Andar Capital Management HK Ltd
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 8, 2024), Andar Capital Management HK Ltd reported 17 stock positions worth $75.6 million. Its top holding was Elastic (ESTC) at 15.9% of the portfolio, followed by Advanced Micro Devices (AMD, 13.2%) and Pinterest Class A (PINS, 11.5%). Compared with Q2 2024, it opened 10 new positions, sold out of 13, added to 3 and reduced 4. The biggest buy was Elastic (ESTC, shares +685%) and the biggest sale an exit from Meta Platforms Class A (META).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0001805591
- Portfolio Value
- $75.6M (Q3 2024)
- SEC Filing
- 0001805591-24-000011 ↗ filed Nov 8, 2024
Holdings Value
Holdings 17 stocks · $75.6M
| ESTC Elastic NV | 15.94% | 157,000 | $12.1M | Add +685.0% |
| AMD Advanced Micro Devices | 13.24% | 61,000 | $10.0M | Add +34.7% |
| PINS Pinterest Inc. Class A | 11.52% | 269,000 | $8.7M | New |
| CRDO Credo Technology Group Holdi | 11.25% | 276,000 | $8.5M | Add +338.1% |
| SMCI Super Micro Computer Inc. | 7.16% | 13,000 | $5.4M | New |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 5.58% | 25,000 | $4.2M | New |
| ASML ASML Holding NV-NY Reg SHS | 4.63% | 4,200 | $3.5M | New |
| ANET Arista Networks Inc. | 4.57% | 9,000 | $3.5M | Reduce -28.6% |
| AMZN Amazon.com Inc. | 4.19% | 17,000 | $3.2M | Reduce -24.4% |
| TSM Taiwan Semiconductor-SP ADR | 3.91% | 17,000 | $3.0M | New |
| LRCX Lam Research Corp. | 3.89% | 3,600 | $2.9M | New |
| S Sentinelone Inc. Class A | 3.23% | 102,000 | $2.4M | Reduce -54.7% |
| TER Teradyne Inc. | 2.66% | 15,000 | $2.0M | Reduce -63.0% |
| TSLA Tesla Inc. | 2.42% | 7,000 | $1.8M | New |
| NVDA Nvidia Corp. | 2.25% | 14,000 | $1.7M | New |
| GOOG Alphabet Inc. Class C | 2.21% | 10,000 | $1.7M | New |
| AVGO Broadcom Inc. | 1.37% | 6,000 | $1.0M | New |
Portfolio Sells Q2 2024 → Q3 2024
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −7.56 |
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −6.63 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −6.55 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −5.90 |
| NTAP Netapp Inc. | Sold out | 0.00% | −5.80 |
| TER Teradyne Inc. | Reduce -63.0% | 2.66% | −5.68 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −5.48 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −4.52 |
| S Sentinelone Inc. Class A | Reduce -54.7% | 3.23% | −3.35 |
| ARM Arm Holdings PLC-ADR | Sold out | 0.00% | −2.86 |
| IOT Samsara Inc. Class A | Sold out | 0.00% | −2.81 |
| SMAR Smartsheet Inc. Class A | Sold out | 0.00% | −2.75 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −2.63 |
| DT Dynatrace Inc. | Sold out | 0.00% | −1.86 |
| AMZN Amazon.com Inc. | Reduce -24.4% | 4.19% | −1.85 |
| ANET Arista Networks Inc. | Reduce -28.6% | 4.57% | −1.56 |
| MDB Mongodb Inc. | Sold out | 0.00% | −1.39 |
Portfolio Buys Q2 2024 → Q3 2024
| ESTC Elastic NV | Add +685.0% | 15.94% | +12.78 |
| PINS Pinterest Inc. Class A | New | 11.52% | +11.52 |
| CRDO Credo Technology Group Holdi | Add +338.1% | 11.25% | +8.45 |
| SMCI Super Micro Computer Inc. | New | 7.16% | +7.16 |
| MSTR Strategy Inc. | New | 5.58% | +5.58 |
| ASML ASML Holding NV-NY Reg SHS | New | 4.63% | +4.63 |
| TSM Taiwan Semiconductor-SP ADR | New | 3.91% | +3.91 |
| LRCX Lam Research Corp. | New | 3.89% | +3.89 |
| AMD Advanced Micro Devices | Add +34.7% | 13.24% | +3.04 |
| TSLA Tesla Inc. | New | 2.42% | +2.42 |
| NVDA Nvidia Corp. | New | 2.25% | +2.25 |
| GOOG Alphabet Inc. Class C | New | 2.21% | +2.21 |
| AVGO Broadcom Inc. | New | 1.37% | +1.37 |
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 |