Andar Capital Management HK Ltd
Andar Capital Management HK Ltd reported 13 holdings worth US$223M as of Jun 30, 2026 (Form 13F/A)
As of Jun 30, 2026 · Filed Aug 7, 2026
Andar Capital Management HK Ltd reported 13 holdings worth US$223M as of Jun 30, 2026. Largest: Vicor Corporation, Micron Technology, Inc. and Semtech Corporation. Filed Aug 7, 2026 (Form 13F/A).
- Holdings
- 13
- Value as reported
- US$223M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Vicor Corporation | 101K | US$38.4M | 17.2% |
| Micron Technology, Inc. | 29,700 | US$34.3M | 15.4% |
| Semtech Corporation | 162K | US$26.2M | 11.8% |
| Onto Innovation Inc. | 69,000 | US$26.1M | 11.7% |
| Teradyne, Inc. | 37,800 | US$18.3M | 8.2% |
| Diodes Incorporated | 80,000 | US$8.76M | 3.9% |
| Vishay Intertechnology, Inc. | 160K | US$8.6M | 3.9% |
| Vishay Precision Group, Inc. | 45,000 | US$6.75M | 3.0% |
| Knowles Corporation | 117K | US$4.85M | 2.2% |
| Formfactor, Inc. | 27,000 | US$4.32M | 1.9% |
| Atomera Incorporated | 90,000 | US$784K | 0.35% |
| Advanced Micro Devices Inc | 0 | US$0 | 0.00% |
| Applied Optoelectronics, Inc. | 0 | US$0 | 0.00% |
| Fabrinet | 0 | US$0 | 0.00% |
| Lumentum Holdings Inc. | 0 | US$0 | 0.00% |
| Nlight, Inc. | 0 | US$0 | 0.00% |
| Sandisk Corporation | 0 | US$0 | 0.00% |
| Sitime Corporation | 0 | US$0 | 0.00% |