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
$62.3M
AUM Growth
-$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1 +$9.28M
2 +$8.04M
3 +$7.87M
4
MU icon
Micron Technology
MU
+$3.74M
5
ADBE icon
Adobe
ADBE
+$3.65M

Top Sells

1 +$13.5M
2 +$9.72M
3 +$8.19M
4
WDAY icon
Workday
WDAY
+$6.97M
5
BL icon
BlackLine
BL
+$6.52M

Sector Composition

1 Technology 100%
2 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$13.8M 22.09%
31,000
+5,500
2
$12.2M 19.67%
112,000
+72,000
3
$11.6M 18.58%
51,000
+4,500
4
$9.28M 14.9%
+340,000
5
$8.04M 12.91%
+68,000
6
$3.74M 6.01%
+48,000
7
$3.65M 5.85%
+8,000
8
-8,000
9
-63,000
10
-66,000
11
-8,000
12
-13,878
13
-95,000
14
-25,500
15
-55,000
16
-25,500
17
0