Andar Capital Management Hk Ltd

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 15Value: $51.9MLatest: 2025Q1

Andar Capital Management HK Ltd is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 15 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PINS",
  "AVGO",
  "CLS",
  "MRVL",
  "ANET",
  "MSTR",
  "NOW",
  "TSM",
  "AMD",
  "AMZN",
  null,
  "ESTC",
  "MNDY",
  "CIEN",
  "CRDO"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 15
Total Value: 51892009
Accession Number: 0001805591-25-000005
Form Type: 13F-HR
CIK: andar-capital-management-hk
Manager Name: Andar-Capital-Management-Hk

Data Enrichment

93% identified

14 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

15 positions • $51.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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Credo Technology Group Holding Ltd

CRDO|G25457105

Shares:174.0K

Value:$7.0M

% of Portfolio:13.5% ($7.0M/$51.9M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:49.5K

Value:$5.1M

% of Portfolio:9.8% ($5.1M/$51.9M)

ServiceNow, Inc.

NOW|81762P102

Shares:6.0K

Value:$4.8M

% of Portfolio:9.2% ($4.8M/$51.9M)

Arista Networks, Inc.

ANET|040413205

Shares:57.0K

Value:$4.4M

% of Portfolio:8.5% ($4.4M/$51.9M)

monday.com Ltd.

MNDY|M7S64H106

Shares:17.0K

Value:$4.1M

% of Portfolio:8.0% ($4.1M/$51.9M)

46438F101

Shares:78.3K

Value:$3.7M

% of Portfolio:7.1% ($3.7M/$51.9M)

MICROSTRATEGY Inc

MSTR|594972408

Shares:10.8K

Value:$3.1M

% of Portfolio:6.0% ($3.1M/$51.9M)

PINTEREST, INC.

PINS|72352L106

Shares:96.0K

Value:$3.0M

% of Portfolio:5.7% ($3.0M/$51.9M)

CIENA CORP

CIEN|171779309

Shares:47.7K

Value:$2.9M

% of Portfolio:5.6% ($2.9M/$51.9M)

CELESTICA INC

CLS|15101Q207

Shares:36.0K

Value:$2.8M

% of Portfolio:5.5% ($2.8M/$51.9M)

AMAZON COM INC

AMZN|023135106

Shares:14.0K

Value:$2.7M

% of Portfolio:5.1% ($2.7M/$51.9M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:15.0K

Value:$2.5M

% of Portfolio:4.8% ($2.5M/$51.9M)

Elastic N.V.

ESTC|N14506104

Shares:25.0K

Value:$2.2M

% of Portfolio:4.3% ($2.2M/$51.9M)

Marvell Technology, Inc.

MRVL|573874104

Shares:29.7K

Value:$1.8M

% of Portfolio:3.5% ($1.8M/$51.9M)

Broadcom Inc.

AVGO|11135F101

Shares:10.8K

Value:$1.8M

% of Portfolio:3.5% ($1.8M/$51.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Credo Technology Group Holding Ltd(CRDOcusipG25457105)	174.0K	QoQ +13.72% (-21.0K) YoY NEW(+174.0K)	All Managers (Combined)	$7.0M	13.5% ($7.0M/$51.9M)	QoQ -32.04% (-$3.3M) YoY NEW(+$7.0M)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	49.5K	QoQ -25.67% (-17.1K) YoY -17.50% (-10.5K)	All Managers (Combined)	$5.1M	9.8% ($5.1M/$51.9M)	QoQ -36.78% (-$3.0M) YoY -53.03% (-$5.7M)
ServiceNow, Inc.(NOWcusip81762P102)	6.0K	QoQ NEW(+6.0K) YoY +50.00% (+2.0K)	All Managers (Combined)	$4.8M	9.2% ($4.8M/$51.9M)	QoQ NEW(+$4.8M) YoY +56.63% (+$1.7M)
Arista Networks, Inc.(ANETcusip040413205)	57.0K	QoQ +16.80% (-8.2K) YoY NEW(+57.0K)	All Managers (Combined)	$4.4M	8.5% ($4.4M/$51.9M)	QoQ -18.12% (-$977.5K) YoY NEW(+$4.4M)
monday.com Ltd.(MNDYcusipM7S64H106)	17.0K	QoQ +68.65% (+6.9K) YoY NEW(+17.0K)	All Managers (Combined)	$4.1M	8.0% ($4.1M/$51.9M)	QoQ +74.18% (+$1.8M) YoY NEW(+$4.1M)
(cusip46438F101)✕	78.3K	QoQ -25.00% (-26.1K) YoY NEW(+78.3K)	All Managers (Combined)	$3.7M	7.1% ($3.7M/$51.9M)	QoQ -33.82% (-$1.9M) YoY NEW(+$3.7M)
MICROSTRATEGY Inc(MSTRcusip594972408)	10.8K	QoQ -7.69% (-900) YoY NEW(+10.8K)	All Managers (Combined)	$3.1M	6.0% ($3.1M/$51.9M)	QoQ -8.12% (-$275.2K) YoY NEW(+$3.1M)
PINTEREST, INC.(PINScusip72352L106)	96.0K	QoQ NEW(+96.0K) YoY NEW(+96.0K)	All Managers (Combined)	$3.0M	5.7% ($3.0M/$51.9M)	QoQ NEW(+$3.0M) YoY NEW(+$3.0M)
CIENA CORP(CIENcusip171779309)	47.7K	QoQ NEW(+47.7K) YoY NEW(+47.7K)	All Managers (Combined)	$2.9M	5.6% ($2.9M/$51.9M)	QoQ NEW(+$2.9M) YoY NEW(+$2.9M)
CELESTICA INC(CLScusip15101Q207)	36.0K	QoQ NEW(+36.0K) YoY NEW(+36.0K)	All Managers (Combined)	$2.8M	5.5% ($2.8M/$51.9M)	QoQ NEW(+$2.8M) YoY NEW(+$2.8M)
AMAZON COM INC(AMZNcusip023135106)	14.0K	QoQ NEW(+14.0K) YoY NEW(+14.0K)	All Managers (Combined)	$2.7M	5.1% ($2.7M/$51.9M)	QoQ NEW(+$2.7M) YoY NEW(+$2.7M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	15.0K	QoQ -53.70% (-17.4K) YoY NEW(+15.0K)	All Managers (Combined)	$2.5M	4.8% ($2.5M/$51.9M)	QoQ -61.08% (-$3.9M) YoY NEW(+$2.5M)
Elastic N.V.(ESTCcusipN14506104)	25.0K	QoQ -72.22% (-65.0K) YoY NEW(+25.0K)	All Managers (Combined)	$2.2M	4.3% ($2.2M/$51.9M)	QoQ -75.02% (-$6.7M) YoY NEW(+$2.2M)
Marvell Technology, Inc.(MRVLcusip573874104)	29.7K	QoQ NEW(+29.7K) YoY -50.50% (-30.3K)	All Managers (Combined)	$1.8M	3.5% ($1.8M/$51.9M)	QoQ NEW(+$1.8M) YoY -57.00% (-$2.4M)
Broadcom Inc.(AVGOcusip11135F101)	10.8K	QoQ NEW(+10.8K) YoY NEW(+10.8K)	All Managers (Combined)	$1.8M	3.5% ($1.8M/$51.9M)	QoQ NEW(+$1.8M) YoY NEW(+$1.8M)