Andar Capital Management HK as of Sept. 30, 2025
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 | 102k | 145.61 | |
| Onto Innovation (ONTO) | 14.4 | $14M | 110k | 129.22 | |
| Teradyne (TER) | 10.6 | $11M | 76k | 137.64 | |
| Advanced Micro Devices (AMD) | 8.2 | $8.1M | 50k | 161.79 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 7.8 | $7.7M | 118k | 65.00 | |
| Semtech Corporation (SMTC) | 7.2 | $7.1M | 100k | 71.45 | |
| Arista Networks Com Shs (ANET) | 7.1 | $7.0M | 48k | 145.71 | |
| Fabrinet SHS (FN) | 3.1 | $3.1M | 8.4k | 364.62 | |
| Tower Semiconductor Shs New (TSEM) | 3.1 | $3.0M | 42k | 72.30 | |
| Synopsys (SNPS) | 3.0 | $3.0M | 6.0k | 493.39 | |
| Coherent Corp (COHR) | 2.8 | $2.8M | 26k | 107.72 | |
| Redwire Corporation (RDW) | 2.7 | $2.7M | 300k | 8.99 | |
| ON Semiconductor (ON) | 2.5 | $2.5M | 50k | 49.31 | |
| Celestica (CLS) | 2.5 | $2.5M | 10k | 246.38 | |
| Amazon (AMZN) | 2.2 | $2.2M | 10k | 219.57 | |
| Fluence Energy Com Cl A (FLNC) | 2.2 | $2.2M | 200k | 10.80 | |
| Nuscale Pwr Corp Cl A Com (SMR) | 2.2 | $2.2M | 60k | 36.00 | |
| Astera Labs (ALAB) | 2.0 | $2.0M | 10k | 195.80 | |
| Grab Holdings Class A Ord (GRAB) | 1.5 | $1.4M | 240k | 6.02 | |
| Wolfspeed Common Stock (WOLF) | 0.0 | $48k | 1.7k | 28.60 |
