Andar Capital Management HK Ltd
13F Reported Value
ⓘ$222.8M
Holdings
13
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Andar Capital Management HK Ltd disclosed 13 positions worth $222.8M in its Form 13F-HR for Q2 2026, led by $VICR (VICOR CORP) at 17.2% of the equity portfolio, followed by $MU and $TSEM. During the quarter the fund opened 7 new positions and exited 7 and a full exit from $AAOI. The portfolio is most concentrated in Technology (92.2% 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 — Q2 2026
Click any card to unlockTop Holdings
- 58.1#1,047
Quality
$38.4M101,100 sh - 86.2#4
Quality
$34.3M29,700 sh - —
Quality
$28.1M108,000 sh - 55.9
Quality
$26.2M162,000 sh - 61.9
Quality
$26.1M69,000 sh - 77.3
Quality
$18.3M37,800 sh ROUNDHILL ETF TRUST - MEMORY ETF
—Quality
$17.3M234,000 sh- 52.1
Quality
$8.8M80,000 sh - 48.8
Quality
$8.6M160,000 sh - 30.4
Quality
$6.7M45,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 VICOR CORP$VICR | 58.1#1,047 | $38.4M | 101,100 |
 MICRON TECHNOLOGY INC$MU | 86.2#4 | $34.3M | 29,700 |
 TOWER SEMICONDUCTOR LTD$TSEM | — | $28.1M | 108,000 |
 SEMTECH CORP$SMTC | 55.9 | $26.2M | 162,000 |
 ONTO INNOVATION INC.$ONTO | 61.9 | $26.1M | 69,000 |
 TERADYNE, INC$TER | 77.3 | $18.3M | 37,800 |
| ROUNDHILL ETF TRUST - MEMORY ETF | — | $17.3M | 234,000 |
 DIODES INC /DEL/$DIOD | 52.1 | $8.8M | 80,000 |
 VISHAY INTERTECHNOLOGY INC$VSH | 48.8 | $8.6M | 160,000 |
 Vishay Precision Group, Inc.$VPG | 30.4 | $6.7M | 45,000 |
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
$205.5M
Other
$17.3M
Full Holdings — Andar Capital Management HK Ltd (Q2 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 | $VICR | VICOR CORP | $38.4M | 17.2% | +84% | 58.1 |
| 2 | $MU | MICRON TECHNOLOGY INC | $34.3M | 15.4% | +643% | 86.2 |
| 3 | $TSEM | TOWER SEMICONDUCTOR LTD | $28.1M | 12.6% | -17% | — |
| 4 | $SMTC | SEMTECH CORP | $26.2M | 11.8% | -17% | 55.9 |
| 5 | $ONTO | ONTO INNOVATION INC. | $26.1M | 11.7% | -12% | 61.9 |
| 6 | $TER | TERADYNE, INC | $18.3M | 8.2% | +2% | 77.3 |
| 7 | — | ROUNDHILL ETF TRUST - MEMORY ETF | $17.3M | 7.8% | NEW | — |
| 8 | $DIOD | DIODES INC /DEL/ | $8.8M | 3.9% | NEW | 52.1 |
| 9 | $VSH | VISHAY INTERTECHNOLOGY INC | $8.6M | 3.9% | NEW | 48.8 |
| 10 | $VPG | Vishay Precision Group, Inc. | $6.7M | 3.0% | NEW | 30.4 |
| 11 |  $KN | Knowles Corp | $4.9M | 2.2% | NEW | 47.5 |
| 12 |  $FORM | FORMFACTOR INC | $4.3M | 1.9% | NEW | 60 |
| 13 |  $ATOM | Atomera Inc | $783,900 | 0.3% | NEW | — |
New Positions (7)
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