Andar Capital Management Hk LTD Portfolio Holdings

Andar Capital Management Hk LTD

  • $64.3 Million
  • Q2 2025

Andar Capital Management Hk LTD has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $64.3 Million distributed in 19 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Credo Technology Group Holding LTD with a value of $15.7M, Advanced Micro Devices Inc with a value of $13.2M, Semtech Corp with a value of $7.22M, Service Now, Inc. with a value of $6.17M, and Teradyne, Inc with a value of $5.4M.

Examining the 13F form we can see an increase of $23.3M in the current position value, from $41M to 64.3M.

Andar Capital Management Hk LTD is based out at Hong Kong, K3

Below you can find more details about Andar Capital Management Hk LTD portfolio as well as his latest detailed transactions.

Portfolio value $64.3 Million
Technology: $60.2 Million
Industrials: $2.77 Million
Consumer Cyclical: $1.27 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$17.4B
$15.7 Million 24.49% of portfolio
170,000
Q2 2025 Reduced 2.3%
$278B
$13.2 Million 20.53% of portfolio
93,000
Q2 2025 Added 87.88%
$3.27B
$7.22 Million 11.24% of portfolio
160,000
Q2 2025 New
$177B
$6.17 Million 9.6% of portfolio
6,000
Q1 2025 New
$16.7B
$5.4 Million 8.39% of portfolio
60,000
Q2 2025 New
$10.8B
$2.83 Million 4.4% of portfolio
9,000
Q2 2025 Reduced 47.06%
$3.76B
$2.83 Million 4.4% of portfolio
7,000
Q2 2025 Reduced 35.19%
$599M
$2.77 Million 4.31% of portfolio
170,000
Q2 2025 New
$1.26T
$2.72 Million 4.23% of portfolio
12,000
Q2 2025 Reduced 20.0%
$14.1B
$2.44 Million 3.79% of portfolio
30,000
Q2 2025 Reduced 37.09%
$14.2B
$1.7 Million 2.64% of portfolio
17,000
Q2 2025 New
$1.02T
$1.27 Million 1.98% of portfolio
4,000
Q2 2025 New
Arista Networks Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 29.82%
Astera Labs Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Celestica Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 41.67%
Rubrik Inc.
-
$0 0.0% of portfolio
-
Q2 2025 New
Coherent Corp
-
$0 0.0% of portfolio
-
Q2 2025 New
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q2 2025 Added 14.94%

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $64.3 Million
  • Prior Value $41 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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