ACMH
Andar Capital Management (HK) Portfolio holdings
AUM
$85.6M
1-Year Est. Return
44.61%
1 Year Est. Return
+44.61%
AUM
$85.6M
AUM Growth
+$33.7M
(+65%)
Holding
24
Top Buys
| 1 | +$7.22M | |
| 2 | +$6.17M | |
| 3 | +$5.4M | |
| 4 |
Coherent
COHR
|
+$3.93M |
| 5 |
Redwire
RDW
|
+$2.77M |
Top Sells
| 1 | +$2.98M | |
| 2 | +$2.66M | |
| 3 | +$2.52M | |
| 4 |
Celestica
CLS
|
+$2.34M |
| 5 |
Elastic
ESTC
|
+$2.23M |
Sector Composition
| 1 | Technology | 87.29% |
| 2 | Industrials | 3.24% |
| 3 | Communication Services | 1.55% |
| 4 | Consumer Discretionary | 1.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Credo Technology Group
CRDO
$24.8B
| $15.7M | 18.4% |
170,000
-4,000
|
|
||
2
Advanced Micro Devices
AMD
$378B
| $13.2M | 15.42% |
93,000
+43,500
|
|
||
3
Semtech
SMTC
$5.88B
| $7.22M | 8.44% |
+160,000
|
|
||
4
ServiceNow
NOW
$188B
| $6.17M | 7.21% |
6,000
|
|
||
5
iShares Bitcoin Trust
IBIT
$81.5B
| $5.51M | 6.44% |
90,000
+11,700
|
|
||
6
Teradyne
TER
$22B
| $5.4M | 6.31% |
+60,000
|
|
||
7
Arista Networks
ANET
$180B
| $4.09M | 4.78% |
40,000
-17,000
|
|
||
|
8
Coherent
COHR
$18.3B
| $3.93M | 4.59% |
+44,000
|
|
||
|
9
Celestica
CLS
$31.8B
| $3.28M | 3.83% |
21,000
-15,000
|
|
||
10
monday.com
MNDY
$9.36B
| $2.83M | 3.31% |
9,000
-8,000
|
|
||
11
Strategy Inc
MSTR
$83.2B
| $2.83M | 3.31% |
7,000
-3,800
|
|
||
|
12
Redwire
RDW
$1.31B
| $2.77M | 3.24% |
+170,000
|
|
||
13
TSMC
TSM
$1.53T
| $2.72M | 3.18% |
12,000
-3,000
|
|
||
14
Ciena
CIEN
$24.1B
| $2.44M | 2.85% |
30,000
-17,690
|
|
||
15
Rubrik
RBRK
$15.2B
| $1.97M | 2.3% |
+22,000
|
|
||
16
Okta
OKTA
$15.4B
| $1.7M | 1.99% |
+17,000
|
|
||
|
NBIS
17
Nebius Group N.V.
NBIS
$28.5B
| $1.33M | 1.55% |
+24,000
|
|
||
18
Tesla
TSLA
$1.46T
| $1.27M | 1.49% |
+4,000
|
|
||
19
Astera Labs
ALAB
$26.6B
| $1.18M | 1.37% |
+13,000
|
|
||
|
20
Elastic
ESTC
$8.63B
| – | – |
-25,000
|
|
||
21
Marvell Technology
MRVL
$75.8B
| – | – |
-29,700
|
|
||
22
Pinterest
PINS
$22B
| – | – |
-96,000
|
|
||
23
Amazon
AMZN
$2.27T
| – | – |
-14,000
|
|
||
24
Broadcom
AVGO
$1.65T
| – | – |
-10,800
|
|