13F HOLDINGS REPORT
Andar Capital Management HK Ltd
Quarter ended Q1 2024 · Filed May 13, 2024 · Accession 0001805591-24-000005
Total Value
$69.3M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ADVANCED MICRO DEVICES INC | AMD | 60,000 | $10.8M | 15.62% |
| 2 | MONGODB INC | MDB | 23,100 | $8.3M | 11.95% |
| 3 | ARISTA NETWORKS INC | ANET | 25,920 | $7.5M | 10.84% |
| 4 | DYNATRACE INC | DT | 140,000 | $6.5M | 9.38% |
| 5 | ATLASSIAN CORPORATION | TEAM | 30,000 | $5.9M | 8.44% |
| 6 | TERADYNE INC | TER | 50,000 | $5.6M | 8.14% |
| 7 | TWILIO INC | TWLO | 75,000 | $4.6M | 6.62% |
| 8 | INTEL CORP | INTC | 100,000 | $4.4M | 6.37% |
| 9 | MARVELL TECHNOLOGY INC | MRVL | 60,000 | $4.3M | 6.13% |
| 10 | CLOUDFLARE INC | NET | 40,000 | $3.9M | 5.59% |
| 11 | ADOBE INC | ADBE | 7,000 | $3.5M | 5.10% |
| 12 | SERVICENOW INC | NOW | 4,000 | $3.0M | 4.40% |
| 13 | DATADOG INC | DDOG | 8,000 | $988,800 | 1.43% |