Filed: 8/8/2025ACC: 0001805591-25-000006
📋 What this filing means
ANDAR CAPITAL MANAGEMENT HK LTD filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $85.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$85.56M
Total AUM (reported)
992K
Total Shares
Allocation by class
COM$44.40M51.9%
ORDINARY SHARES$15.74M18.4%
SHS BEN INT$5.51M6.4%
COM SHS$4.09M4.8%
CL A$3.67M4.3%
SHS$2.83M3.3%
CL A NEW$2.83M3.3%
Portfolio Concentration
Top 3$36.16M42.3%
4–10$31.20M36.5%
11–25$18.20M21.3%
Top 3 weight
42.3%
Top 10 weight
78.7%
Voting Authority Distribution
Total shares with voting rights: 992K
Sole
Full voting authority
992K
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)
Sole19
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings19
Rows:
CREDO TECHNOLOGY GROUP HOLDI
SOLEShares170K
TypeSH
Market value$15.74M
18.40%
Sole
170K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares93K
TypeSH
Market value$13.20M
15.42%
Sole
93K
Shared
0.00
None
0.00
SEMTECH CORP
SOLEShares160K
TypeSH
Market value$7.22M
8.44%
Sole
160K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares6K
TypeSH
Market value$6.17M
7.21%
Sole
6K
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares90K
TypeSH
Market value$5.51M
6.44%
Sole
90K
Shared
0.00
None
0.00
TERADYNE INC
SOLEShares60K
TypeSH
Market value$5.40M
6.31%
Sole
60K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares40K
TypeSH
Market value$4.09M
4.78%
Sole
40K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares44K
TypeSH
Market value$3.93M
4.59%
Sole
44K
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares21K
TypeSH
Market value$3.28M
3.83%
Sole
21K
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares9K
TypeSH
Market value$2.83M
3.31%
Sole
9K
Shared
0.00
None
0.00
MICROSTRATEGY INC
SOLEShares7K
TypeSH
Market value$2.83M
3.31%
Sole
7K
Shared
0.00
None
0.00
REDWIRE CORPORATION
SOLEShares170K
TypeSH
Market value$2.77M
3.24%
Sole
170K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares12K
TypeSH
Market value$2.72M
3.18%
Sole
12K
Shared
0.00
None
0.00
CIENA CORP
SOLEShares30K
TypeSH
Market value$2.44M
2.85%
Sole
30K
Shared
0.00
None
0.00
RUBRIK INC.
SOLEShares22K
TypeSH
Market value$1.97M
2.30%
Sole
22K
Shared
0.00
None
0.00
OKTA INC
SOLEShares17K
TypeSH
Market value$1.70M
1.99%
Sole
17K
Shared
0.00
None
0.00
NEBIUS GROUP N.V.
SOLEShares24K
TypeSH
Market value$1.33M
1.55%
Sole
24K
Shared
0.00
None
0.00
TESLA INC
SOLEShares4K
TypeSH
Market value$1.27M
1.49%
Sole
4K
Shared
0.00
None
0.00
ASTERA LABS INC
SOLEShares13K
TypeSH
Market value$1.18M
1.37%
Sole
13K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CREDO TECHNOLOGY GROUP HOLDISOLE | ORDINARY SHARES | 170K | SH | $15.74M 18.40% | 170K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 93K | SH | $13.20M 15.42% | 93K | 0.00 | 0.00 |
SEMTECH CORPSOLE | COM | 160K | SH | $7.22M 8.44% | 160K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 6K | SH | $6.17M 7.21% | 6K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 90K | SH | $5.51M 6.44% | 90K | 0.00 | 0.00 |
TERADYNE INCSOLE | COM | 60K | SH | $5.40M 6.31% | 60K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 40K | SH | $4.09M 4.78% | 40K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 44K | SH | $3.93M 4.59% | 44K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 21K | SH | $3.28M 3.83% | 21K | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 9K | SH | $2.83M 3.31% | 9K | 0.00 | 0.00 |
MICROSTRATEGY INCSOLE | CL A NEW | 7K | SH | $2.83M 3.31% | 7K | 0.00 | 0.00 |
REDWIRE CORPORATIONSOLE | COM | 170K | SH | $2.77M 3.24% | 170K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 12K | SH | $2.72M 3.18% | 12K | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 30K | SH | $2.44M 2.85% | 30K | 0.00 | 0.00 |
RUBRIK INC.SOLE | CL A | 22K | SH | $1.97M 2.30% | 22K | 0.00 | 0.00 |
OKTA INCSOLE | CL A | 17K | SH | $1.70M 1.99% | 17K | 0.00 | 0.00 |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 24K | SH | $1.33M 1.55% | 24K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 4K | SH | $1.27M 1.49% | 4K | 0.00 | 0.00 |
ASTERA LABS INCSOLE | COM | 13K | SH | $1.18M 1.37% | 13K | 0.00 | 0.00 |