Andar Capital Management HK as of March 31, 2026
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 | 130k | 175.48 | |
| Onto Innovation (ONTO) | 13.7 | $16M | 78k | 205.07 | |
| Semtech Corporation (SMTC) | 12.9 | $15M | 196k | 76.89 | |
| Applied Optoelectronics (AAOI) | 9.7 | $11M | 134k | 84.59 | |
| Teradyne (TER) | 9.4 | $11M | 37k | 296.46 | |
| Vicor Corporation (VICR) | 7.6 | $8.9M | 55k | 161.00 | |
| Fabrinet SHS (FN) | 6.7 | $7.8M | 15k | 521.52 | |
| Lumentum Hldgs (LITE) | 6.6 | $7.7M | 11k | 702.76 | |
| Nlight (LASR) | 4.4 | $5.1M | 90k | 57.02 | |
| Advanced Micro Devices (AMD) | 3.8 | $4.5M | 22k | 203.43 | |
| Sandisk Corp (SNDK) | 3.7 | $4.3M | 6.8k | 635.34 | |
| Micron Technology (MU) | 1.2 | $1.4M | 4.0k | 337.84 | |
| Sitime Corp (SITM) | 0.9 | $1.1M | 3.1k | 345.35 |
