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
$70.9M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
24
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$4.6M
3
+$3.86M
4
SMAR
Smartsheet Inc.
SMAR
+$3.83M
5
OKTA icon
Okta
OKTA
+$3.53M

Top Sells

1
+$3.91M
2
+$3.43M
3
+$3.06M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.79M
5
MDB icon
MongoDB
MDB
+$1.23M

Sector Composition

1 Technology 89.17%
2 Communication Services 6.49%
3 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.77M 10.96%
19,000
-3,000
2
$7.37M 10.4%
50,000
+20,000
3
$6.44M 9.08%
110,000
+66,000
4
$5.85M 8.25%
+53,900
5
$5.65M 7.97%
96,000
6
$4.6M 6.49%
+13,000
7
$3.83M 5.4%
+80,000
8
$3.53M 4.98%
+39,001
9
$3.35M 4.73%
+82,000
10
$3.07M 4.33%
+130,000
11
$3.01M 4.24%
8,000
-1,600
12
$3M 4.24%
+16,000
13
$2.43M 3.43%
+32,000
14
$2.27M 3.2%
+3,000
15
$2.11M 2.97%
+20,000
16
$2.07M 2.92%
+10,000
17
$1.68M 2.37%
+25,000
18
$1.64M 2.31%
70,000
-45,000
19
$1.22M 1.72%
+54,000
20
– –
-6,000
21
– –
-7,000
22
– –
-5,000
23
– –
-203,400