Andar Capital Management Hk Ltd
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$116.9M
Q ending 2026-03-31
Prior quarter
$92.8M
Q ending 2025-12-31
Change
+26.0% QoQ · +125.4% YoY
Positions
13
reported holdings
Largest positions
All 13 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Tower Semiconductor Ltd | Shares | $22.8M | 130K | |
| Onto Innovation Inc | ONTO | Shares | $16.0M | 78K |
| Semtech Corp | SMTC | Shares | $15.1M | 196K |
| Applied Optoelectronics Inc | AAOI | Shares | $11.3M | 134K |
| Teradyne Inc | TER | Shares | $11.0M | 37K |
| Vicor Corp | VICR | Shares | $8.9M | 55K |
| Fabrinet | Shares | $7.8M | 15K | |
| Lumentum Hldgs Inc | LITE | Shares | $7.7M | 11K |
| Nlight Inc | LASR | Shares | $5.1M | 90K |
| Advanced Micro Devices Inc | AMD | Shares | $4.5M | 22K |
| Sandisk Corp | SNDK | Shares | $4.3M | 7K |
| Micron Technology Inc | MU | Shares | $1.4M | 4K |
| Sitime Corp | SITM | Shares | $1.1M | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.