Andar Capital Management HK Ltd 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Andar Capital Management HK Ltd disclosed 15 US equity positions worth $51.9m in its Q1 2025 13F filing. The largest position was CRDO at 13.5% of the reported book, followed by AMD and NOW. Against the Q4 2024 filing, it opened 7 new positions, added to 3 and reduced 5 among the top 15 holdings.
What did Andar Capital Management HK Ltd own in Q1 2025? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | CRDO CREDO TECHNOLOGY GROUP HOLDI | Technology | 13.5% | $7.0m | 174,000 | 14% | added |
| 2 | AMD ADVANCED MICRO DEVICES INC | Technology | 9.8% | $5.1m | 49,500 | -26% | reduced |
| 3 | NOW SERVICENOW INC | Technology | 9.2% | $4.8m | 6,000 | – | new |
| 4 | ANET ARISTA NETWORKS INC | Technology | 8.5% | $4.4m | 57,000 | 17% | added |
| 5 | MNDY MONDAY COM LTD | Technology | 8.0% | $4.1m | 17,000 | 69% | added |
| 6 | IBIT ISHARES BITCOIN TRUST ETF | 7.1% | $3.7m | 78,300 | -25% | reduced | |
| 7 | MSTR MICROSTRATEGY INC | Technology | 6.0% | $3.1m | 10,800 | -8% | reduced |
| 8 | PINS PINTEREST INC | Communication Services | 5.7% | $3.0m | 96,000 | – | new |
| 9 | CIEN CIENA CORP | Technology | 5.6% | $2.9m | 47,690 | – | new |
| 10 | CLS CELESTICA INC | Technology | 5.5% | $2.8m | 36,000 | – | new |
| 11 | AMZN AMAZON COM INC | Consumer Cyclical | 5.1% | $2.7m | 14,000 | – | new |
| 12 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 4.8% | $2.5m | 15,000 | -54% | reduced |
| 13 | ESTC ELASTIC N V | Technology | 4.3% | $2.2m | 25,000 | -72% | reduced |
| 14 | MRVL MARVELL TECHNOLOGY INC | Technology | 3.5% | $1.8m | 29,700 | – | new |
| 15 | AVGO BROADCOM INC | Technology | 3.5% | $1.8m | 10,800 | – | 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.