Andar Capital Management HK Ltd
13F Reported Value
ⓘ$116.9M
Holdings
13
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Andar Capital Management HK Ltd disclosed 13 positions worth $116.9M in its Form 13F-HR for Q1 2026, led by $TSEM (TOWER SEMICONDUCTOR LTD) at 19.5% of the equity portfolio, followed by $ONTO and $SMTC. During the quarter the fund opened 5 new positions and exited 7 — including a new stake in $AAOI and a full exit from $CRDO. The portfolio is most concentrated in Technology (100.0% of disclosed assets). All figures are sourced directly from Andar Capital Management HK Ltd’s Form 13F-HR filing with the SEC under CIK 1805591.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$22.8M130,000 sh - 66.5#523
Quality
$16.0M78,000 sh - 54.5#1,217
Quality
$15.1M196,000 sh - 40.6
Quality
$11.3M134,000 sh - 74.6
Quality
$11.0M37,000 sh - 63.6
Quality
$8.9M55,000 sh - 72.4
Quality
$7.8M15,000 sh - 63.4
Quality
$7.7M11,000 sh - 41.3
Quality
$5.1M90,000 sh - 78.8
Quality
$4.5M22,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 TOWER SEMICONDUCTOR LTD$TSEM | — | $22.8M | 130,000 |
 ONTO INNOVATION INC.$ONTO | 66.5#523 | $16.0M | 78,000 |
 SEMTECH CORP$SMTC | 54.5#1,217 | $15.1M | 196,000 |
 APPLIED OPTOELECTRONICS, INC.$AAOI | 40.6 | $11.3M | 134,000 |
 TERADYNE, INC$TER | 74.6 | $11.0M | 37,000 |
 VICOR CORP$VICR | 63.6 | $8.9M | 55,000 |
 Fabrinet$FN | 72.4 | $7.8M | 15,000 |
 Lumentum Holdings Inc.$LITE | 63.4 | $7.7M | 11,000 |
 NLIGHT, INC.$LASR | 41.3 | $5.1M | 90,000 |
 ADVANCED MICRO DEVICES INC$AMD | 78.8 | $4.5M | 22,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Andar Capital Management HK Ltd's 13 positions.
Showing top 10 of 13 holdings.
Sector Allocation
Technology
$116.9M
Full Holdings — Andar Capital Management HK Ltd (Q1 2026)
All 13 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $TSEM | TOWER SEMICONDUCTOR LTD | $22.8M | 19.5% | +44% | — |
| 2 | $ONTO | ONTO INNOVATION INC. | $16.0M | 13.7% | -10% | 66.5 |
| 3 | $SMTC | SEMTECH CORP | $15.1M | 12.9% | +3% | 54.5 |
| 4 | $AAOI | APPLIED OPTOELECTRONICS, INC. | $11.3M | 9.7% | NEW | 40.6 |
| 5 | $TER | TERADYNE, INC | $11.0M | 9.4% | +2% | 74.6 |
| 6 | $VICR | VICOR CORP | $8.9M | 7.6% | +72% | 63.6 |
| 7 | $FN | Fabrinet | $7.8M | 6.7% | +137% | 72.4 |
| 8 | $LITE | Lumentum Holdings Inc. | $7.7M | 6.6% | -6% | 63.4 |
| 9 | $LASR | NLIGHT, INC. | $5.1M | 4.4% | NEW | 41.3 |
| 10 | $AMD | ADVANCED MICRO DEVICES INC | $4.5M | 3.8% | -56% | 78.8 |
| 11 |  $SNDK | Sandisk Corp | $4.3M | 3.7% | NEW | 88.8 |
| 12 |  $MU | MICRON TECHNOLOGY INC | $1.4M | 1.2% | NEW | 88.4 |
| 13 |  $SITM | SITIME Corp | $1.1M | 0.9% | NEW | 44.6 |
New Positions (5)
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