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
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$16.3M
3
+$16.2M
4
BILL icon
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 Change
in Stake 		Capital Flow
1
$20.3M 13.23%
+221,000
2
$16.3M 10.66%
+162,500
3
$16.2M 10.57%
+688,000
4
$15M 9.8%
+110,000
5
$14M 9.15%
+318,000
6
$12.8M 8.33%
+234,000
7
$10.6M 6.89%
+61,000
8
$9.66M 6.31%
+101,000
9
$9.48M 6.19%
+275,000
10
$6.51M 4.25%
+46,000
11
$2.7M 1.76%
+70,000
12
$2.26M 1.47%
+12,000
13
– –
0
14
– –
0