Andar Capital Management HK Ltd 13F Holdings · Q2 2026
Andar Capital Management HK Ltd reported 13 securities worth $222.79M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VICR (17.23%), MU (15.39%), TSEM (12.63%). Among its top 25 positions this quarter: 7 new, 3 added, 3 trimmed, 7 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VICR | VICOR CORP | $38.4M | 17.23% | 101,100 | Added |
| 2 | MU | MICRON TECHNOLOGY INC | $34.3M | 15.39% | 29,700 | Added |
| 3 | TSEM | TOWER SEMICONDUCTOR LTD | $28.1M | 12.63% | 108,000 | Trimmed |
| 4 | SMTC | SEMTECH CORP | $26.2M | 11.77% | 162,000 | Trimmed |
| 5 | ONTO | ONTO INNOVATION INC | $26.1M | 11.72% | 69,000 | Trimmed |
| 6 | TER | TERADYNE INC | $18.3M | 8.21% | 37,800 | Added |
| 7 | DRAM | ROUNDHILL ETF TRUST | $17.3M | 7.76% | 234,000 | New |
| 8 | DIOD | DIODES INC | $8.8M | 3.93% | 80,000 | New |
| 9 | VSH | VISHAY INTERTECHNOLOGY INC | $8.6M | 3.86% | 160,000 | New |
| 10 | VPG | VISHAY PRECISION GROUP INC | $6.7M | 3.03% | 45,000 | New |
| 11 | KN | KNOWLES CORP | $4.9M | 2.18% | 117,000 | New |
| 12 | FORM | FORMFACTOR INC | $4.3M | 1.94% | 27,000 | New |
| 13 | ATOM | ATOMERA INC | $783,900 | 0.35% | 90,000 | New |
| 14 | AAOI | APPLIED OPTOELECTRONICS INC | $0 | 0.00% | 0 | Exited |
| 15 | AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | Exited |
| 16 | FN | FABRINET | $0 | 0.00% | 0 | Exited |
| 17 | LASR | NLIGHT INC | $0 | 0.00% | 0 | Exited |
| 18 | LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | Exited |
| 19 | SITM | SITIME CORP | $0 | 0.00% | 0 | Exited |
| 20 | SNDK | SANDISK CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR