Andar Capital Management HK Ltd
Top Portfolio Positions
13 positions ·
$116,940,057 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSEM |
Tower Semiconductor Ltd
Technology
|
130,000 | $22,812,400 | 19.51% | |
| ONTO |
Onto Innovation Inc.
Technology
|
78,000 | $15,995,460 | 13.68% | |
| SMTC |
Semtech Corp
Technology
|
196,000 | $15,070,440 | 12.89% | |
| AAOI |
Applied Optoelectronics, Inc.
Technology
|
134,000 | $11,335,060 | 9.69% | |
| TER |
Teradyne, Inc
Technology
|
37,000 | $10,969,020 | 9.38% | |
| VICR |
Vicor Corp
Technology
|
55,000 | $8,855,000 | 7.57% | |
| FN |
Fabrinet
Technology
|
15,000 | $7,822,800 | 6.69% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
11,000 | $7,730,360 | 6.61% | |
| LASR |
Nlight, Inc.
Technology
|
90,000 | $5,131,800 | 4.39% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
22,000 | $4,475,460 | 3.83% |
Portfolio Trend
22 quarters · across all stocks
Holdings in SMTC
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,070,440 | 196,000 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $13,966,097 | 189,525 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,145,000 | 100,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $7,222,400 | 160,000 | Shares | Sole | 2025-08-08 | |
| No 13F history on record for this holder in this stock. | ||||||