ACMH

Andar Capital Management (HK) Portfolio holdings

AUM $85.6M
1-Year Est. Return 44.61%
This Quarter Est. Return
1 Year Est. Return
+44.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$69.3M
AUM Growth
-$1.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$6.5M
2 +$5.85M
3 +$4.42M
4
MRVL icon
Marvell Technology
MRVL
+$4.25M
5
NET icon
Cloudflare
NET
+$3.87M

Top Sells

1 +$6.44M
2 +$4.6M
3 +$3.83M
4
OKTA icon
Okta
OKTA
+$3.53M
5
U icon
Unity
U
+$3.35M

Sector Composition

1 Technology 100%
2 Communication Services 0%
3 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-25,000
27
-80,000