Andar Capital Management HK LTD
Andar Capital Management HK Ltd is a private investment management firm headquartered in Hong Kong, established in June 2018. It operates as a hedge fund registered as a private company limited by shares. The firm manages discretionary assets and primarily serves institutional clients and high-net-worth individuals, focusing on publicly traded securities with a sector and industry-specific approach based on fundamental analysis. The employee count and specific address are not publicly listed.
Investment Strategy
Andar Capital Management HK Ltd employs a fundamentally-driven, sector-agnostic investment strategy in global equities, frequently focusing on technology, semiconductors, and software sectors. Portfolio allocations are concentrated in high-conviction positions, with an emphasis on growth and innovation. The firm actively manages positions to capitalize on market trends and emerging sector opportunities, as evidenced by substantial turnover and dynamic rebalancing within their disclosed holdings.
Top Holdings
Equity Positions (18)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CRDO | CREDO TECHNOLOGY GROUP HOLDI | 18.40% | $15.7M | 170,000 | $32.01 | $92.59 | +$8.8M |
A AMD | ADVANCED MICRO DEVICES INC | 15.42% | $13.2M | 93,000 | $142.64 | $141.90 | +$8.1M |
S SMTC | SEMTECH CORP | 8.44% | $7.2M | 160,000 | $45.14 | $45.14 | +$7.2M |
N NOW | SERVICENOW INC | 7.21% | $6.2M | 6,000 | $796.14 | $1028.08 | +$1.4M |
I IBIT | ISHARES BITCOIN TRUST ETF | 6.44% | $5.5M | 90,000 | $54.11 | $61.21 | +$1.8M |