ACMH

Andar Capital Management (HK) Portfolio holdings

AUM $85.6M
This Quarter Return
-16.75%
1 Year Return
+44.61%
3 Year Return
+138.39%
5 Year Return
–
10 Year Return
–
AUM
$62.3M
AUM Growth
+$62.3M
Cap. Flow
-$29.7M
Cap. Flow %
-47.7%
Top 10 Hldgs %
100%
Holding
17
New
4
Increased
3
Reduced
–
Closed
9

Top Buys

1
NVDA icon
NVIDIA
NVDA
$9.28M
2
TER icon
Teradyne
TER
$8.04M
3
AMD icon
Advanced Micro Devices
AMD
$7.87M
4
MU icon
Micron Technology
MU
$3.74M
5
ADBE icon
Adobe
ADBE
$3.65M

Top Sells

1
CRWD icon
CrowdStrike
CRWD
$13.5M
2
TEAM icon
Atlassian
TEAM
$9.72M
3
TXG icon
10x Genomics
TXG
$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 Shares
Change % 		Capital Flow
MDB icon
1
MongoDB
MDB
$25.7B
$13.8M 22.09%
31,000
+5,500
+22% +$2.44M
AMD icon
2
Advanced Micro Devices
AMD
$264B
$12.2M 19.67%
112,000
+72,000
+180% +$7.87M
BILL icon
3
BILL Holdings
BILL
$4.72B
$11.6M 18.58%
51,000
+4,500
+10% +$1.02M
NVDA icon
4
NVIDIA
NVDA
$4.24T
$9.28M 14.9%
+34,000
New +$9.28M
TER icon
5
Teradyne
TER
$18.8B
$8.04M 12.91%
+68,000
New +$8.04M
MU icon
6
Micron Technology
MU
$133B
$3.74M 6.01%
+48,000
New +$3.74M
ADBE icon
7
Adobe
ADBE
$151B
$3.65M 5.85%
+8,000
New +$3.65M
ASML icon
8
ASML
ASML
$292B
– –
-8,000
Closed -$6.37M
BL icon
9
BlackLine
BL
$3.36B
– –
-63,000
Closed -$6.52M
CRWD icon
10
CrowdStrike
CRWD
$106B
– –
-66,000
Closed -$13.5M
HUBS icon
11
HubSpot
HUBS
$25.5B
– –
-8,000
Closed -$5.27M
ILMN icon
12
Illumina
ILMN
$15.8B
– –
-13,500
Closed -$5.14M
TDC icon
13
Teradata
TDC
$1.98B
– –
-95,000
Closed -$4.04M
TEAM icon
14
Atlassian
TEAM
$46.6B
– –
-25,500
Closed -$9.72M
TXG icon
15
10x Genomics
TXG
$1.74B
– –
-55,000
Closed -$8.19M
WDAY icon
16
Workday
WDAY
$61.6B
– –
-25,500
Closed -$6.97M
AYX
17
DELISTED
Alteryx, Inc.
AYX
– –
0
– –