Andar Capital Management HK Ltd
data from 30/09/2025
Capitalization
$ 98.879 M
15.56 %
Performance
$ 46.131 M
78.47 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | 15.02% | 14.852 M $ | 102000 | 2024/06/30 | 9.013 M $ | 57.26 % |
| 2025/09/30 | ONTO | ONTO INNOVATION INC | 14.38% | 14.214 M $ | 110000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | TER | TERADYNE INC | 10.58% | 10.461 M $ | 76000 | 2023/12/31 | 2.863 M $ | 53.07 % |
| 2025/09/30 | AMD | ADVANCED MICRO DEVICES INC | 8.18% | 8.090 M $ | 50000 | 2021/12/31 | 1.850 M $ | 14.02 % |
| 2025/09/30 | IBIT | ISHARES BITCOIN TRUST ETF | 7.76% | 7.670 M $ | 118000 | 2024/12/31 | 341.099 K $ | 6.19 % |
| 2025/09/30 | SMTC | SEMTECH CORP | 7.23% | 7.145 M $ | 100000 | 2025/06/30 | 4.210 M $ | 58.29 % |
| 2025/09/30 | ANET | ARISTA NETWORKS INC | 7.07% | 6.994 M $ | 48000 | 2024/12/31 | 1.736 M $ | 42.42 % |
| 2025/09/30 | FN | FABRINET | 3.10% | 3.063 M $ | 8400 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | TSEM | TOWER SEMICONDUCTOR LTD | 3.07% | 3.037 M $ | 42000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SNPS | SYNOPSYS INC | 2.99% | 2.960 M $ | 6000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | COHR | COHERENT CORP | 2.83% | 2.801 M $ | 26000 | 2025/06/30 | 814.440 K $ | 20.75 % |
| 2025/09/30 | RDW | REDWIRE CORPORATION | 2.73% | 2.697 M $ | 300000 | 2024/12/31 | -1.243 M $ | -44.85 % |
| 2025/09/30 | ON | ON SEMICONDUCTOR CORP | 2.49% | 2.466 M $ | 50000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | CLS | CELESTICA INC | 2.49% | 2.464 M $ | 10000 | 2025/03/31 | 1.896 M $ | 57.82 % |
| 2025/09/30 | AMZN | AMAZON COM INC | 2.22% | 2.196 M $ | 10000 | 2024/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SMR | NUSCALE PWR CORP | 2.18% | 2.160 M $ | 60000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | FLNC | FLUENCE ENERGY INC | 2.18% | 2.160 M $ | 200000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | ALAB | ASTERA LABS INC | 1.98% | 1.958 M $ | 10000 | 2025/06/30 | 1.370 M $ | 116.55 % |
| 2025/09/30 | GRAB | GRAB HOLDINGS LIMITED | 1.46% | 1.445 M $ | 240000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | WOLF | WOLFSPEED INC | 0.05% | 47.762 K $ | 1670 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | RBRK | RUBRIK INC. | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | TSLA | TESLA INC | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | MNDY | MONDAY COM LTD | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | CIEN | CIENA CORP | 0.00% | 0.000 $ | 0 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | MSTR | MICROSTRATEGY INC | 0.00% | 0.000 $ | 0 | 2024/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.00% | 0.000 $ | 0 | 2024/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | OKTA | OKTA INC | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | NEBIUS GROUP N.V. | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % | |
| 2025/09/30 | NOW | SERVICENOW INC | 0.00% | 0.000 $ | 0 | 2025/03/31 | 0.000 $ | 0.00 % |