Andar Capital Management HK Ltd — 13F Holdings & Portfolio
CIK 1805591 · latest 13F-HR filed 2026-05-08
Andar Capital Management HK Ltd manages $116.9M in 13F-reported U.S. long-equity assets across 13 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are TSEM (19.51%), ONTO (13.68%), SMTC (12.89%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 5 new positions, exited 7, added to 7, and trimmed 1.
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.
$116.9M
Long-equity book
13
Distinct positions
2026-03-31
Filed 2026-05-08
+5 / −7 / ↑7 / ↓1
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- TOWER SEMICONDUCTOR LTD$12.2M +115.3%
- VICOR CORP$5.3M +152.5%
- FABRINET$4.9M +172.0%
- TERADYNE INC$4.0M +57.0%
- LUMENTUM HLDGS INC$3.4M +78.8%
New Positions
- APPLIED OPTOELECTRONICS INC$11.3M
- NLIGHT INC$5.1M
- SANDISK CORP$4.3M
- MICRON TECHNOLOGY INC$1.4M
- SITIME CORP$1.1M
Exited Positions
- CREDO TECHNOLOGY GROUP HOLDI$14.4M
- ADVANCED ENERGY INDS$4.0M
- AMKOR TECHNOLOGY INC$2.8M
- MONDAY COM LTD$2.3M
- BWX TECHNOLOGIES INC$1.2M
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 | TOWER SEMICONDUCTOR LTD | TSEM | M87915274 | $22.8M | 19.51% | 130,000 | SH |
| 2 | ONTO INNOVATION INC | ONTO | 683344105 | $16.0M | 13.68% | 78,000 | SH |
| 3 | SEMTECH CORP | SMTC | 816850101 | $15.1M | 12.89% | 196,000 | SH |
| 4 | APPLIED OPTOELECTRONICS INC | AAOI | 03823U102 | $11.3M | 9.69% | 134,000 | SH |
| 5 | TERADYNE INC | TER | 880770102 | $11.0M | 9.38% | 37,000 | SH |
| 6 | VICOR CORP | VICR | 925815102 | $8.9M | 7.57% | 55,000 | SH |
| 7 | FABRINET | FN | G3323L100 | $7.8M | 6.69% | 15,000 | SH |
| 8 | LUMENTUM HLDGS INC | LITE | 55024U109 | $7.7M | 6.61% | 11,000 | SH |
| 9 | NLIGHT INC | LASR | 65487K100 | $5.1M | 4.39% | 90,000 | SH |
| 10 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $4.5M | 3.83% | 22,000 | SH |
| 11 | SANDISK CORP | SNDK | 80004C200 | $4.3M | 3.69% | 6,800 | SH |
| 12 | MICRON TECHNOLOGY INC | MU | 595112103 | $1.4M | 1.16% | 4,000 | SH |
| 13 | SITIME CORP | SITM | 82982T106 | $1.1M | 0.92% | 3,100 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-08 | $116.9M | 13 | 0001805591-26-000005 |
| 2025-12-31 | 2026-02-10 | $92.8M | 15 | 0001805591-26-000002 |