§ 13F · FUND PROFILE
Andar Capital Management HK Ltd.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $99M (13F)Positions · 20Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$23M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | TSEM | TOWER SEMICONDUCTOR LTD | 130K | $23M | 19.5% | +44% |
| 2 | ONTO | ONTO INNOVATION INC | 78K | $16M | 13.7% | −10% |
| 3 | SMTC | SEMTECH CORP | 196K | $15M | 12.9% | +3% |
| 4 | AAOI | APPLIED OPTOELECTRONICS INC | 134K | $11M | 9.7% | NEW |
| 5 | TER | TERADYNE INC | 37K | $11M | 9.4% | +2% |
| 6 | VICR | VICOR CORP | 55K | $9M | 7.6% | +72% |
| 7 | FN | FABRINET | 15K | $8M | 6.7% | +137% |
| 8 | LITE | LUMENTUM HLDGS INC | 11K | $8M | 6.6% | −6% |
| 9 | LASR | NLIGHT INC | 90K | $5M | 4.4% | NEW |
| 10 | AMD | ADVANCED MICRO DEVICES INC | 22K | $4M | 3.8% | −56% |
§ 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 $99 million in assets. The fund runs a focused portfolio of just 20 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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