Andar Capital Management HK Ltd Quant / Systematic

CIK: 0001805591 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 9, 2025

Total Value ($000): $51,892 (100.0% shares, 0.0% debt)

Holdings (15)

CRDO CREDO TECHNOLOGY GROUP HOLDI 13.5%

Value ($000) $6,988 Shares 174,000 Est. Cost $32.17 Unrealized +93.2%

AMD ADVANCED MICRO DEVICES INC 9.8%

Value ($000) $5,086 Shares 49,500 Est. Cost $133.84 Unrealized -16.9%

NOW SERVICENOW INC 9.2%

Value ($000) $4,777 Shares 6,000 Est. Cost $192.75 Unrealized 0.0%

ANET ARISTA NETWORKS INC 8.5%

Value ($000) $4,416 Shares 57,000 Est. Cost $102.63 Unrealized -1.2%

MNDY MONDAY COM LTD 8.0%

Value ($000) $4,134 Shares 17,000 Est. Cost $271.82 Unrealized -2.8%

IBIT ISHARES BITCOIN TRUST ETF 7.1%

Value ($000) $3,665 Shares 78,300 Est. Cost $53.05 Unrealized —

MSTR MICROSTRATEGY INC 6.0%

Value ($000) $3,113 Shares 10,800 Est. Cost $142.97 Unrealized +122.1%

PINS PINTEREST INC 5.7%

Value ($000) $2,976 Shares 96,000 Est. Cost $33.88 Unrealized 0.0%

CIEN CIENA CORP 5.6%

Value ($000) $2,882 Shares 47,690 Est. Cost $79.05 Unrealized 0.0%

CLS CELESTICA INC 5.5%

Value ($000) $2,837 Shares 36,000 Est. Cost $106.09 Unrealized 0.0%

AMZN AMAZON COM INC 5.1%

Value ($000) $2,664 Shares 14,000 Est. Cost $217.00 Unrealized 0.0%

TSM TAIWAN SEMICONDUCTOR MFG LTD 4.8%

Value ($000) $2,490 Shares 15,000 Est. Cost $184.99 Unrealized —

ESTC ELASTIC N V 4.3%

Value ($000) $2,228 Shares 25,000 Est. Cost $99.44 Unrealized +4.4%

MRVL MARVELL TECHNOLOGY INC 3.5%

Value ($000) $1,829 Shares 29,700 Est. Cost $96.69 Unrealized 0.0%

AVGO BROADCOM INC 3.5%

Value ($000) $1,808 Shares 10,800 Est. Cost $209.82 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CRDO	CREDO TECHNOLOGY GROUP HOLDI	174,000	$6,988	13.5%	$32.17	+93.2%	ORDINARY SHARES	G25457105
AMD	ADVANCED MICRO DEVICES INC	49,500	$5,086	9.8%	$133.84	-16.9%	COM	007903107
NOW	SERVICENOW INC	6,000	$4,777	9.2%	$192.75	0.0%	COM	81762P102
ANET	ARISTA NETWORKS INC	57,000	$4,416	8.5%	$102.63	-1.2%	COM SHS	040413205
MNDY	MONDAY COM LTD	17,000	$4,134	8.0%	$271.82	-2.8%	SHS	M7S64H106
IBIT	ISHARES BITCOIN TRUST ETF	78,300	$3,665	7.1%	$53.05	—	SHS BEN INT	46438F101
MSTR	MICROSTRATEGY INC	10,800	$3,113	6.0%	$142.97	+122.1%	CL A NEW	594972408
PINS	PINTEREST INC	96,000	$2,976	5.7%	$33.88	0.0%	CL A	72352L106
CIEN	CIENA CORP	47,690	$2,882	5.6%	$79.05	0.0%	COM NEW	171779309
CLS	CELESTICA INC	36,000	$2,837	5.5%	$106.09	0.0%	COM	15101Q207
AMZN	AMAZON COM INC	14,000	$2,664	5.1%	$217.00	0.0%	COM	023135106
TSM	TAIWAN SEMICONDUCTOR MFG LTD	15,000	$2,490	4.8%	$184.99	—	SPONSORED ADS	874039100
ESTC	ELASTIC N V	25,000	$2,228	4.3%	$99.44	+4.4%	ORD SHS	N14506104
MRVL	MARVELL TECHNOLOGY INC	29,700	$1,829	3.5%	$96.69	0.0%	COM	573874104
AVGO	BROADCOM INC	10,800	$1,808	3.5%	$209.82	0.0%	COM	11135F101