13F HOLDINGS REPORT
Andar Capital Management HK Ltd
Quarter ended Q2 2024 · Filed August 12, 2024 · Accession 0001805591-24-000009
Total Value
$72.0M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ADVANCED MICRO DEVICES INC | AMD | 45,295 | $7.3M | 10.20% |
| 2 | TERADYNE INC | TER | 40,500 | $6.0M | 8.34% |
| 3 | META PLATFORMS INC | META | 10,800 | $5.4M | 7.56% |
| 4 | CLOUDFLARE INC | NET | 57,600 | $4.8M | 6.63% |
| 5 | SENTINELONE INC | S | 225,000 | $4.7M | 6.58% |
| 6 | MARVELL TECHNOLOGY INC | MRVL | 67,500 | $4.7M | 6.55% |
| 7 | ARISTA NETWORKS INC | ANET | 12,600 | $4.4M | 6.13% |
| 8 | AMAZON COM INC | AMZN | 22,500 | $4.3M | 6.04% |
| 9 | SERVICENOW INC | NOW | 5,400 | $4.2M | 5.90% |
| 10 | NETAPP INC | NTAP | 32,400 | $4.2M | 5.80% |
| 11 | QUALCOMM INC | QCOM | 19,800 | $3.9M | 5.48% |
| 12 | FORTINET INC | FTNT | 54,000 | $3.3M | 4.52% |
| 13 | ELASTIC N V | ESTC | 20,000 | $2.3M | 3.16% |
| 14 | ARM HOLDINGS PLC | 042068205 | 12,600 | $2.1M | 2.86% |
| 15 | SAMSARA INC | IOT | 60,000 | $2.0M | 2.81% |
| 16 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 63,000 | $2.0M | 2.79% |
| 17 | SMARTSHEET INC | 83200N103 | 45,000 | $2.0M | 2.76% |
| 18 | SNOWFLAKE INC | SNOW | 14,000 | $1.9M | 2.63% |
| 19 | DYNATRACE INC | DT | 30,000 | $1.3M | 1.86% |
| 20 | MONGODB INC | MDB | 4,000 | $999,840 | 1.39% |