Andar Capital Management HK as of Dec. 31, 2025
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 | |
| Semtech Corporation (SMTC) | 15.1 | $14M | 190k | 73.69 | |
| Onto Innovation (ONTO) | 14.7 | $14M | 87k | 157.86 | |
| Advanced Micro Devices (AMD) | 11.5 | $11M | 50k | 214.16 | |
| Tower Semiconductor Shs New (TSEM) | 11.4 | $11M | 90k | 117.42 | |
| Teradyne (TER) | 7.5 | $7.0M | 36k | 193.56 | |
| Lumentum Hldgs (LITE) | 4.7 | $4.3M | 12k | 368.59 | |
| Advanced Energy Industries (AEIS) | 4.3 | $4.0M | 19k | 209.37 | |
| Vicor Corporation (VICR) | 3.8 | $3.5M | 32k | 109.60 | |
| Fabrinet SHS (FN) | 3.1 | $2.9M | 6.3k | 455.28 | |
| Amkor Technology (AMKR) | 3.0 | $2.8M | 70k | 39.48 | |
| Monday SHS (MNDY) | 2.4 | $2.3M | 15k | 147.56 | |
| Bwx Technologies (BWXT) | 1.3 | $1.2M | 7.2k | 172.84 | |
| Servicenow (NOW) | 0.9 | $830k | 5.4k | 153.19 | |
| Vertiv Holdings Com Cl A (VRT) | 0.8 | $729k | 4.5k | 162.01 |
