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Name: |
Andar Capital Management HK Ltd |
City: |
HONG KONG |
State: |
K3 |
Zip: |
0000000 |
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Holdings
Found :
23 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
CRDO |
Credo Technology Group Hold... |
1 |
- |
$89.37 |
$6,988,000 |
174,000 |
13.47% |
-3,295,000 |
21,000 |
0.12 |
N/A |
|
AMD |
Advanced Micro Devices Inc |
2 |
- |
$138.52 |
$5,086,000 |
49,500 |
9.8% |
-2,959,000 |
-17,100 |
0.004 |
Semiconductor- Broad... |
|
NOW |
Servicenow, Inc. |
3 |
New |
$1,009.76 |
$4,777,000 |
6,000 |
9.21% |
4,777,000 |
6,000 |
0.003 |
Information Technolog... |
|
ANET |
Arista Networks, Inc. |
4 |
- |
$101.13 |
$4,416,000 |
57,000 |
8.51% |
-978,000 |
8,200 |
0.019 |
Diversified Computer ... |
|
MNDY |
Mondaycom Ord Shs |
5 |
- |
$299.86 |
$4,134,000 |
17,000 |
7.97% |
1,761,000 |
6,920 |
0.039 |
N/A |
|
IBIT |
iShares Bitcoin Trust |
6 |
- |
$62.42 |
$3,665,000 |
78,300 |
7.06% |
-1,873,000 |
-26,100 |
0.009 |
N/A |
|
MSTR |
Microstrategy Inc |
7 |
- |
$402.28 |
$3,113,000 |
10,800 |
6% |
-276,000 |
-900 |
0.005 |
Business Software & S... |
|
PINS |
Pinterest, Inc. |
8 |
- |
$35.74 |
$2,976,000 |
96,000 |
5.73% |
2,976,000 |
96,000 |
0.017 |
N/A |
|
CIEN |
Ciena Corp |
9 |
New |
$79.52 |
$2,882,000 |
47,690 |
5.55% |
2,882,000 |
47,690 |
0.031 |
Systems, Products & D... |
|
CLS |
Celestica Inc (USA) |
10 |
New |
$44.02 |
$2,837,000 |
36,000 |
5.47% |
2,837,000 |
36,000 |
0.03 |
Printed Circuit Boards |
|
AMZN |
Amazon.com Inc |
11 |
- |
$219.92 |
$2,664,000 |
14,000 |
5.13% |
2,664,000 |
14,000 |
0 |
Internet Software & S... |
|
TSM |
Taiwan Semiconductor Mfg. C... |
12 |
- |
$233.60 |
$2,490,000 |
15,000 |
4.8% |
-3,909,000 |
-17,400 |
0 |
Semiconductor - Integ... |
|
ESTC |
Elastic N.v. |
13 |
- |
$0.00 |
$2,228,000 |
25,000 |
4.29% |
-6,689,000 |
-65,000 |
0.029 |
N/A |
|
MRVL |
Marvell Technology, Inc. |
14 |
New |
$74.25 |
$1,829,000 |
29,700 |
3.52% |
1,829,000 |
29,700 |
0.004 |
N/A |
|
AVGO |
Broadcom Limited |
15 |
- |
$269.90 |
$1,808,000 |
10,800 |
3.48% |
1,808,000 |
10,800 |
0 |
Semiconductor- Broad... |
|
TER |
Teradyne Inc |
22 |
Closed |
$94.18 |
$0 |
0 |
0% |
-1,889,000 |
-15,000 |
0 |
Semiconductor Equipme... |
|
RDW |
Genesis Park Acquisition Corp. |
19 |
Closed |
$10.50 |
$0 |
0 |
0% |
-3,621,000 |
-220,000 |
0 |
N/A |
|
ASML |
ASML Holding N.V. (ADR) |
18 |
Closed |
$0.00 |
$0 |
0 |
0% |
-10,466,000 |
-15,100 |
0 |
Semiconductor Equipme... |
|
ARM |
Arm Holdings American Depos... |
17 |
Closed |
$154.63 |
$0 |
0 |
0% |
-2,763,000 |
-22,400 |
0 |
N/A |
|
IOT |
Samsara Inc. |
16 |
Closed |
$38.38 |
$0 |
0 |
0% |
-3,058,000 |
-70,000 |
0 |
N/A |
|
VRT |
Vertiv Holdings Co |
21 |
Closed |
$124.33 |
$0 |
0 |
0% |
-1,182,000 |
-10,400 |
0 |
N/A |
|
MPWR |
Monolithic Power Systems Inc |
23 |
Closed |
$764.40 |
$0 |
0 |
0% |
-1,420,000 |
-2,400 |
0 |
Semiconductor - Speci... |
|
SNOW |
Snowflake Inc. |
20 |
Closed |
$217.34 |
$0 |
0 |
0% |
-2,779,000 |
-18,000 |
0 |
N/A |
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