Andar Capital Management HK Ltd Quant / Systematic

CIK: 0001805591 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 12, 2022

Total Value ($000): $37,606 (100.0% shares, 0.0% debt)

Holdings (9)

AMD ADVANCED MICRO DEVICES INC 18.3%
Value ($000) $6,882 Shares 90,000 Est. Cost $124.75 Unrealized -25.0%
FTNT FORTINET INC 13.2%
Value ($000) $4,979 Shares 88,000 Est. Cost $59.39 Unrealized 0.0%
BILL BILL COM HLDGS INC 13.2%
Value ($000) $4,947 Shares 45,000 Est. Cost $133.06 Unrealized +9.4%
NVDA NVIDIA CORPORATION 12.5%
Value ($000) $4,699 Shares 31,000 Est. Cost $25.03 Unrealized -24.7%
TER TERADYNE INC 11.7%
Value ($000) $4,388 Shares 49,000 Est. Cost $124.55 Unrealized -17.8%
WDAY WORKDAY INC 11.1%
Value ($000) $4,187 Shares 30,000 Est. Cost $181.69 Unrealized 0.0%
MDB MONGODB INC 10.4%
Value ($000) $3,893 Shares 15,000 Est. Cost $409.50 Unrealized -23.7%
EXPE EXPEDIA GROUP INC 5.0%
Value ($000) $1,897 Shares 20,000 Est. Cost $140.45 Unrealized 0.0%
JD JD.COM INC 4.6%
Value ($000) $1,734 Shares 27,000 Est. Cost $64.22 Unrealized —