 | $9.0M | 16.92% |
| 2 | MICROSOFT CORP | MSFT | 28,000 | $8.1M | 15.19% |
| 3 | VEEVA SYS INC | VEEV | 33,000 | $6.1M | 11.41% |
| 4 | SERVICENOW INC | NOW | 12,000 | $5.6M | 10.49% |
| 5 | NVIDIA CORPORATION | NVDA | 16,200 | $4.5M | 8.47% |
| 6 | ORACLE CORP | ORCL-PD | 36,000 | $3.3M | 6.30% |
| 7 | PINTEREST INC | PINS | 100,000 | $2.7M | 5.13% |
| 8 | INTUIT | INTU | 6,000 | $2.7M | 5.03% |
| 9 | SEA LTD | SE | 30,000 | $2.6M | 4.89% |
| 10 | ADVANCED MICRO DEVICES INC | AMD | 25,000 | $2.5M | 4.61% |
| 11 | SHOPIFY INC | SHOP | 44,000 | $2.1M | 3.97% |
| 12 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 18,000 | $1.7M | 3.15% |
| 13 | AUTODESK INC | ADSK | 6,800 | $1.4M | 2.66% |
| 14 | BLACKLINE INC | BL | 14,000 | $940,100 | 1.77% |