Free Trial

Andar Capital Management Hk Ltd Top Holdings and 13F Report (2025)

About Andar Capital Management Hk Ltd

Investment Activity

  • Andar Capital Management Hk Ltd has $51.89 million in total holdings as of March 31, 2025.
  • Andar Capital Management Hk Ltd owns shares of 15 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 44.20% of the portfolio was purchased this quarter.
  • About 75.34% of the portfolio was sold this quarter.
  • This quarter, Andar Capital Management Hk Ltd has purchased 16 new stocks and bought additional shares in 3 stocks.
  • Andar Capital Management Hk Ltd sold shares of 5 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

ServiceNow
$4,776,840
ARISTA NETWORKS INC
$4,416,360
monday.com
$4,133,720

Largest New Holdings this Quarter

81762P102 - ServiceNow
$4,776,840 Holding
72352L106 - Pinterest
$2,976,000 Holding
171779309 - Ciena
$2,881,907 Holding
15101Q207 - CELESTICA INC
$2,837,160 Holding
023135106 - Amazon.com
$2,663,640 Holding

Largest Purchases this Quarter

ServiceNow
6,000 shares (about $4.78M)
Pinterest
96,000 shares (about $2.98M)
Ciena
47,690 shares (about $2.88M)
CELESTICA INC
36,000 shares (about $2.84M)
Amazon.com
14,000 shares (about $2.66M)

Largest Sales this Quarter

Elastic
65,000 shares (about $5.79M)
Taiwan Semiconductor Manufacturing
17,400 shares (about $2.89M)
Advanced Micro Devices
17,100 shares (about $1.76M)
ISHARES BITCOIN TRUST ETF
26,100 shares (about $1.22M)
Strategy
900 shares (about $259.44K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAndar Capital Management Hk Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Credo Technology Group Holding Ltd stock logo
CRDO
Credo Technology Group
$6,987,840$843,360 13.7%174,00013.5%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$5,085,630$1,756,854 -25.7%49,5009.8%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$4,776,840$4,776,840 New Holding6,0009.2%Computer and Technology
ARISTA NETWORKS INC
$4,416,360$635,336 16.8%57,0008.5%COM SHS
monday.com Ltd. stock logo
MNDY
monday.com
$4,133,720$1,682,667 68.7%17,0008.0%Computer and Technology
ISHARES BITCOIN TRUST ETF
$3,665,223$1,221,741 -25.0%78,3007.1%SHS BEN INT
Strategy Incorporated stock logo
MSTR
Strategy
$3,113,316$259,443 -7.7%10,8006.0%Computer and Technology
Pinterest, Inc. stock logo
PINS
Pinterest
$2,976,000$2,976,000 New Holding96,0005.7%Computer and Technology
Ciena Co. stock logo
CIEN
Ciena
$2,881,907$2,881,907 New Holding47,6905.6%Computer and Technology
CELESTICA INC
$2,837,160$2,837,160 New Holding36,0005.5%COM
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,663,640$2,663,640 New Holding14,0005.1%Retail/Wholesale
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$2,490,000$2,888,400 -53.7%15,0004.8%Computer and Technology
Elastic stock logo
ESTC
Elastic
$2,227,500$5,791,500 -72.2%25,0004.3%Computer and Technology
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$1,828,629$1,828,629 New Holding29,7003.5%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$1,808,244$1,808,244 New Holding10,8003.5%Computer and Technology
ASML Holding stock logo
ASML
ASML
$0$10,465,508 -100.0%00.0%Computer and Technology
Redwire Co. stock logo
RDW
Redwire
$0$3,621,200 -100.0%00.0%Aerospace
Samsara Inc. stock logo
IOT
Samsara
$0$3,058,300 -100.0%00.0%Computer and Technology
Snowflake Inc. stock logo
SNOW
Snowflake
$0$2,779,380 -100.0%00.0%Computer and Technology
ARM HOLDINGS PLC
$0$2,763,264 -100.0%00.0%SPONSORED ADS
Teradyne, Inc. stock logo
TER
Teradyne
$0$1,888,800 -100.0%00.0%Computer and Technology
Monolithic Power Systems, Inc. stock logo
MPWR
Monolithic Power Systems
$0$1,420,080 -100.0%00.0%Computer and Technology
Vertiv Holdings Co stock logo
VRT
Vertiv
$0$1,181,544 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data