ACMH

Andar Capital Management (HK) Portfolio holdings

AUM $85.6M
This Quarter Return
+15.67%
1 Year Return
+44.61%
3 Year Return
+138.39%
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
+$129M
Cap. Flow
+$35.3M
Cap. Flow %
27.39%
Top 10 Hldgs %
91.5%
Holding
17
New
5
Increased
5
Reduced
2
Closed
4

Top Buys

1
ILMN icon
Illumina
ILMN
$13.3M
2
TWLO icon
Twilio
TWLO
$6.7M
3
TEAM icon
Atlassian
TEAM
$6.68M
4
NOW icon
ServiceNow
NOW
$6.6M
5
BL icon
BlackLine
BL
$6.34M

Top Sells

1
AMD icon
Advanced Micro Devices
AMD
$7.07M
2
ESTC icon
Elastic
ESTC
$3.34M
3
XYZ
Block, Inc.
XYZ
$2.73M
4
CRNC icon
Cerence
CRNC
$2.67M
5
EGHT icon
8x8 Inc
EGHT
$2.43M

Sector Composition

1 Technology 77.52%
2 Healthcare 18.05%
3 Communication Services 4.43%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
TDC icon
1
Teradata
TDC
$1.98B
$23.2M 15.81%
464,000
-30,000
-6% -$1.5M
BILL icon
2
BILL Holdings
BILL
$4.72B
$18.1M 12.37%
99,000
+20,000
+25% +$3.66M
ILMN icon
3
Illumina
ILMN
$15.8B
$13.3M 9.04%
+28,000
New +$13.3M
PLTR icon
4
Palantir
PLTR
$372B
$11.5M 7.86%
437,000
+62,000
+17% +$1.63M
VRNS icon
5
Varonis Systems
VRNS
$6.61B
$11.5M 7.82%
199,000
+66,500
+50% +$3.83M
TWLO icon
6
Twilio
TWLO
$16.2B
$10.6M 7.26%
27,000
+17,000
+170% +$6.7M
TXG icon
7
10x Genomics
TXG
$1.74B
$9.99M 6.81%
51,000
+3,000
+6% +$587K
TEAM icon
8
Atlassian
TEAM
$46.6B
$6.68M 4.55%
+26,000
New +$6.68M
NOW icon
9
ServiceNow
NOW
$190B
$6.6M 4.5%
+12,000
New +$6.6M
BL icon
10
BlackLine
BL
$3.36B
$6.34M 4.33%
+57,000
New +$6.34M
BIDU icon
11
Baidu
BIDU
$32.8B
$5.71M 3.89%
+28,000
New +$5.71M
CRNC icon
12
Cerence
CRNC
$456M
$5.23M 3.57%
49,000
-25,000
-34% -$2.67M
AMD icon
13
Advanced Micro Devices
AMD
$264B
– –
-90,000
Closed -$7.07M
EGHT icon
14
8x8 Inc
EGHT
$270M
– –
-75,000
Closed -$2.43M
ESTC icon
15
Elastic
ESTC
$9.04B
– –
-30,000
Closed -$3.34M
XYZ
16
Block, Inc.
XYZ
$48.5B
– –
-12,000
Closed -$2.73M
AYX
17
DELISTED
Alteryx, Inc.
AYX
– –
0
– –