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
$69.3M
AUM Growth
-$1.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$5.85M
3
+$4.42M
4
MRVL icon
Marvell Technology
MRVL
+$4.25M
5
NET icon
Cloudflare
NET
+$3.87M

Top Sells

1
+$6.44M
2
+$4.6M
3
+$3.83M
4
OKTA icon
Okta
OKTA
+$3.53M
5
U icon
Unity
U
+$3.35M

Sector Composition

1 Technology 100%
2 Communication Services 0%
3 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.8M 15.62%
60,000
+10,000
2
$8.28M 11.95%
23,100
+4,100
3
$7.52M 10.84%
103,680
+7,680
4
$6.5M 9.38%
+140,000
5
$5.85M 8.44%
+30,000
6
$5.64M 8.14%
50,000
-3,900
7
$4.59M 6.62%
75,000
+43,000
8
$4.42M 6.37%
+100,000
9
$4.25M 6.13%
+60,000
10
$3.87M 5.59%
+40,000
11
$3.53M 5.1%
+7,000
12
$3.05M 4.4%
+4,000
13
$989K 1.43%
+8,000
14
– –
-3,000
15
– –
-54,000
16
– –
-70,000
17
– –
-130,000
18
– –
-110,000
19
– –
-13,000
20
– –
-16,000
21
– –
-8,000
22
– –
-39,001
23
– –
-20,000
24
– –
-10,000
25
– –
-82,000
1
2