13F HOLDINGS REPORT
Andar Capital Management HK Ltd
Quarter ended Q4 2023 · Filed November 9, 2023 · Accession 0001805591-23-000010
Total Value
$39.7M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MONGODB CL A ORD | MDB | 22,000 | $7.6M | 19.16% |
| 2 | ARISTA NETWORKS ORD | ANET | 24,000 | $4.4M | 11.12% |
| 3 | SERVICENOW ORD | NOW | 7,000 | $3.9M | 9.85% |
| 4 | SENTINELONE CL A ORD | S | 203,400 | $3.4M | 8.64% |
| 5 | CONFLUENT CL A ORD | 20717M103 | 115,000 | $3.4M | 8.58% |
| 6 | ASML HOLDING ADR REP ORD | ASMLF | 5,760 | $3.4M | 8.54% |
| 7 | ADVANCED MICRO DEVICES ORD | AMD | 30,000 | $3.1M | 7.77% |
| 8 | ADOBE ORD | ADBE | 6,000 | $3.1M | 7.70% |
| 9 | MICROSOFT ORD | MSFT | 9,600 | $3.0M | 7.63% |
| 10 | FORTINET ORD | FTNT | 44,000 | $2.6M | 6.50% |
| 11 | INVSC QQQ TRUST SRS 1 ETF | IVZ | 5,000 | $1.8M | 4.51% |