Andar Capital Management Hk LTD Portfolio Holdings by Sector
Andar Capital Management Hk LTD
- $64.3 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Semiconductors | Technology
AMD SMTC TSM 3 stocks |
$23,135
35.99% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Communication Equipment | Technology
CRDO CIEN 2 stocks |
$18,179
28.28% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
NOW MNDY MSTR 3 stocks |
$11,827
18.4% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
TER 1 stocks |
$5,395
8.39% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
RDW 1 stocks |
$2,771
4.31% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
OKTA 1 stocks |
$1,699
2.64% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1,270
1.98% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|