Andar Capital Management HK Ltd
Position in TSEM — Tower Semiconductor Ltd
CIK 1805591
HONG KONG, K3
Position in TSEM
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$22,812,400
+$12,215,245 QoQ
Shares Held
130,000
+44.0% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
19.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TSEM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Andar Capital Management HK Ltd holds $49,912,045 across 6 Semiconductors names. TSEM ranks #1 (45.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSEM |
Tower Semiconductor Ltd
This page
|
130,000 | $22,812,400 | |
| 2 | SMTC |
Semtech Corp
|
196,000 | $15,070,440 | |
| 3 | LASR |
Nlight, Inc.
|
90,000 | $5,131,800 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
22,000 | $4,475,460 | |
| 5 | MU |
Micron Technology Inc
|
4,000 | $1,351,360 | |
| 6 | SITM |
SITIME Corp
|
3,100 | $1,070,585 |
All Filings in TSEM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,812,400 | 130,000 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $10,597,155 | 90,250 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,036,600 | 42,000 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||