Top 10 Stock Picks of Wen Han Li's Andar Capital
In this article, we discuss the top 10 stock picks of Wen Han Li's Andar Capital.
Andar Capital Management Hk Ltd, managed by Wen Han Li, is an investment fund overseeing assets exceeding $37.9 billion. The firm is headquartered in Hong Kong. As of November 2023, Andar Capital Management Hk Ltd's leading holding comprises 22,000 shares of MongoDB, Inc. (NASDAQ:MDB), valued at over $7.61 billion, constituting 20.1% of the portfolio. Additionally, the fund holds 24,000 shares of Arista Networks Inc. (NYSE:ANET) valued at $4.41 billion. The third-largest holding is ServiceNow Inc. (NYSE:NOW) at $3.91 billion, followed by SentinelOne, Inc. (NYSE:S) at $3.43 billion, with ownership of 203,400 shares.
| Fund Name: | Andar Capital |
| Manager | Wen Han Li |
| Portfolio Value | $92,772,801 |
| Change This QTR | +0.94% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | CRDO | 100,000 | $14,389,000 | -2% | 15.51% | ||
| 2. | SMTC | 189,525 | $13,966,097 | +90% | 15.05% | ||
| 3. | ONTO | 86,640 | $13,676,990 | -22% | 14.74% | ||
| 4. | AMD | 49,638 | $10,630,474 | -1% | 11.46% | ||
| 5. | TSEM | 90,250 | $10,597,155 | +115% | 11.42% |