Andar Capital Management HK Ltd 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Andar Capital Management HK Ltd disclosed 17 US equity positions worth $75.6m in its Q3 2024 13F filing. The largest position was ESTC at 15.9% of the reported book, followed by AMD and PINS.
What did Andar Capital Management HK Ltd own in Q3 2024? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | ESTC ELASTIC N V | Technology | 15.9% | $12.1m | 157,000 | – | |
| 2 | AMD ADVANCED MICRO DEVICES INC | Technology | 13.2% | $10.0m | 61,000 | – | |
| 3 | PINS PINTEREST INC | Communication Services | 11.5% | $8.7m | 269,000 | – | |
| 4 | CRDO CREDO TECHNOLOGY GROUP HOLDI | Technology | 11.2% | $8.5m | 276,000 | – | |
| 5 | SMCIUSD SUPER MICRO COMPUTER INC | 7.2% | $5.4m | 13,000 | – | ||
| 6 | MSTR MICROSTRATEGY INC | Technology | 5.6% | $4.2m | 25,000 | – | |
| 7 | ASML ASML HOLDING N V | Technology | 4.6% | $3.5m | 4,200 | – | |
| 8 | ANET ARISTA NETWORKS INC | Technology | 4.6% | $3.5m | 9,000 | – | |
| 9 | AMZN AMAZON COM INC | Consumer Cyclical | 4.2% | $3.2m | 17,000 | – | |
| 10 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 3.9% | $3.0m | 17,000 | – | |
| 11 | LRCX LAM RESEARCH CORP | Technology | 3.9% | $2.9m | 3,600 | – | |
| 12 | S SENTINELONE INC | Technology | 3.2% | $2.4m | 102,000 | – | |
| 13 | TER TERADYNE INC | Technology | 2.7% | $2.0m | 15,000 | – | |
| 14 | TSLA TESLA INC | Consumer Cyclical | 2.4% | $1.8m | 7,000 | – | |
| 15 | NVDA NVIDIA CORPORATION | Technology | 2.2% | $1.7m | 14,000 | – | |
| 16 | GOOG ALPHABET INC | Communication Services | 2.2% | $1.7m | 10,000 | – | |
| 17 | AVGO BROADCOM INC | Technology | 1.4% | $1.0m | 6,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.