13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001805591
Total reported value
$1.3B
$1.3B
19 檔
3.8%
As reported in its official Q2 2025 Form 13F filing, Andar Capital Management HK Ltd's tracked investment portfolio stood at $1.3B with 19 total positions.
During Q2 2025, Andar Capital Management HK Ltd's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 18.40% | — | -2.30% | |
| 2 | AMD | Advanced Micro Devices | Stock-Tech | 15.42% | -3.83% | EXIT | |
| 3 | SMTC | Semtech CORP | Stock-Tech | 8.44% | -0.04% | — | |
| 4 | NOW | Servicenow Inc | Stock-Tech | 7.21% | — | — | |
| 5 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 6.44% | — | +14.94% | |
| 6 | TER | Teradyne Inc | Stock-Tech | 6.31% | -6.38% | — | |
| 7 | ANET | Arista Networks Inc | Stock-Tech | 4.78% | — | -29.82% | |
| 8 | COHR | Coherent CORP | Stock-Tech | 4.59% | — | — | |
| 9 | CLS | Celestica Inc | Stock-Tech | 3.83% | — | -41.67% | |
| 10 | MNDY | monday.com Ltd. | Stock-Tech | 3.31% | — | -47.06% | |
| 11 | MSTR | Strategy Inc | Stock-Tech | 3.31% | — | -35.19% | |
| 12 | RDW | Redwire CORP | Stock-Other | 3.24% | — | — | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.18% | — | -20.00% | |
| 14 | CIEN | Ciena CORP | Stock-Tech | 2.85% | — | -37.09% | |
| 15 | RBRK | Rubrik Inc-a | Stock-Tech | 2.30% | — | — | |
| 16 | OKTA | Okta Inc | Stock-Tech | 1.99% | — | — | |
| 17 | NBIS | Nebius Group N.V. | Stock-Other | 1.55% | — | — | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.49% | — | — | |
| 19 | ALAB | Astera Labs Inc | Stock-Tech | 1.37% | — | — |
According to official SEC Form 13F filings, Andar Capital Management HK Ltd reported a total U.S. public equity portfolio value of $1.3B across 19 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CRDO, AMD, SMTC) accounted for 3.8% of total reported equity market value during Q2 2025.
During Q2 2025, Andar Capital Management HK Ltd's top holdings by market value included CRDO (18.4%)、AMD (15.4%)、SMTC (8.4%). The largest single position, CRDO, represented 18.4% of total portfolio value.
In Q2 2025, Andar Capital Management HK Ltd made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.