Andar Capital Management HK Ltd
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), Andar Capital Management HK Ltd reported 13 stock positions worth $69.3 million. Its top holding was Advanced Micro Devices (AMD) at 15.6% of the portfolio, followed by Mongodb (MDB, 12.0%) and Arista Networks (ANET, 10.8%). Compared with Q4 2023, it opened 8 new positions, sold out of 14, added to 4 and reduced 1. The biggest buy was a new position in Dynatrace (DT) and the biggest sale an exit from Fortinet (FTNT).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0001805591
- Portfolio Value
- $69.3M (Q1 2024)
- SEC Filing
- 0001805591-24-000005 ↗ filed May 13, 2024
Holdings Value
Holdings 13 stocks · $69.3M
| AMD Advanced Micro Devices | 15.62% | 60,000 | $10.8M | Add +20.0% |
| MDB Mongodb Inc. | 11.95% | 23,100 | $8.3M | Add +21.6% |
| ANET Arista Networks Inc. | 10.84% | 25,920 | $7.5M | Add +8.0% |
| DT Dynatrace Inc. | 9.38% | 140,000 | $6.5M | New |
| TEAM Atlassian Corp. Class A | 8.44% | 30,000 | $5.9M | New |
| TER Teradyne Inc. | 8.14% | 50,000 | $5.6M | Reduce -7.2% |
| TWLO Twilio Inc. Class A | 6.62% | 75,000 | $4.6M | Add +134.4% |
| INTC Intel Corp. | 6.37% | 100,000 | $4.4M | New |
| MRVL Marvell Technology Inc. | 6.13% | 60,000 | $4.3M | New |
| NET Cloudflare Inc. Class A | 5.59% | 40,000 | $3.9M | New |
| ADBE Adobe Inc. | 5.09% | 7,000 | $3.5M | New |
| NOW ServiceNow Inc. | 4.40% | 4,000 | $3.0M | New |
| DDOG Datadog Inc. Class A | 1.43% | 8,000 | $989K | New |
Portfolio Sells Q4 2023 → Q1 2024
| FTNT Fortinet Inc. | Sold out | 0.00% | −9.08 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −6.49 |
| SMAR Smartsheet Inc. Class A | Sold out | 0.00% | −5.40 |
| OKTA Okta Inc. | Sold out | 0.00% | −4.98 |
| U Unity Software Inc. | Sold out | 0.00% | −4.73 |
| CHWY Chewy Inc. Class A | Sold out | 0.00% | −4.33 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −4.24 |
| MNDY Monday.com Ltd. | Sold out | 0.00% | −4.24 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −3.20 |
| ORCL Oracle Corp. | Sold out | 0.00% | −2.97 |
| PAYC Paycom Software Inc. | Sold out | 0.00% | −2.92 |
| DAY Dayforce Inc. | Sold out | 0.00% | −2.37 |
| CFLT Confluent Inc. Class A | Sold out | 0.00% | −2.31 |
| BASE Couchbase Inc. | Sold out | 0.00% | −1.72 |
| TER Teradyne Inc. | Reduce -7.2% | 8.14% | −0.11 |
Portfolio Buys Q4 2023 → Q1 2024
| DT Dynatrace Inc. | New | 9.38% | +9.38 |
| TEAM Atlassian Corp. Class A | New | 8.44% | +8.44 |
| INTC Intel Corp. | New | 6.37% | +6.37 |
| MRVL Marvell Technology Inc. | New | 6.13% | +6.13 |
| NET Cloudflare Inc. Class A | New | 5.59% | +5.59 |
| AMD Advanced Micro Devices | Add +20.0% | 15.62% | +5.22 |
| ADBE Adobe Inc. | New | 5.09% | +5.09 |
| NOW ServiceNow Inc. | New | 4.40% | +4.40 |
| TWLO Twilio Inc. Class A | Add +134.4% | 6.62% | +3.19 |
| ANET Arista Networks Inc. | Add +8.0% | 10.84% | +2.87 |
| DDOG Datadog Inc. Class A | New | 1.43% | +1.43 |
| MDB Mongodb Inc. | Add +21.6% | 11.95% | +0.99 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 13 | $222.8M | VICR, MU, TSEM, SMTC, ONTO |
| Q1 2026 | 13 | $116.9M | TSEM, ONTO, SMTC, AAOI, TER |
| Q4 2025 | 15 | $92.8M | CRDO, SMTC, ONTO, AMD, TSEM |
| Q3 2025 | 20 | $98.9M | CRDO, ONTO, TER, AMD, IBIT |
| Q2 2025 | 19 | $85.6M | CRDO, AMD, SMTC, NOW, IBIT |
| Q1 2025 | 15 | $51.9M | CRDO, AMD, NOW, ANET, MNDY |
| Q4 2024 | 16 | $77.5M | ASML, CRDO, ESTC, AMD, TSM |
| Q3 2024 | 17 | $75.6M | ESTC, AMD, PINS, CRDO, SMCI |
| Q2 2024 | 20 | $72.0M | AMD, TER, META, NET, S |
| Q1 2024 | 13 | $69.3M | AMD, MDB, ANET, DT, TEAM |