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
$75.6M
AUM Growth
+$3.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$8.71M
3
+$6.56M
4
SMCI icon
Super Micro Computer
SMCI
+$5.41M
5
MSTR icon
Strategy Inc
MSTR
+$4.21M

Top Sells

1
+$5.45M
2
+$4.77M
3
+$4.72M
4
NOW icon
ServiceNow
NOW
+$4.25M
5
NTAP icon
NetApp
NTAP
+$4.17M

Sector Composition

1 Technology 79.66%
2 Communication Services 13.73%
3 Consumer Discretionary 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-32,400
27
– –
-19,800
28
– –
-14,000
29
– –
-45,000
30
– –
-5,400
1
2