ACMH

Andar Capital Management (HK) Portfolio holdings

AUM $98.9M
1-Year Est. Return 124.61%
This Quarter Est. Return
1 Year Est. Return
+124.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.9M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$3.06M
3
+$3.04M
4
SNPS icon
Synopsys
SNPS
+$2.96M
5
ON icon
ON Semiconductor
ON
+$2.47M

Top Sells

1
+$9.9M
2
+$6.96M
3
+$6.17M
4
SMTC icon
Semtech
SMTC
+$4.29M
5
MNDY icon
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
CIEN icon
26
Ciena
CIEN
$28.5B
– –
-30,000
MNDY icon
27
monday.com
MNDY
$8.09B
– –
-9,000
MSTR icon
28
Strategy Inc
MSTR
$51.4B
– –
-7,000
NOW icon
29
ServiceNow
NOW
$177B
– –
-6,000
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