Andar Capital Management HK
Latest statistics and disclosures from Andar Capital Management HK's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VICR, MU, TSEM, SMTC, ONTO, and represent 68.75% of Andar Capital Management HK's stock portfolio.
- Added to shares of these 10 stocks: MU (+$30M), VICR (+$18M), Roundhill Memory Etf (+$17M), DIOD (+$8.8M), VSH (+$8.6M), VPG (+$6.7M), KN, FORM, ATOM, TER.
- Started 7 new stock positions in Roundhill Memory Etf, ATOM, VPG, KN, FORM, VSH, DIOD.
- Reduced shares in these 10 stocks: AAOI (-$11M), , LITE (-$7.7M), TSEM (-$5.7M), SMTC (-$5.5M), LASR (-$5.1M), AMD, SNDK, ONTO, SITM.
- Sold out of its positions in AMD, AAOI, LITE, LASR, SNDK, SITM, FN.
- Andar Capital Management HK was a net buyer of stock by $42M.
- Andar Capital Management HK has $223M in assets under management (AUM), dropping by 90.52%.
- Central Index Key (CIK): 0001805591
Tip: Access up to 7 years of quarterly data
Positions held by Andar Capital Management HK consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Andar Capital Management HK
Andar Capital Management HK holds 13 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vicor Corporation (VICR) | 17.2 | $38M | +83% | 101k | 379.78 |
|
| Micron Technology (MU) | 15.4 | $34M | +642% | 30k | 1154.29 |
|
| Tower Semiconductor Shs New (TSEM) | 12.6 | $28M | -16% | 108k | 260.64 |
|
| Semtech Corporation (SMTC) | 11.8 | $26M | -17% | 162k | 161.85 |
|
| Onto Innovation (ONTO) | 11.7 | $26M | -11% | 69k | 378.45 |
|
| Teradyne (TER) | 8.2 | $18M | +2% | 38k | 483.84 |
|
| Roundhill Etf Trust Memory Etf | 7.8 | $17M | NEW | 234k | 73.85 |
|
| Diodes Incorporated (DIOD) | 3.9 | $8.8M | NEW | 80k | 109.44 |
|
| Vishay Intertechnology (VSH) | 3.9 | $8.6M | NEW | 160k | 53.78 |
|
| Vishay Precision (VPG) | 3.0 | $6.7M | NEW | 45k | 149.91 |
|
| Knowles (KN) | 2.2 | $4.9M | NEW | 117k | 41.48 |
|
| FormFactor (FORM) | 1.9 | $4.3M | NEW | 27k | 159.93 |
|
| Atomera (ATOM) | 0.4 | $784k | NEW | 90k | 8.71 |
|
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 2026 Q2 restated filed Aug. 7, 2026
- Andar Capital Management HK 2026 Q2 filed Aug. 6, 2026
- Andar Capital Management HK 2026 Q1 filed May 8, 2026
- 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