Filed: 2/11/2025ACC: 0001805591-25-000002
📋 What this filing means
ANDAR CAPITAL MANAGEMENT HK LTD filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $77.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$77.52M
Total AUM (reported)
890.28K
Total Shares
Allocation by class
COM$14.97M19.3%
N Y REGISTRY SHS$10.47M13.5%
ORDINARY SHARES$10.28M13.3%
SPONSORED ADS$9.16M11.8%
ORD SHS$8.92M11.5%
SHS BEN INT$5.54M7.1%
COM SHS$5.39M7.0%
Portfolio Concentration
Top 3$29.67M38.3%
4–10$35.44M45.7%
11–25$12.41M16.0%
Top 3 weight
38.3%
Top 10 weight
84.0%
Voting Authority Distribution
Total shares with voting rights: 890.28K
Sole
Full voting authority
890.28K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole16
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings16
Rows:
ASML HOLDING N V
SOLEShares15.10K
TypeSH
Market value$10.47M
13.50%
Sole
15.10K
Shared
0.00
None
0.00
CREDO TECHNOLOGY GROUP HOLDI
SOLEShares153K
TypeSH
Market value$10.28M
13.27%
Sole
153K
Shared
0.00
None
0.00
ELASTIC N V
SOLEShares90K
TypeSH
Market value$8.92M
11.50%
Sole
90K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares66.60K
TypeSH
Market value$8.04M
10.38%
Sole
66.60K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares32.40K
TypeSH
Market value$6.40M
8.25%
Sole
32.40K
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares104.40K
TypeSH
Market value$5.54M
7.14%
Sole
104.40K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares48.80K
TypeSH
Market value$5.39M
6.96%
Sole
48.80K
Shared
0.00
None
0.00
REDWIRE CORPORATION
SOLEShares220K
TypeSH
Market value$3.62M
4.67%
Sole
220K
Shared
0.00
None
0.00
MICROSTRATEGY INC
SOLEShares11.70K
TypeSH
Market value$3.39M
4.37%
Sole
11.70K
Shared
0.00
None
0.00
SAMSARA INC
SOLEShares70K
TypeSH
Market value$3.06M
3.95%
Sole
70K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares18K
TypeSH
Market value$2.78M
3.59%
Sole
18K
Shared
0.00
None
0.00
ARM HOLDINGS PLC
SOLEShares22.40K
TypeSH
Market value$2.76M
3.56%
Sole
22.40K
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares10.08K
TypeSH
Market value$2.37M
3.06%
Sole
10.08K
Shared
0.00
None
0.00
TERADYNE INC
SOLEShares15K
TypeSH
Market value$1.89M
2.44%
Sole
15K
Shared
0.00
None
0.00
MONOLITHIC PWR SYS INC
SOLEShares2.40K
TypeSH
Market value$1.42M
1.83%
Sole
2.40K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares10.40K
TypeSH
Market value$1.18M
1.52%
Sole
10.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 15.10K | SH | $10.47M 13.50% | 15.10K | 0.00 | 0.00 |
CREDO TECHNOLOGY GROUP HOLDISOLE | ORDINARY SHARES | 153K | SH | $10.28M 13.27% | 153K | 0.00 | 0.00 |
ELASTIC N VSOLE | ORD SHS | 90K | SH | $8.92M 11.50% | 90K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 66.60K | SH | $8.04M 10.38% | 66.60K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 32.40K | SH | $6.40M 8.25% | 32.40K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 104.40K | SH | $5.54M 7.14% | 104.40K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 48.80K | SH | $5.39M 6.96% | 48.80K | 0.00 | 0.00 |
REDWIRE CORPORATIONSOLE | COM | 220K | SH | $3.62M 4.67% | 220K | 0.00 | 0.00 |
MICROSTRATEGY INCSOLE | CL A NEW | 11.70K | SH | $3.39M 4.37% | 11.70K | 0.00 | 0.00 |
SAMSARA INCSOLE | COM CL A | 70K | SH | $3.06M 3.95% | 70K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | CL A | 18K | SH | $2.78M 3.59% | 18K | 0.00 | 0.00 |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 22.40K | SH | $2.76M 3.56% | 22.40K | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 10.08K | SH | $2.37M 3.06% | 10.08K | 0.00 | 0.00 |
TERADYNE INCSOLE | COM | 15K | SH | $1.89M 2.44% | 15K | 0.00 | 0.00 |
MONOLITHIC PWR SYS INCSOLE | COM | 2.40K | SH | $1.42M 1.83% | 2.40K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 10.40K | SH | $1.18M 1.52% | 10.40K | 0.00 | 0.00 |