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
$80.4M
AUM Growth
-$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
18
New
Increased
Reduced
Closed

Top Buys

1 +$19M
2 +$3.41M
3 +$3.34M
4
XYZ
Block Inc
XYZ
+$2.73M
5
TXG icon
10x Genomics
TXG
+$362K

Top Sells

1 +$14M
2 +$10.6M
3 +$10.3M
4
TNDM icon
Tandem Diabetes Care
TNDM
+$9.66M
5
CRNC icon
Cerence
CRNC
+$7.93M

Sector Composition

1 Technology 89.19%
2 Healthcare 10.81%
3 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$19M 20.08%
+494,000
2
$11.5M 12.12%
79,000
-31,000
3
$8.73M 9.21%
375,000
-313,000
4
$8.69M 9.16%
48,000
+2,000
5
$7.07M 7.45%
90,000
-131,000
6
$6.8M 7.17%
132,500
-101,500
7
$6.63M 6.99%
74,000
-88,500
8
$3.41M 3.59%
+10,000
9
$3.34M 3.52%
+30,000
10
$2.73M 2.87%
+12,000
11
$2.43M 2.57%
75,000
-200,000
12
-12,000
13
-61,000
14
-101,000
15
0
16
0
17
-70,000
18
-318,000