Andar Capital Management HK Ltd Quant / Systematic

CIK: 0001805591 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 8, 2025

Total Value ($000): $85,561 (100.0% shares, 0.0% debt)

Holdings (19)

CRDO CREDO TECHNOLOGY GROUP HOLDI 18.4%

Value ($000) $15,740 Shares 170,000 Est. Cost $32.17 Unrealized +81.3%

AMD ADVANCED MICRO DEVICES INC 15.4%

Value ($000) $13,197 Shares 93,000 Est. Cost $122.16 Unrealized -10.9%

SMTC SEMTECH CORP 8.4%

Value ($000) $7,222 Shares 160,000 Est. Cost $35.58 Unrealized 0.0%

NOW SERVICENOW INC 7.2%

Value ($000) $6,168 Shares 6,000 Est. Cost $192.75 Unrealized -2.1%

IBIT ISHARES BITCOIN TRUST ETF 6.4%

Value ($000) $5,509 Shares 90,000 Est. Cost $54.11 Unrealized —

TER TERADYNE INC 6.3%

Value ($000) $5,395 Shares 60,000 Est. Cost $79.69 Unrealized 0.0%

ANET ARISTA NETWORKS INC 4.8%

Value ($000) $4,092 Shares 40,000 Est. Cost $102.63 Unrealized -15.7%

COHR COHERENT CORP 4.6%

Value ($000) $3,925 Shares 44,000 Est. Cost $71.97 Unrealized 0.0%

CLS CELESTICA INC 3.8%

Value ($000) $3,278 Shares 21,000 Est. Cost $106.09 Unrealized +0.2%

MNDY MONDAY COM LTD 3.3%

Value ($000) $2,830 Shares 9,000 Est. Cost $271.82 Unrealized +2.4%

MSTR MICROSTRATEGY INC 3.3%

Value ($000) $2,830 Shares 7,000 Est. Cost $142.97 Unrealized +154.8%

RDW REDWIRE CORPORATION 3.2%

Value ($000) $2,771 Shares 170,000 Est. Cost $13.03 Unrealized 0.0%

TSM TAIWAN SEMICONDUCTOR MFG LTD 3.2%

Value ($000) $2,718 Shares 12,000 Est. Cost $184.99 Unrealized —

CIEN CIENA CORP 2.9%

Value ($000) $2,440 Shares 30,000 Est. Cost $79.05 Unrealized -9.3%

RBRK RUBRIK INC. 2.3%

Value ($000) $1,971 Shares 22,000 Est. Cost $79.05 Unrealized 0.0%

OKTA OKTA INC 2.0%

Value ($000) $1,699 Shares 17,000 Est. Cost $106.80 Unrealized 0.0%

NBIS NEBIUS GROUP N.V. 1.6%

Value ($000) $1,328 Shares 24,000 Est. Cost $34.43 Unrealized 0.0%

TSLA TESLA INC 1.5%

Value ($000) $1,271 Shares 4,000 Est. Cost $301.28 Unrealized 0.0%

ALAB ASTERA LABS INC 1.4%

Value ($000) $1,175 Shares 13,000 Est. Cost $79.01 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CRDO	CREDO TECHNOLOGY GROUP HOLDI	170,000	$15,740	18.4%	$32.17	+81.3%	ORDINARY SHARES	G25457105
AMD	ADVANCED MICRO DEVICES INC	93,000	$13,197	15.4%	$122.16	-10.9%	COM	007903107
SMTC	SEMTECH CORP	160,000	$7,222	8.4%	$35.58	0.0%	COM	816850101
NOW	SERVICENOW INC	6,000	$6,168	7.2%	$192.75	-2.1%	COM	81762P102
IBIT	ISHARES BITCOIN TRUST ETF	90,000	$5,509	6.4%	$54.11	—	SHS BEN INT	46438F101
TER	TERADYNE INC	60,000	$5,395	6.3%	$79.69	0.0%	COM	880770102
ANET	ARISTA NETWORKS INC	40,000	$4,092	4.8%	$102.63	-15.7%	COM SHS	040413205
COHR	COHERENT CORP	44,000	$3,925	4.6%	$71.97	0.0%	COM	19247G107
CLS	CELESTICA INC	21,000	$3,278	3.8%	$106.09	+0.2%	COM	15101Q207
MNDY	MONDAY COM LTD	9,000	$2,830	3.3%	$271.82	+2.4%	SHS	M7S64H106
MSTR	MICROSTRATEGY INC	7,000	$2,830	3.3%	$142.97	+154.8%	CL A NEW	594972408
RDW	REDWIRE CORPORATION	170,000	$2,771	3.2%	$13.03	0.0%	COM	75776W103
TSM	TAIWAN SEMICONDUCTOR MFG LTD	12,000	$2,718	3.2%	$184.99	—	SPONSORED ADS	874039100
CIEN	CIENA CORP	30,000	$2,440	2.9%	$79.05	-9.3%	COM NEW	171779309
RBRK	RUBRIK INC.	22,000	$1,971	2.3%	$79.05	0.0%	CL A	781154109
OKTA	OKTA INC	17,000	$1,699	2.0%	$106.80	0.0%	CL A	679295105
NBIS	NEBIUS GROUP N.V.	24,000	$1,328	1.6%	$34.43	0.0%	SHS CLASS A	N97284108
TSLA	TESLA INC	4,000	$1,271	1.5%	$301.28	0.0%	COM	88160R101
ALAB	ASTERA LABS INC	13,000	$1,175	1.4%	$79.01	0.0%	COM	04626A103