13F HOLDINGS REPORT
Andar Capital Management HK Ltd
Quarter ended Q3 2024 · Filed November 8, 2024 · Accession 0001805591-24-000011
Total Value
$75.6M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ELASTIC N V | ESTC | 157,000 | $12.1M | 15.94% |
| 2 | ADVANCED MICRO DEVICES INC | AMD | 61,000 | $10.0M | 13.24% |
| 3 | PINTEREST INC | PINS | 269,000 | $8.7M | 11.52% |
| 4 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 276,000 | $8.5M | 11.25% |
| 5 | SUPER MICRO COMPUTER INC | SMCI | 13,000 | $5.4M | 7.16% |
| 6 | MICROSTRATEGY INC | STRK | 25,000 | $4.2M | 5.58% |
| 7 | ASML HOLDING N V | ASMLF | 4,200 | $3.5M | 4.63% |
| 8 | ARISTA NETWORKS INC | ANET | 9,000 | $3.5M | 4.57% |
| 9 | AMAZON COM INC | AMZN | 17,000 | $3.2M | 4.19% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 17,000 | $3.0M | 3.91% |
| 11 | LAM RESEARCH CORP | LRCX | 3,600 | $2.9M | 3.89% |
| 12 | SENTINELONE INC | S | 102,000 | $2.4M | 3.23% |
| 13 | TERADYNE INC | TER | 15,000 | $2.0M | 2.66% |
| 14 | TESLA INC | TSLA | 7,000 | $1.8M | 2.42% |
| 15 | NVIDIA CORPORATION | NVDA | 14,000 | $1.7M | 2.25% |
| 16 | ALPHABET INC | GOOG | 10,000 | $1.7M | 2.21% |
| 17 | BROADCOM INC | AVGO | 6,000 | $1.0M | 1.37% |