Institutions / Andar Capital Management HK Ltd / Activity
Activity — Andar Capital Management HK Ltd
23 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Exit | Vertiv Holdings Co Common stock | $-729.0K | -5K -100.00% | 0 | low |
| Q2 2026 as of | New | Atomera Inc Common stock | $783.9K | +90K | 90,000 0.35% of portfolio | low |
| Q2 2026 as of | Add | Teradyne, Inc Common stock | $822.5K | +2K +4.71% | 37,800 8.21% of portfolio | low |
| Q2 2026 as of | Exit | ServiceNow Inc Common stock | $-829.5K | -5K -100.00% | 0 | low |
| Q2 2026 as of | Exit | BWX Technologies, Inc. Common stock | $-1.25M | -7K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Monday.Com Ltd Common stock | $-2.26M | -15K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Amkor Technology Inc Common stock | $-2.78M | -70K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Fabrinet Common stock | $-2.88M | -6K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Advanced Energy Industries Inc Common stock | $-3.97M | -19K -100.00% | 0 | low |
| Q2 2026 as of | New | FormFactor Inc Common stock | $4.32M | +27K | 27,000 1.94% of portfolio | low |
| Q2 2026 as of | Exit | Lumentum Hldgs Inc Common stock | $-4.32M | -12K -100.00% | 0 | low |
| Q2 2026 as of | Trim | Semtech Corp Common stock | $-4.45M | -28K -14.52% | 162,000 11.77% of portfolio | low |
| Q2 2026 as of | Add | M87915274 Common stock | $4.63M | +18K +19.67% | 108,000 12.63% of portfolio | low |
| Q2 2026 as of | New | Knowles Corp Common stock | $4.85M | +117K | 117,000 2.18% of portfolio | low |
| Q2 2026 as of | Trim | Onto Innovation Inc. Common stock | $-6.68M | -18K -20.36% | 69,000 11.72% of portfolio | medium |
| Q2 2026 as of | New | Vishay Precision Group, Inc. Common stock | $6.75M | +45K | 45,000 3.03% of portfolio | medium |
| Q2 2026 as of | New | Vishay Intertechnology Inc Common stock | $8.60M | +160K | 160,000 3.86% of portfolio | medium |
| Q2 2026 as of | New | Diodes Inc /Del Common stock | $8.76M | +80K | 80,000 3.93% of portfolio | medium |
| Q2 2026 as of | Exit | Advanced Micro Devices Inc Common stock | $-10.63M | -50K -100.00% | 0 | medium |
| Q2 2026 as of | Exit | Credo Technology Group Holding Ltd Common stock | $-14.39M | -100K -100.00% | 0 | medium |
| Q2 2026 as of | New | 77926X320 Common stock | $17.28M | +234K | 234,000 7.76% of portfolio | medium |
| Q2 2026 as of | Add | Vicor Corp Common stock | $26.24M | +69K +215.94% | 101,100 17.23% of portfolio | medium |
| Q2 2026 as of | New | Micron Technology Inc Common stock | $34.28M | +30K | 29,700 15.39% of portfolio | medium |