Andar Capital Management HK Ltd 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Andar Capital Management HK Ltd disclosed 16 US equity positions worth $77.5m in its Q4 2024 13F filing. The largest position was ASML at 13.5% of the reported book, followed by CRDO and ESTC. Against the Q3 2024 filing, it opened 9 new positions, added to 3 and reduced 3 among the top 16 holdings.
What did Andar Capital Management HK Ltd own in Q4 2024? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | ASML ASML HOLDING N V | Technology | 13.5% | $10.5m | 15,100 | 260% | added |
| 2 | CRDO CREDO TECHNOLOGY GROUP HOLDI | Technology | 13.3% | $10.3m | 153,000 | -45% | reduced |
| 3 | ESTC ELASTIC N V | Technology | 11.5% | $8.9m | 90,000 | -43% | reduced |
| 4 | AMD ADVANCED MICRO DEVICES INC | Technology | 10.4% | $8.0m | 66,600 | 9% | added |
| 5 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 8.3% | $6.4m | 32,400 | 91% | added |
| 6 | IBIT ISHARES BITCOIN TRUST ETF | 7.1% | $5.5m | 104,400 | – | new | |
| 7 | ANET ARISTA NETWORKS INC | Technology | 7.0% | $5.4m | 48,800 | – | new |
| 8 | RDW REDWIRE CORPORATION | Industrials | 4.7% | $3.6m | 220,000 | – | new |
| 9 | MSTR MICROSTRATEGY INC | Technology | 4.4% | $3.4m | 11,700 | -53% | reduced |
| 10 | IOT SAMSARA INC | Technology | 3.9% | $3.1m | 70,000 | – | new |
| 11 | SNOW SNOWFLAKE INC | Technology | 3.6% | $2.8m | 18,000 | – | new |
| 12 | ARM ARM HOLDINGS PLC | Technology | 3.6% | $2.8m | 22,400 | – | new |
| 13 | MNDY MONDAY COM LTD | Technology | 3.1% | $2.4m | 10,080 | – | new |
| 14 | TER TERADYNE INC | Technology | 2.4% | $1.9m | 15,000 | 0% | held |
| 15 | MPWR MONOLITHIC PWR SYS INC | Technology | 1.8% | $1.4m | 2,400 | – | new |
| 16 | VRT VERTIV HOLDINGS CO | Industrials | 1.5% | $1.2m | 10,400 | – | new |
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.