Andar Capital Management HK Ltd
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Andar Capital Management HK Ltd reported 16 stock positions worth $77.5 million. Its top holding was ASML Holding NV-NY Reg SHS (ASML) at 13.5% of the portfolio, followed by Credo Technology Group Holdi (CRDO, 13.3%) and Elastic (ESTC, 11.5%). Compared with Q3 2024, it opened 8 new positions, sold out of 9, added to 4 and reduced 3. The biggest buy was ASML Holding NV-NY Reg SHS (ASML, shares +260%) and the biggest sale an exit from Pinterest Class A (PINS).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0001805591
- Portfolio Value
- $77.5M (Q4 2024)
- SEC Filing
- 0001805591-25-000002 ↗ filed Feb 11, 2025
Holdings Value
Holdings 16 stocks · $77.5M
| ASML ASML Holding NV-NY Reg SHS | 13.50% | 15,100 | $10.5M | Add +259.5% |
| CRDO Credo Technology Group Holdi | 13.27% | 153,000 | $10.3M | Reduce -44.6% |
| ESTC Elastic NV | 11.50% | 90,000 | $8.9M | Reduce -42.7% |
| AMD Advanced Micro Devices | 10.38% | 66,600 | $8.0M | Add +9.2% |
| TSM Taiwan Semiconductor-SP ADR | 8.25% | 32,400 | $6.4M | Add +90.6% |
| IBIT iShares Bitcoin Trust ETF | 7.14% | 104,400 | $5.5M | New |
| ANET Arista Networks Inc. | 6.96% | 48,800 | $5.4M | Add +35.6% |
| RDW Redwire Corp. | 4.67% | 220,000 | $3.6M | New |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 4.37% | 11,700 | $3.4M | Reduce -53.2% |
| IOT Samsara Inc. Class A | 3.95% | 70,000 | $3.1M | New |
| SNOW Snowflake Inc. | 3.59% | 18,000 | $2.8M | New |
| ARM Arm Holdings PLC-ADR | 3.56% | 22,400 | $2.8M | New |
| MNDY Monday.com Ltd. | 3.06% | 10,080 | $2.4M | New |
| TER Teradyne Inc. | 2.44% | 15,000 | $1.9M | No change |
| MPWR Monolithic Power Systems Inc. | 1.83% | 2,400 | $1.4M | New |
| VRT Vertiv Holdings Co. Class A | 1.52% | 10,400 | $1.2M | New |
Portfolio Sells Q3 2024 → Q4 2024
| PINS Pinterest Inc. Class A | Sold out | 0.00% | −11.52 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −7.16 |
| ESTC Elastic NV | Reduce -42.7% | 11.50% | −4.44 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −4.19 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −3.89 |
| S Sentinelone Inc. Class A | Sold out | 0.00% | −3.23 |
| TSLA Tesla Inc. | Sold out | 0.00% | −2.42 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −2.25 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −2.21 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −1.37 |
| MSTR Strategy Inc. | Reduce -53.2% | 4.37% | −1.20 |
| CRDO Credo Technology Group Holdi | Reduce -44.6% | 13.27% | +2.02 |
Portfolio Buys Q3 2024 → Q4 2024
| ASML ASML Holding NV-NY Reg SHS | Add +259.5% | 13.50% | +8.87 |
| IBIT iShares Bitcoin Trust ETF | New | 7.14% | +7.14 |
| RDW Redwire Corp. | New | 4.67% | +4.67 |
| TSM Taiwan Semiconductor-SP ADR | Add +90.6% | 8.25% | +4.35 |
| IOT Samsara Inc. Class A | New | 3.95% | +3.95 |
| SNOW Snowflake Inc. | New | 3.59% | +3.59 |
| ARM Arm Holdings PLC-ADR | New | 3.56% | +3.56 |
| MNDY Monday.com Ltd. | New | 3.06% | +3.06 |
| ANET Arista Networks Inc. | Add +35.6% | 6.96% | +2.39 |
| MPWR Monolithic Power Systems Inc. | New | 1.83% | +1.83 |
| VRT Vertiv Holdings Co. Class A | New | 1.52% | +1.52 |
| AMD Advanced Micro Devices | Add +9.2% | 10.38% | −2.86 |
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 |