13F HOLDINGS REPORT
Andar Capital Management HK Ltd
Quarter ended Q1 2025 · Filed May 9, 2025 · Accession 0001805591-25-000005
Total Value
$51.9M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 174,000 | $7.0M | 13.47% |
| 2 | ADVANCED MICRO DEVICES INC | AMD | 49,500 | $5.1M | 9.80% |
| 3 | SERVICENOW INC | NOW | 6,000 | $4.8M | 9.21% |
| 4 | ARISTA NETWORKS INC | ANET | 57,000 | $4.4M | 8.51% |
| 5 | MONDAY COM LTD | MNDY | 17,000 | $4.1M | 7.97% |
| 6 | ISHARES BITCOIN TRUST ETF | IBIT | 78,300 | $3.7M | 7.06% |
| 7 | MICROSTRATEGY INC | STRK | 10,800 | $3.1M | 6.00% |
| 8 | PINTEREST INC | PINS | 96,000 | $3.0M | 5.73% |
| 9 | CIENA CORP | CIEN | 47,690 | $2.9M | 5.55% |
| 10 | CELESTICA INC | CLS | 36,000 | $2.8M | 5.47% |
| 11 | AMAZON COM INC | AMZN | 14,000 | $2.7M | 5.13% |
| 12 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 15,000 | $2.5M | 4.80% |
| 13 | ELASTIC N V | ESTC | 25,000 | $2.2M | 4.29% |
| 14 | MARVELL TECHNOLOGY INC | MRVL | 29,700 | $1.8M | 3.52% |
| 15 | BROADCOM INC | AVGO | 10,800 | $1.8M | 3.48% |