A
Andar Capital Management HK Ltd
Andar Capital Management HK Ltd is an institution, managing $98.9M across 20 long positions as of Q3 2025 with 83% Technology concentration, 79% concentrated in top 10 holdings, 15% allocation to CRDO, and 83% technology allocation.
- Portfolio Value
- $98.9M
- Positions
- 20
- Top Holding
- CRDO at 15.02%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Andar Capital Management HK Ltd's portfolio (79.4% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Communication Equipment Technology | $14.9M | 15.02% | -$9.9M Sold | 0.06% 102.0K shares | |
Semiconductors Technology | $14.2M | 14.38% | +$14.2M New | 0.22% 110.0K shares | |
Semiconductors Technology | $10.5M | 10.58% | +$2.2M Bought | 0.05% 76.0K shares | |
Semiconductors Technology | $8.1M | 8.18% | -$7.0M Sold | 0.00% 50.0K shares | |
ETF ETF | $7.7M | 7.76% | +$1.8M Bought | — 118.0K shares | |
Semiconductors Technology | $7.1M | 7.23% | -$4.3M Sold | 0.12% 100.0K shares | |
Computer Hardware Technology | $7.0M | 7.07% | +$1.2M Bought | 0.00% 48.0K shares | |
Hardware, Equipment & Parts Technology | $3.1M | 3.10% | +$3.1M New | 0.02% 8.4K shares | |
Semiconductors Technology | $3.0M | 3.07% | +$3.0M New | 0.04% 42.0K shares | |
Software - Infrastructure Technology | $3.0M | 2.99% | +$3.0M New | 0.00% 6.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Andar Capital Management HK Ltd's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Andar Capital Management HK Ltd
GthenA