Andar Capital Management HK
Latest statistics and disclosures from Andar Capital Management HK's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSEM, ONTO, SMTC, AAOI, TER, and represent 65.15% of Andar Capital Management HK's stock portfolio.
- Added to shares of these 10 stocks: AAOI (+$11M), TSEM (+$7.0M), LASR (+$5.1M), FN, SNDK, VICR, MU, SITM, SMTC, TER.
- Started 5 new stock positions in LASR, SNDK, MU, SITM, AAOI.
- Reduced shares in these 10 stocks: CRDO (-$14M), AMD (-$5.6M), AEIS, AMKR, MNDY, ONTO, BWXT, , VRT, LITE.
- Sold out of its positions in AEIS, AMKR, BWXT, NOW, VRT, CRDO, MNDY.
- Andar Capital Management HK was a net buyer of stock by $5.1M.
- Andar Capital Management HK has $117M in assets under management (AUM), dropping by 26.05%.
- Central Index Key (CIK): 0001805591
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Portfolio Holdings for Andar Capital Management HK
Andar Capital Management HK holds 13 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Tower Semiconductor Shs New (TSEM) | 19.5 | $23M | +44% | 130k | 175.48 |
|
| Onto Innovation (ONTO) | 13.7 | $16M | -9% | 78k | 205.07 |
|
| Semtech Corporation (SMTC) | 12.9 | $15M | +3% | 196k | 76.89 |
|
| Applied Optoelectronics (AAOI) | 9.7 | $11M | NEW | 134k | 84.59 |
|
| Teradyne (TER) | 9.4 | $11M | +2% | 37k | 296.46 |
|
| Vicor Corporation (VICR) | 7.6 | $8.9M | +71% | 55k | 161.00 |
|
| Fabrinet SHS (FN) | 6.7 | $7.8M | +137% | 15k | 521.52 |
|
| Lumentum Hldgs (LITE) | 6.6 | $7.7M | -6% | 11k | 702.76 |
|
| Nlight (LASR) | 4.4 | $5.1M | NEW | 90k | 57.02 |
|
| Advanced Micro Devices (AMD) | 3.8 | $4.5M | -55% | 22k | 203.43 |
|
| Sandisk Corp (SNDK) | 3.7 | $4.3M | NEW | 6.8k | 635.34 |
|
| Micron Technology (MU) | 1.2 | $1.4M | NEW | 4.0k | 337.84 |
|
| Sitime Corp (SITM) | 0.9 | $1.1M | NEW | 3.1k | 345.35 |
|
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 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
- Andar Capital Management HK 2022 Q3 filed Nov. 14, 2022
- Andar Capital Management HK 2022 Q2 filed Aug. 12, 2022