Institutional Fund
Andar Capital Management Hk Ltd
Hong Kong, Hong KongCIK 18055915 filings on record
Portfolio Value
$116.94M
Q1 2026
Holdings
13
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+26.0%
from $92.77M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Tower Semiconductor Ltd19.5%
- Onto Innovation Inc13.7%
- Semtech Corp12.9%
- Applied Optoelectronics Inc9.7%
- Teradyne Inc9.4%
- Vicor Corp7.6%
- Other27.3%
Portfolio Holdings
13 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Tower Semiconductor Ltd | 130.0K | $22.81M | 19.5% | +39.8K | Added |
| 2 | Onto Innovation Inc | 78.0K | $16.00M | 13.7% | −8.6K | Reduced |
| 3 | Semtech Corp | 196.0K | $15.07M | 12.9% | +6.5K | Added |
| 4 | Applied Optoelectronics Inc | 134.0K | $11.34M | 9.7% | +134.0K | New |
| 5 | Teradyne Inc | 37.0K | $10.97M | 9.4% | +900 | Added |
| 6 | Vicor Corp | 55.0K | $8.86M | 7.6% | +23.0K | Added |
| 7 | Fabrinet | 15.0K | $7.82M | 6.7% | +8.7K | Added |
| 8 | Lumentum Hldgs Inc | 11.0K | $7.73M | 6.6% | −733 | Reduced |
| 9 | Nlight Inc | 90.0K | $5.13M | 4.4% | +90.0K | New |
| 10 | Advanced Micro Devices Inc | 22.0K | $4.48M | 3.8% | −27.6K | Reduced |
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