13F HOLDINGS REPORT
Andar Capital Management HK Ltd
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001805591-23-000008
Total Value
$49.7M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ORACLE CORP | ORCL-PD | 50,000 | $6.0M | 11.97% |
| 2 | MICROSOFT CORP | MSFT | 16,000 | $5.4M | 10.96% |
| 3 | ARISTA NETWORKS INC | ANET | 32,000 | $5.2M | 10.43% |
| 4 | ADVANCED MICRO DEVICES INC | AMD | 44,000 | $5.0M | 10.08% |
| 5 | ALIBABA GROUP HLDG LTD | BBAAY | 60,000 | $5.0M | 10.06% |
| 6 | MONGODB INC | MDB | 12,000 | $4.9M | 9.92% |
| 7 | BROADCOM INC | AVGO | 5,500 | $4.8M | 9.59% |
| 8 | SMARTSHEET INC | 83200N103 | 110,000 | $4.2M | 8.46% |
| 9 | SERVICENOW INC | NOW | 5,100 | $2.9M | 5.76% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 26,000 | $2.6M | 5.28% |
| 11 | NVIDIA CORPORATION | NVDA | 5,000 | $2.1M | 4.25% |
| 12 | ADOBE ORD | ADBE | 3,300 | $1.6M | 3.24% |