Andar Capital Management HK Ltd 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Andar Capital Management HK Ltd disclosed 19 US equity positions worth $85.6m in its Q2 2025 13F filing. The largest position was CRDO at 18.4% of the reported book, followed by AMD and SMTC. Against the Q1 2025 filing, it opened 9 new positions, added to 2 and reduced 7 among the top 19 holdings.
What did Andar Capital Management HK Ltd own in Q2 2025? Top 19 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CRDO CREDO TECHNOLOGY GROUP HOLDI | Technology | 18.4% | $15.7m | 170,000 | -2% | reduced |
| 2 | AMD ADVANCED MICRO DEVICES INC | Technology | 15.4% | $13.2m | 93,000 | 88% | added |
| 3 | SMTC SEMTECH CORP | Technology | 8.4% | $7.2m | 160,000 | – | new |
| 4 | NOW SERVICENOW INC | Technology | 7.2% | $6.2m | 6,000 | 0% | held |
| 5 | IBIT ISHARES BITCOIN TRUST ETF | 6.4% | $5.5m | 90,000 | 15% | added | |
| 6 | TER TERADYNE INC | Technology | 6.3% | $5.4m | 60,000 | – | new |
| 7 | ANET ARISTA NETWORKS INC | Technology | 4.8% | $4.1m | 40,000 | -30% | reduced |
| 8 | COHR COHERENT CORP | Technology | 4.6% | $3.9m | 44,000 | – | new |
| 9 | CLS CELESTICA INC | Technology | 3.8% | $3.3m | 21,000 | -42% | reduced |
| 10 | MNDY MONDAY COM LTD | Technology | 3.3% | $2.8m | 9,000 | -47% | reduced |
| 11 | MSTR MICROSTRATEGY INC | Technology | 3.3% | $2.8m | 7,000 | -35% | reduced |
| 12 | RDW REDWIRE CORPORATION | Industrials | 3.2% | $2.8m | 170,000 | – | new |
| 13 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 3.2% | $2.7m | 12,000 | -20% | reduced |
| 14 | CIEN CIENA CORP | Technology | 2.9% | $2.4m | 30,000 | -37% | reduced |
| 15 | RBRK RUBRIK INC. | Technology | 2.3% | $2.0m | 22,000 | – | new |
| 16 | OKTA OKTA INC | Technology | 2.0% | $1.7m | 17,000 | – | new |
| 17 | NBIS NEBIUS GROUP N.V. | Communication Services | 1.6% | $1.3m | 24,000 | – | new |
| 18 | TSLA TESLA INC | Consumer Cyclical | 1.5% | $1.3m | 4,000 | – | new |
| 19 | ALAB ASTERA LABS INC | Technology | 1.4% | $1.2m | 13,000 | – | 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.