Andar Capital Management HK
Latest statistics and disclosures from Andar Capital Management HK's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CRDO, ONTO, TER, AMD, IBIT, and represent 55.91% of Andar Capital Management HK's stock portfolio.
- Added to shares of these 10 stocks: ONTO (+$14M), FN, TSEM, SNPS, ON, TER, AMZN, SMR, FLNC, IBIT.
- Started 10 new stock positions in SMR, GRAB, ONTO, FLNC, WOLF, SNPS, ON, FN, AMZN, TSEM.
- Reduced shares in these 10 stocks: CRDO (-$9.9M), AMD (-$7.0M), , SMTC, MNDY, MSTR, TSM, CLS, CIEN, RBRK.
- Sold out of its positions in CIEN, MSTR, OKTA, RBRK, NOW, TSM, TSLA, MNDY, NBIS.
- Andar Capital Management HK was a net seller of stock by $-9.5M.
- Andar Capital Management HK has $99M in assets under management (AUM), dropping by 15.56%.
- Central Index Key (CIK): 0001805591
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Portfolio Holdings for Andar Capital Management HK
Andar Capital Management HK holds 20 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 15.0 | $15M | -40% | 102k | 145.61 |
|
| Onto Innovation (ONTO) | 14.4 | $14M | NEW | 110k | 129.22 |
|
| Teradyne (TER) | 10.6 | $11M | +26% | 76k | 137.64 |
|
| Advanced Micro Devices (AMD) | 8.2 | $8.1M | -46% | 50k | 161.79 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 7.8 | $7.7M | +31% | 118k | 65.00 |
|
| Semtech Corporation (SMTC) | 7.2 | $7.1M | -37% | 100k | 71.45 |
|
| Arista Networks Com Shs (ANET) | 7.1 | $7.0M | +20% | 48k | 145.71 |
|
| Fabrinet SHS (FN) | 3.1 | $3.1M | NEW | 8.4k | 364.62 |
|
| Tower Semiconductor Shs New (TSEM) | 3.1 | $3.0M | NEW | 42k | 72.30 |
|
| Synopsys (SNPS) | 3.0 | $3.0M | NEW | 6.0k | 493.39 |
|
| Coherent Corp (COHR) | 2.8 | $2.8M | -40% | 26k | 107.72 |
|
| Redwire Corporation (RDW) | 2.7 | $2.7M | +76% | 300k | 8.99 |
|
| ON Semiconductor (ON) | 2.5 | $2.5M | NEW | 50k | 49.31 |
|
| Celestica (CLS) | 2.5 | $2.5M | -52% | 10k | 246.38 |
|
| Amazon (AMZN) | 2.2 | $2.2M | NEW | 10k | 219.57 |
|
| Fluence Energy Com Cl A (FLNC) | 2.2 | $2.2M | NEW | 200k | 10.80 |
|
| Nuscale Pwr Corp Cl A Com (SMR) | 2.2 | $2.2M | NEW | 60k | 36.00 |
|
| Astera Labs (ALAB) | 2.0 | $2.0M | -23% | 10k | 195.80 |
|
| Grab Holdings Class A Ord (GRAB) | 1.5 | $1.4M | NEW | 240k | 6.02 |
|
| Wolfspeed Common Stock (WOLF) | 0.0 | $48k | NEW | 1.7k | 28.60 |
|
Past Filings by Andar Capital Management HK
SEC 13F filings are viewable for Andar Capital Management HK going back to 2020
- Andar Capital Management HK 2025 Q3 filed Nov. 7, 2025
- Andar Capital Management HK 2025 Q2 filed Aug. 8, 2025
- Andar Capital Management HK 2025 Q1 filed May 9, 2025
- Andar Capital Management HK 2024 Q4 filed Feb. 11, 2025
- Andar Capital Management HK 2024 Q3 filed Nov. 8, 2024
- Andar Capital Management HK 2024 Q2 filed Aug. 12, 2024
- Andar Capital Management HK 2024 Q1 filed May 13, 2024
- Andar Capital Management HK 2023 Q4 filed Feb. 6, 2024
- Andar Capital Management HK 2023 Q3 filed Nov. 9, 2023
- Andar Capital Management HK 2023 Q2 filed Aug. 14, 2023
- Andar Capital Management HK 2023 Q1 filed May 5, 2023
- Andar Capital Management HK 2022 Q4 filed Jan. 27, 2023
- Andar Capital Management HK 2022 Q3 filed Nov. 14, 2022
- Andar Capital Management HK 2022 Q2 filed Aug. 12, 2022
- Andar Capital Management HK 2022 Q1 filed May 12, 2022
- Andar Capital Management HK 2021 Q4 filed Feb. 14, 2022