ACMH

Andar Capital Management (HK) Portfolio holdings

AUM $92.8M
1-Year Est. Return 127.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+127.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.8M
AUM Growth
-$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$4.65M
3
+$3.86M
4
LITE icon
Lumentum
LITE
+$3.01M
5
VICR icon
Vicor
VICR
+$2.72M

Top Sells

1
+$7.67M
2
+$6.99M
3
+$6.85M
4
ONTO icon
Onto Innovation
ONTO
+$3.32M
5
SNPS icon
Synopsys
SNPS
+$2.96M

Sector Composition

1 Technology 93.59%
2 Industrials 6.41%
3 Consumer Discretionary 0%
4 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SNPS icon
26
Synopsys
SNPS
$83.6B
– –
-6,000
WOLF icon
27
Wolfspeed
WOLF
$790M
– –
-1,670
ALAB icon
28
Astera Labs
ALAB
$20.6B
– –
-10,000
1
2