Andar Capital Management HK Ltd
CIK: 0001805591SEC EDGAR →
Portfolio Value
$92.8M
Holdings
15
As of
Q4 2025
New Positions
10
Closed Positions
9
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CREDO TECHNOLOGY GROUP HOLDI | 100,000 | $14.4M | 15.51% |
| 2 | SEMTECH CORP | 189,525 | $14.0M | 15.05% |
| 3 | ONTO INNOVATION INC | 86,640 | $13.7M | 14.74% |
| 4 | ADVANCED MICRO DEVICES INC | 49,638 | $10.6M | 11.46% |
| 5 | TOWER SEMICONDUCTOR LTD | 90,250 | $10.6M | 11.42% |
| 6 | TERADYNE INC | 36,100 | $7.0M | 7.53% |
| 7 | LUMENTUM HLDGS INC | 11,733 | $4.3M | 4.66% |
| 8 | ADVANCED ENERGY INDS | 18,950 | $4.0M | 4.28% |
| 9 | VICOR CORP | 32,000 | $3.5M | 3.78% |
| 10 | FABRINET | 6,318 | $2.9M | 3.10% |
Quarterly Changes
New Positions (8)
Closed Positions (13)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 12 | $86.8M | 93.6% |
| Industrials | 3 | $5.9M | 6.4% |