§ 13F · FUND PROFILE
Andar Capital Management HK Ltd.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $85.6T (13F)Positions · 19Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$19.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | 100K | $14.4T | 15.5% | −2% |
| 2 | SMTC | SEMTECH CORP | 190K | $14.0T | 15.1% | +90% |
| 3 | ONTO | ONTO INNOVATION INC | 87K | $13.7T | 14.7% | −21% |
| 4 | AMD | ADVANCED MICRO DEVICES INC | 50K | $10.6T | 11.5% | −1% |
| 5 | TSEM | TOWER SEMICONDUCTOR LTD | 90K | $10.6T | 11.4% | +115% |
| 6 | TER | TERADYNE INC | 36K | $7.0T | 7.5% | −52% |
| 7 | LITE | LUMENTUM HLDGS INC | 12K | $4.3T | 4.7% | NEW |
| 8 | AEIS | ADVANCED ENERGY INDS | 19K | $4.0T | 4.3% | NEW |
| 9 | VICR | VICOR CORP | 32K | $3.5T | 3.8% | NEW |
| 10 | FN | FABRINET | 6K | $2.9T | 3.1% | −25% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ANDAR SIGNAL
AC read
Andar Capital Management HK Ltd is a Other fund managing $85561.1 trillion in assets. The fund runs a focused portfolio of just 19 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed