§ 13F · FUND PROFILE
Andar Capital Management HK Ltd.
AUM · $224M (13F)Positions · 26Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$753K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VICR | VICOR CORP | 101K | $38M | 17.1% | — |
| 2 | MU | MICRON TECHNOLOGY INC | 30K | $34M | 15.3% | — |
| 3 | TSEM | TOWER SEMICONDUCTOR LTD | 108K | $28M | 12.6% | — |
| 4 | SMTC | SEMTECH CORP | 162K | $26M | 11.7% | — |
| 5 | ONTO | ONTO INNOVATION INC | 69K | $26M | 11.7% | — |
| 6 | TER | TERADYNE INC | 38K | $18M | 8.2% | — |
| 7 | DRAM | ROUNDHILL ETF TRUST | 234K | $17M | 7.7% | — |
| 8 | DIOD | DIODES INC | 80K | $9M | 3.9% | — |
| 9 | VSH | VISHAY INTERTECHNOLOGY INC | 160K | $9M | 3.8% | — |
| 10 | VPG | VISHAY PRECISION GROUP INC | 45K | $7M | 3.0% | — |
§ 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 $224 million in assets. The fund runs a focused portfolio of just 26 positions.
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