Andar Capital Management HK Ltd
Filing Date
Global Rank
#6,430
/ 8,795
▲ 861
· as of Jun 2026
Top Industry
Semiconductors
51.6%
Period ended 3 months ago
Filed Aug 7, 2026 · 2mo
23 quarters · since Dec 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
12 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
18.7%
−0.8 pts
Top 5
74.5%
+9.4 pts
Top 10
97.5%
+3.3 pts
HHI
1,275
Diversified+164
Portfolio Trend
23 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 100.0% | $205,510,313 |
Last Quarter's Activity
Export CSVNew Positions
Positions the filer opened this quarter
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DIOD | Diodes Inc /Del/ | 80,000 | $8,755,200 | |
| VSH | Vishay Intertechnology Inc | 160,000 | $8,604,800 | |
| VPG | Vishay Precision Group, Inc. | 45,000 | $6,745,950 | |
| KN | Knowles Corp | 117,000 | $4,853,160 | |
| FORM | Formfactor Inc | 27,000 | $4,318,110 | |
| ATOM | Atomera Inc | 90,000 | $783,900 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AAOI | Applied Optoelectronics, Inc. | 134,000 | $11,335,060 | |
| FN | Fabrinet | 15,000 | $7,822,800 | |
| LITE | Lumentum Holdings Inc. | 11,000 | $7,730,360 | |
| LASR | Nlight, Inc. | 90,000 | $5,131,800 | |
| AMD | Advanced Micro Devices Inc | 22,000 | $4,475,460 | |
| SNDK | Sandisk Corp | 6,800 | $4,320,312 | |
| SITM | SITIME Corp | 3,100 | $1,070,585 | |
| No positions match the current search. | ||||
12 tracked positions ·
$205,510,313 total
· filing declares
13 positions · $222,791,213
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VICR |
Vicor Corp
Technology
|
Added | 101,100 | $38,395,758 | 18.68% | |
| MU |
Micron Technology Inc
Technology
|
Added | 29,700 | $34,282,413 | 16.68% | |
| TSEM |
Tower Semiconductor Ltd
Technology
|
Reduced | 108,000 | $28,149,120 | 13.70% | |
| SMTC |
Semtech Corp
Technology
|
Reduced | 162,000 | $26,219,700 | 12.76% | |
| ONTO |
Onto Innovation Inc.
Technology
|
Reduced | 69,000 | $26,113,050 | 12.71% | |
| TER |
Teradyne, Inc
Technology
|
Added | 37,800 | $18,289,152 | 8.90% | |
| DIOD |
Diodes Inc /Del/
Technology
|
NEW | 80,000 | $8,755,200 | 4.26% | |
| VSH |
Vishay Intertechnology Inc
Technology
|
NEW | 160,000 | $8,604,800 | 4.19% | |
| VPG |
Vishay Precision Group, Inc.
Technology
|
NEW | 45,000 | $6,745,950 | 3.28% | |
| KN |
Knowles Corp
Technology
|
NEW | 117,000 | $4,853,160 | 2.36% | |
| FORM |
Formfactor Inc
Technology
|
NEW | 27,000 | $4,318,110 | 2.10% | |
| ATOM |
Atomera Inc
Technology
|
NEW | 90,000 | $783,900 | 0.38% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.