13F HOLDINGS REPORT
Andar Capital Management HK Ltd
Quarter ended Q4 2024 · Filed February 11, 2025 · Accession 0001805591-25-000002
Total Value
$77.5M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ASML HOLDING N V | ASMLF | 15,100 | $10.5M | 13.50% |
| 2 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 153,000 | $10.3M | 13.27% |
| 3 | ELASTIC N V | ESTC | 90,000 | $8.9M | 11.50% |
| 4 | ADVANCED MICRO DEVICES INC | AMD | 66,600 | $8.0M | 10.38% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 32,400 | $6.4M | 8.25% |
| 6 | ISHARES BITCOIN TRUST ETF | IBIT | 104,400 | $5.5M | 7.14% |
| 7 | ARISTA NETWORKS INC | ANET | 48,800 | $5.4M | 6.96% |
| 8 | REDWIRE CORPORATION | RDW | 220,000 | $3.6M | 4.67% |
| 9 | MICROSTRATEGY INC | STRK | 11,700 | $3.4M | 4.37% |
| 10 | SAMSARA INC | IOT | 70,000 | $3.1M | 3.95% |
| 11 | SNOWFLAKE INC | SNOW | 18,000 | $2.8M | 3.59% |
| 12 | ARM HOLDINGS PLC | 042068205 | 22,400 | $2.8M | 3.56% |
| 13 | MONDAY COM LTD | MNDY | 10,080 | $2.4M | 3.06% |
| 14 | TERADYNE INC | TER | 15,000 | $1.9M | 2.44% |
| 15 | MONOLITHIC PWR SYS INC | 609839105 | 2,400 | $1.4M | 1.83% |
| 16 | VERTIV HOLDINGS CO | VRT | 10,400 | $1.2M | 1.52% |