Andar Capital Management HK Ltd Quant / Systematic

CIK: 0001805591 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 12, 2022

Total Value ($000): $62,264 (100.0% shares, 0.0% debt)

Holdings (7)

MDB MONGODB INC 22.1%

Value ($000) $13,751 Shares 31,000 Est. Cost $409.50 Unrealized -4.5%

AMD ADVANCED MICRO DEVICES INC 19.7%

Value ($000) $12,246 Shares 112,000 Est. Cost $124.75 Unrealized -4.3%

BILL BILL COM HLDGS INC 18.6%

Value ($000) $11,566 Shares 51,000 Est. Cost $133.06 Unrealized +56.7%

NVDA NVIDIA CORPORATION 14.9%

Value ($000) $9,277 Shares 34,000 Est. Cost $25.03 Unrealized 0.0%

TER TERADYNE INC 12.9%

Value ($000) $8,040 Shares 68,000 Est. Cost $124.55 Unrealized 0.0%

MU MICRON TECHNOLOGY INC 6.0%

Value ($000) $3,739 Shares 48,000 Est. Cost $83.39 Unrealized 0.0%

ADBE ADOBE SYSTEMS INCORPORATED 5.9%

Value ($000) $3,645 Shares 8,000 Est. Cost $481.10 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MDB	MONGODB INC	31,000	$13,751	22.1%	$409.50	-4.5%	CL A	60937P106
AMD	ADVANCED MICRO DEVICES INC	112,000	$12,246	19.7%	$124.75	-4.3%	COM	007903107
BILL	BILL COM HLDGS INC	51,000	$11,566	18.6%	$133.06	+56.7%	COM	090043100
NVDA	NVIDIA CORPORATION	34,000	$9,277	14.9%	$25.03	0.0%	COM	67066G104
TER	TERADYNE INC	68,000	$8,040	12.9%	$124.55	0.0%	COM	880770102
MU	MICRON TECHNOLOGY INC	48,000	$3,739	6.0%	$83.39	0.0%	COM	595112103
ADBE	ADOBE SYSTEMS INCORPORATED	8,000	$3,645	5.9%	$481.10	0.0%	COM	00724F101