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, SMTC, ONTO, AMD, TSEM, and represent 68.19% of Andar Capital Management HK's stock portfolio.
- Added to shares of these 10 stocks: SMTC (+$6.6M), TSEM (+$5.7M), LITE, AEIS, VICR, AMKR, MNDY, BWXT, NOW, VRT.
- Started 8 new stock positions in MNDY, VRT, LITE, AMKR, BWXT, AEIS, NOW, VICR.
- Reduced shares in these 10 stocks: TER (-$7.7M), IBIT (-$7.7M), ANET (-$7.0M), ONTO, SNPS, COHR, RDW, ON, CLS, AMZN.
- Sold out of its positions in AMZN, ANET, ALAB, CLS, COHR, FLNC, IBIT, SMR, ON, RDW. SNPS, WOLF, GRAB.
- Andar Capital Management HK was a net seller of stock by $-19M.
- Andar Capital Management HK has $93M in assets under management (AUM), dropping by -6.18%.
- Central Index Key (CIK): 0001805591
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Portfolio Holdings for Andar Capital Management HK
Andar Capital Management HK holds 15 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 15.5 | $14M | 100k | 143.89 |
|
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| Semtech Corporation (SMTC) | 15.1 | $14M | +89% | 190k | 73.69 |
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| Onto Innovation (ONTO) | 14.7 | $14M | -21% | 87k | 157.86 |
|
| Advanced Micro Devices (AMD) | 11.5 | $11M | 50k | 214.16 |
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| Tower Semiconductor Shs New (TSEM) | 11.4 | $11M | +114% | 90k | 117.42 |
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| Teradyne (TER) | 7.5 | $7.0M | -52% | 36k | 193.56 |
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| Lumentum Hldgs (LITE) | 4.7 | $4.3M | NEW | 12k | 368.59 |
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| Advanced Energy Industries (AEIS) | 4.3 | $4.0M | NEW | 19k | 209.37 |
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| Vicor Corporation (VICR) | 3.8 | $3.5M | NEW | 32k | 109.60 |
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| Fabrinet SHS (FN) | 3.1 | $2.9M | -24% | 6.3k | 455.28 |
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| Amkor Technology (AMKR) | 3.0 | $2.8M | NEW | 70k | 39.48 |
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| Monday SHS (MNDY) | 2.4 | $2.3M | NEW | 15k | 147.56 |
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| Bwx Technologies (BWXT) | 1.3 | $1.2M | NEW | 7.2k | 172.84 |
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| Servicenow (NOW) | 0.9 | $830k | NEW | 5.4k | 153.19 |
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| Vertiv Holdings Com Cl A (VRT) | 0.8 | $729k | NEW | 4.5k | 162.01 |
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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 Q4 filed Feb. 10, 2026
- 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