13F HOLDINGS REPORT
Andar Capital Management HK Ltd
Quarter ended Q2 2025 · Filed August 8, 2025 · Accession 0001805591-25-000006
Total Value
$85.6M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 170,000 | $15.7M | 18.40% |
| 2 | ADVANCED MICRO DEVICES INC | AMD | 93,000 | $13.2M | 15.42% |
| 3 | SEMTECH CORP | SMTC | 160,000 | $7.2M | 8.44% |
| 4 | SERVICENOW INC | NOW | 6,000 | $6.2M | 7.21% |
| 5 | ISHARES BITCOIN TRUST ETF | IBIT | 90,000 | $5.5M | 6.44% |
| 6 | TERADYNE INC | TER | 60,000 | $5.4M | 6.31% |
| 7 | ARISTA NETWORKS INC | ANET | 40,000 | $4.1M | 4.78% |
| 8 | COHERENT CORP | COHR | 44,000 | $3.9M | 4.59% |
| 9 | CELESTICA INC | CLS | 21,000 | $3.3M | 3.83% |
| 10 | MONDAY COM LTD | MNDY | 9,000 | $2.8M | 3.31% |
| 11 | MICROSTRATEGY INC | STRK | 7,000 | $2.8M | 3.31% |
| 12 | REDWIRE CORPORATION | RDW | 170,000 | $2.8M | 3.24% |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 12,000 | $2.7M | 3.18% |
| 14 | CIENA CORP | CIEN | 30,000 | $2.4M | 2.85% |
| 15 | RUBRIK INC. | RBRK | 22,000 | $2.0M | 2.30% |
| 16 | OKTA INC | OKTA | 17,000 | $1.7M | 1.99% |
| 17 | NEBIUS GROUP N.V. | NBIS | 24,000 | $1.3M | 1.55% |
| 18 | TESLA INC | TSLA | 4,000 | $1.3M | 1.49% |
| 19 | ASTERA LABS INC | ALAB | 13,000 | $1.2M | 1.37% |