Institutions / Andar Capital Management HK Ltd

Andar Capital Management HK Ltd

CIK 1805591 · Institution · as of Jun 30, 2026
Portfolio value
$222.79M
Positions
13
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$222.79M+140.1%
$222.79M$157.78M$92.77MQ4 '25Q2 '26

Positions

13-13.3%
151413Q4 '25Q2 '26

Top holdings

Jun 30, 2026
CompanyClassValueShares% of portfolio
Vicor Corp—$38.40M101,10017.2%
Micron Technology Inc—$34.28M29,70015.4%
Tower Semiconductor Ltd—$28.15M108,00012.6%
Semtech Corp—$26.22M162,00011.8%
Onto Innovation Inc.—$26.11M69,00011.7%
Teradyne, Inc—$18.29M37,8008.2%
Roundhill ETF Trust—$17.28M234,0007.8%
Diodes Inc /Del—$8.76M80,0003.9%
Vishay Intertechnology Inc—$8.60M160,0003.9%
Vishay Precision Group, Inc.—$6.75M45,0003.0%
Knowles Corp—$4.85M117,0002.2%
FormFactor Inc—$4.32M27,0001.9%
Atomera Inc—$783.9K90,0000.4%

Activity

Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
NewMicron Technology Inc
Common stock
$34.28M+30K
29,700
15.39% of portfolio
medium
Q2 2026
as of
AddVicor Corp
Common stock
$26.24M+69K
+215.94%
101,100
17.23% of portfolio
medium
Q2 2026
as of
New77926X320
Common stock
$17.28M+234K
234,000
7.76% of portfolio
medium
Q2 2026
as of
ExitCredo Technology Group Holding Ltd
Common stock
$-14.39M-100K
-100.00%
0
medium
Q2 2026
as of
ExitAdvanced Micro Devices Inc
Common stock
$-10.63M-50K
-100.00%
0
medium
Q2 2026
as of
NewDiodes Inc /Del
Common stock
$8.76M+80K
80,000
3.93% of portfolio
medium
Q2 2026
as of
NewVishay Intertechnology Inc
Common stock
$8.60M+160K
160,000
3.86% of portfolio
medium
Q2 2026
as of
NewVishay Precision Group, Inc.
Common stock
$6.75M+45K
45,000
3.03% of portfolio
medium
Q2 2026
as of
TrimOnto Innovation Inc.
Common stock
$-6.68M-18K
-20.36%
69,000
11.72% of portfolio
medium
Q2 2026
as of
NewKnowles Corp
Common stock
$4.85M+117K
117,000
2.18% of portfolio
low