Andar Capital Management HK Ltd — 13F Holdings & Portfolio
CIK 1805591 · latest 13F-HR filed 2026-08-07
Andar Capital Management HK Ltd manages $222.8M in 13F-reported U.S. long-equity assets across 13 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VICR (17.23%), MU (15.39%), TSEM (12.63%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 0 new positions, exited 0, added to 13, and trimmed 0.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
93-103 WING LOK STREET, SHEUNG WAN
HONG KONG NA
$222.8M
Long-equity book
13
Distinct positions
2026-06-30
Filed 2026-08-07
+0 / −0 / ↑13 / ↓0
vs 2026-06-30
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VICOR CORP$38.3M +37878.0%
- MICRON TECHNOLOGY INC$34.3M +115329.0%
- TOWER SEMICONDUCTOR LTD$28.0M +25964.0%
- SEMTECH CORP$26.1M +16085.0%
- ONTO INNOVATION INC$26.0M +37745.0%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VICOR CORP | VICR | 925815102 | $38.4M | 17.23% | 101,100 | SH |
| 2 | MICRON TECHNOLOGY INC | MU | 595112103 | $34.3M | 15.39% | 29,700 | SH |
| 3 | TOWER SEMICONDUCTOR LTD | TSEM | M87915274 | $28.1M | 12.63% | 108,000 | SH |
| 4 | SEMTECH CORP | SMTC | 816850101 | $26.2M | 11.77% | 162,000 | SH |
| 5 | ONTO INNOVATION INC | ONTO | 683344105 | $26.1M | 11.72% | 69,000 | SH |
| 6 | TERADYNE INC | TER | 880770102 | $18.3M | 8.21% | 37,800 | SH |
| 7 | ROUNDHILL ETF TRUST | DRAM | 77926X320 | $17.3M | 7.76% | 234,000 | SH |
| 8 | DIODES INC | DIOD | 254543101 | $8.8M | 3.93% | 80,000 | SH |
| 9 | VISHAY INTERTECHNOLOGY INC | VSH | 928298108 | $8.6M | 3.86% | 160,000 | SH |
| 10 | VISHAY PRECISION GROUP INC | VPG | 92835K103 | $6.7M | 3.03% | 45,000 | SH |
| 11 | KNOWLES CORP | KN | 49926D109 | $4.9M | 2.18% | 117,000 | SH |
| 12 | FORMFACTOR INC | FORM | 346375108 | $4.3M | 1.94% | 27,000 | SH |
| 13 | ATOMERA INC | ATOM | 04965B100 | $783.9K | 0.35% | 90,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-07 | $222.8M | 13 | 0001805591-26-000008 |
| 2026-06-30 | 2026-08-06 | $1.3M | 13 | 0001805591-26-000007 |
| 2026-03-31 | 2026-05-08 | $116.9M | 13 | 0001805591-26-000005 |
| 2025-12-31 | 2026-02-10 | $92.8M | 15 | 0001805591-26-000002 |