Andar Capital Management HK Ltd
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Andar Capital Management HK Ltd reported 20 stock positions worth $72.0 million. Its top holding was Advanced Micro Devices (AMD) at 10.2% of the portfolio, followed by Teradyne (TER, 8.3%) and Meta Platforms Class A (META, 7.6%). Compared with Q1 2024, it opened 12 new positions, sold out of 5, added to 3 and reduced 5. The biggest buy was a new position in Meta Platforms Class A (META) and the biggest sale Mongodb (MDB, shares −83%).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0001805591
- Portfolio Value
- $72.0M (Q2 2024)
- SEC Filing
- 0001805591-24-000009 ↗ filed Aug 12, 2024
Holdings Value
Holdings 20 stocks · $72.0M
| AMD Advanced Micro Devices | 10.20% | 45,295 | $7.3M | Reduce -24.5% |
| TER Teradyne Inc. | 8.34% | 40,500 | $6.0M | Reduce -19.0% |
| META Meta Platforms Inc. Class A | 7.56% | 10,800 | $5.4M | New |
| NET Cloudflare Inc. Class A | 6.63% | 57,600 | $4.8M | Add +44.0% |
| S Sentinelone Inc. Class A | 6.58% | 225,000 | $4.7M | New |
| MRVL Marvell Technology Inc. | 6.55% | 67,500 | $4.7M | Add +12.5% |
| ANET Arista Networks Inc. | 6.13% | 12,600 | $4.4M | Reduce -51.4% |
| AMZN Amazon.com Inc. | 6.04% | 22,500 | $4.3M | New |
| NOW ServiceNow Inc. | 5.90% | 5,400 | $4.2M | Add +35.0% |
| NTAP Netapp Inc. | 5.80% | 32,400 | $4.2M | New |
| QCOM Qualcomm Inc. | 5.48% | 19,800 | $3.9M | New |
| FTNT Fortinet Inc. | 4.52% | 54,000 | $3.3M | New |
| ESTC Elastic NV | 3.16% | 20,000 | $2.3M | New |
| ARM Arm Holdings PLC-ADR | 2.86% | 12,600 | $2.1M | New |
| IOT Samsara Inc. Class A | 2.81% | 60,000 | $2.0M | New |
| CRDO Credo Technology Group Holdi | 2.79% | 63,000 | $2.0M | New |
| SMAR Smartsheet Inc. Class A | 2.75% | 45,000 | $2.0M | New |
| SNOW Snowflake Inc. | 2.63% | 14,000 | $1.9M | New |
| DT Dynatrace Inc. | 1.86% | 30,000 | $1.3M | Reduce -78.6% |
| MDB Mongodb Inc. | 1.39% | 4,000 | $1000K | Reduce -82.7% |
Portfolio Sells Q1 2024 → Q2 2024
| MDB Mongodb Inc. | Reduce -82.7% | 1.39% | −10.56 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −8.44 |
| DT Dynatrace Inc. | Reduce -78.6% | 1.86% | −7.51 |
| TWLO Twilio Inc. Class A | Sold out | 0.00% | −6.62 |
| INTC Intel Corp. | Sold out | 0.00% | −6.37 |
| AMD Advanced Micro Devices | Reduce -24.5% | 10.20% | −5.42 |
| ADBE Adobe Inc. | Sold out | 0.00% | −5.09 |
| ANET Arista Networks Inc. | Reduce -51.4% | 6.13% | −4.71 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −1.43 |
| TER Teradyne Inc. | Reduce -19.0% | 8.34% | +0.20 |
Portfolio Buys Q1 2024 → Q2 2024
| META Meta Platforms Inc. Class A | New | 7.56% | +7.56 |
| S Sentinelone Inc. Class A | New | 6.58% | +6.58 |
| AMZN Amazon.com Inc. | New | 6.04% | +6.04 |
| NTAP Netapp Inc. | New | 5.80% | +5.80 |
| QCOM Qualcomm Inc. | New | 5.48% | +5.48 |
| FTNT Fortinet Inc. | New | 4.52% | +4.52 |
| ESTC Elastic NV | New | 3.16% | +3.16 |
| ARM Arm Holdings PLC-ADR | New | 2.86% | +2.86 |
| IOT Samsara Inc. Class A | New | 2.81% | +2.81 |
| CRDO Credo Technology Group Holdi | New | 2.79% | +2.79 |
| SMAR Smartsheet Inc. Class A | New | 2.75% | +2.75 |
| SNOW Snowflake Inc. | New | 2.63% | +2.63 |
| NOW ServiceNow Inc. | Add +35.0% | 5.90% | +1.50 |
| NET Cloudflare Inc. Class A | Add +44.0% | 6.63% | +1.04 |
| MRVL Marvell Technology Inc. | Add +12.5% | 6.55% | +0.42 |
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 |