ACMH
Andar Capital Management (HK) Portfolio holdings
AUM
$98.9M
1-Year Est. Return
124.61%
1 Year Est. Return
+124.61%
AUM
$98.9M
AUM Growth
+$13.3M
(+16%)
Holding
29
Top Buys
| 1 | +$14.2M | |
| 2 | +$3.06M | |
| 3 | +$3.04M | |
| 4 |
Synopsys
SNPS
|
+$2.96M |
| 5 |
ON Semiconductor
ON
|
+$2.47M |
Top Sells
| 1 | +$9.9M | |
| 2 | +$6.96M | |
| 3 | +$6.17M | |
| 4 |
Semtech
SMTC
|
+$4.29M |
| 5 |
monday.com
MNDY
|
+$2.83M |
Sector Composition
| 1 | Technology | 82.93% |
| 2 | Industrials | 4.91% |
| 3 | Consumer Discretionary | 2.22% |
| 4 | Utilities | 2.18% |
| 5 | Communication Services | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Credo Technology Group
CRDO
$25.6B
| $14.9M | 15.02% |
102,000
-68,000
|
|
||
2
Onto Innovation
ONTO
$10.8B
| $14.2M | 14.38% |
+110,000
|
|
||
3
Teradyne
TER
$36.4B
| $10.5M | 10.58% |
76,000
+16,000
|
|
||
4
Advanced Micro Devices
AMD
$406B
| $8.09M | 8.18% |
50,000
-43,000
|
|
||
5
iShares Bitcoin Trust
IBIT
$70.1B
| $7.67M | 7.76% |
118,000
+28,000
|
|
||
|
6
Semtech
SMTC
$7.42B
| $7.14M | 7.23% |
100,000
-60,000
|
|
||
7
Arista Networks
ANET
$160B
| $6.99M | 7.07% |
48,000
+8,000
|
|
||
8
Fabrinet
FN
$17.5B
| $3.06M | 3.1% |
+8,400
|
|
||
9
Tower Semiconductor
TSEM
$14.9B
| $3.04M | 3.07% |
+42,000
|
|
||
|
10
Synopsys
SNPS
$99.8B
| $2.96M | 2.99% |
+6,000
|
|
||
11
Coherent
COHR
$31.6B
| $2.8M | 2.83% |
26,000
-18,000
|
|
||
12
Redwire
RDW
$1.68B
| $2.7M | 2.73% |
300,000
+130,000
|
|
||
|
13
ON Semiconductor
ON
$25.5B
| $2.47M | 2.49% |
+50,000
|
|
||
14
Celestica
CLS
$36B
| $2.46M | 2.49% |
10,000
-11,000
|
|
||
15
Amazon
AMZN
$2.47T
| $2.2M | 2.22% |
+10,000
|
|
||
16
Fluence Energy
FLNC
$3.4B
| $2.16M | 2.18% |
+200,000
|
|
||
17
NuScale Power
SMR
$5.57B
| $2.16M | 2.18% |
+60,000
|
|
||
18
Astera Labs
ALAB
$30B
| $1.96M | 1.98% |
10,000
-3,000
|
|
||
19
Grab
GRAB
$18.1B
| $1.44M | 1.46% |
+240,000
|
|
||
20
Wolfspeed
WOLF
$504M
| $47.8K | 0.05% |
+1,670
|
|
||
21
Okta
OKTA
$15.7B
| – | – |
-17,000
|
|
||
22
Tesla
TSLA
$1.44T
| – | – |
-4,000
|
|
||
23
TSMC
TSM
$1.7T
| – | – |
-12,000
|
|
||
24
ServiceNow
NOW
$132B
| – | – |
-30,000
|
|
||
25
Rubrik
RBRK
$12.9B
| – | – |
-22,000
|
|