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
$129M
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$6.7M
3
+$6.68M
4
NOW icon
ServiceNow
NOW
+$6.59M
5
BL icon
BlackLine
BL
+$6.34M

Top Sells

1
+$7.07M
2
+$3.34M
3
+$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 Change
in Stake 		Capital Flow
1
$23.2M 15.81%
464,000
-30,000
2
$18.1M 12.37%
99,000
+20,000
3
$13.3M 9.04%
+28,784
4
$11.5M 7.86%
437,000
+62,000
5
$11.5M 7.82%
199,000
+66,500
6
$10.6M 7.26%
27,000
+17,000
7
$9.99M 6.81%
51,000
+3,000
8
$6.68M 4.55%
+26,000
9
$6.59M 4.5%
+12,000
10
$6.34M 4.33%
+57,000
11
$5.71M 3.89%
+28,000
12
$5.23M 3.57%
49,000
-25,000
13
– –
-90,000
14
– –
-75,000
15
– –
-30,000
16
– –
-12,000
17
– –
0