ACMH
Andar Capital Management (HK) Portfolio holdings
AUM
$85.6M
This Quarter Return
+51.05%
1 Year Return
+44.61%
3 Year Return
+138.39%
5 Year Return
–
10 Year Return
–
AUM
$136M
AUM Growth
–
Cap. Flow
+$136M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
96.35%
Holding
14
New
12
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Advanced Micro Devices
AMD
|
$20.3M |
| 2 |
Cerence
CRNC
|
$16.3M |
| 3 |
Palantir
PLTR
|
$16.2M |
| 4 |
BILL Holdings
BILL
|
$15M |
| 5 |
NUAN
Nuance Communications, Inc.
NUAN
|
$14M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 78.65% |
| 2 | Healthcare | 21.35% |
| 3 | Communication Services | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Advanced Micro Devices
AMD
$264B
| $20.3M | 13.23% |
+221,000
| New | +$20.3M |
|
|
2
Cerence
CRNC
$456M
| $16.3M | 10.66% |
+162,500
| New | +$16.3M |
|
|
3
Palantir
PLTR
$372B
| $16.2M | 10.57% |
+688,000
| New | +$16.2M |
|
|
4
BILL Holdings
BILL
$4.72B
| $15M | 9.8% |
+110,000
| New | +$15M |
|
|
NUAN
5
DELISTED
Nuance Communications, Inc.
NUAN
| $14M | 9.15% |
+318,000
| New | +$14M |
|
6
Varonis Systems
VRNS
$6.61B
| $12.8M | 8.33% |
+78,000
| New | +$12.8M |
|
7
NovoCure
NVCR
$1.38B
| $10.6M | 6.89% |
+61,000
| New | +$10.6M |
|
8
Tandem Diabetes Care
TNDM
$845M
| $9.66M | 6.31% |
+101,000
| New | +$9.66M |
|
9
8x8 Inc
EGHT
$270M
| $9.48M | 6.19% |
+275,000
| New | +$9.48M |
|
10
10x Genomics
TXG
$1.74B
| $6.51M | 4.25% |
+46,000
| New | +$6.51M |
|
|
MAXR
11
DELISTED
Maxar Technologies Inc. Common Stock
MAXR
| $2.7M | 1.76% |
+70,000
| New | +$2.7M |
|
12
Inspire Medical Systems
INSP
$2.77B
| $2.26M | 1.47% |
+12,000
| New | +$2.26M |
|
13
Weibo
WB
$2.81B
| – | – |
0
| – | – |
|
|
AYX
14
DELISTED
Alteryx, Inc.
AYX
| – | – |
0
| – | – |
|