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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 $85.56 million in total holdings as of June 30, 2025.
  • Andar Capital Management Hk Ltd owns shares of 19 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 39.33% of the portfolio was purchased this quarter.
  • About 25.86% of the portfolio was sold this quarter.
  • This quarter, Andar Capital Management Hk Ltd has purchased 15 new stocks and bought additional shares in 2 stocks.
  • Andar Capital Management Hk Ltd sold shares of 7 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Semtech
$7,222,400
ServiceNow
$6,168,480
ISHARES BITCOIN TRUST ETF
$5,508,900

Largest New Holdings this Quarter

816850101 - Semtech
$7,222,400 Holding
880770102 - Teradyne
$5,395,200 Holding
19247G107 - Coherent
$3,925,240 Holding
75776W103 - Redwire
$2,771,000 Holding
781154109 - RUBRIK INC.
$1,970,980 Holding

Largest Purchases this Quarter

Semtech
160,000 shares (about $7.22M)
Advanced Micro Devices
43,500 shares (about $6.17M)
Teradyne
60,000 shares (about $5.40M)
Coherent
44,000 shares (about $3.93M)
Redwire
170,000 shares (about $2.77M)

Largest Sales this Quarter

monday.com
8,000 shares (about $2.52M)
CELESTICA INC
15,000 shares (about $2.34M)
ARISTA NETWORKS INC
17,000 shares (about $1.74M)
MicroStrategy
3,800 shares (about $1.54M)
Ciena
17,690 shares (about $1.44M)

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
$15,740,300$370,360 -2.3%170,00018.4%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$13,196,700$6,172,650 87.9%93,00015.4%Computer and Technology
Semtech Corporation stock logo
SMTC
Semtech
$7,222,400$7,222,400 New Holding160,0008.4%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$6,168,4800.0%6,0007.2%Computer and Technology
ISHARES BITCOIN TRUST ETF
$5,508,900$716,157 14.9%90,0006.4%SHS BEN INT
Teradyne, Inc. stock logo
TER
Teradyne
$5,395,200$5,395,200 New Holding60,0006.3%Computer and Technology
ARISTA NETWORKS INC
$4,092,400$1,739,270 -29.8%40,0004.8%COM SHS
Coherent Corp. stock logo
COHR
Coherent
$3,925,240$3,925,240 New Holding44,0004.6%Business Services
CELESTICA INC
$3,278,310$2,341,650 -41.7%21,0003.8%COM
monday.com Ltd. stock logo
MNDY
monday.com
$2,830,320$2,515,840 -47.1%9,0003.3%Computer and Technology
MicroStrategy Incorporated stock logo
MSTR
MicroStrategy
$2,829,610$1,536,074 -35.2%7,0003.3%Computer and Technology
Redwire Corporation stock logo
RDW
Redwire
$2,771,000$2,771,000 New Holding170,0003.2%Aerospace
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$2,717,880$679,470 -20.0%12,0003.2%Computer and Technology
Ciena Corporation stock logo
CIEN
Ciena
$2,439,900$1,438,728 -37.1%30,0002.9%Computer and Technology
RUBRIK INC.
$1,970,980$1,970,980 New Holding22,0002.3%CL A
Okta, Inc. stock logo
OKTA
Okta
$1,699,490$1,699,490 New Holding17,0002.0%Computer and Technology
Yandex stock logo
YNDX
Yandex
$1,327,920$1,327,920 New Holding24,0001.6%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$1,270,640$1,270,640 New Holding4,0001.5%Auto/Tires/Trucks
ASTERA LABS INC
$1,175,460$1,175,460 New Holding13,0001.4%COM
Pinterest, Inc. stock logo
PINS
Pinterest
$0$2,976,000 -100.0%00.0%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$0$2,663,640 -100.0%00.0%Retail/Wholesale
Elastic N.V. stock logo
ESTC
Elastic
$0$2,227,500 -100.0%00.0%Computer and Technology
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$0$1,828,629 -100.0%00.0%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$0$1,808,244 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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