Go Pro

Andar Capital Management Hk Ltd Top Holdings and 13F Report (2026)

About Andar Capital Management Hk Ltd

Investment Activity

  • Andar Capital Management Hk Ltd has $222.79 million in total holdings as of June 30, 2026.
  • Andar Capital Management Hk Ltd owns shares of 13 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 44.39% of the portfolio was purchased this quarter.
  • About 25.37% of the portfolio was sold this quarter.
  • This quarter, Andar Capital Management Hk Ltd has purchased 13 new stocks and bought additional shares in 3 stocks.
  • Andar Capital Management Hk Ltd sold shares of 3 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Vicor
$38,395,758
Micron Technology
$34,282,413
Semtech
$26,219,700
Onto Innovation
$26,113,050

Largest New Holdings this Quarter

77926X320 - ROUNDHILL ETF TRUST
$17,280,900 Holding
254543101 - Diodes
$8,755,200 Holding
928298108 - Vishay Intertechnology
$8,604,800 Holding
92835K103 - Vishay Precision Group
$6,745,950 Holding
49926D109 - Knowles
$4,853,160 Holding

Largest Purchases this Quarter

Micron Technology
25,700 shares (about $29.67M)
Vicor
46,100 shares (about $17.51M)
ROUNDHILL ETF TRUST
234,000 shares (about $17.28M)
Diodes
80,000 shares (about $8.76M)
Vishay Intertechnology
160,000 shares (about $8.60M)

Largest Sales this Quarter

Tower Semiconductor
22,000 shares (about $5.73M)
Semtech
34,000 shares (about $5.50M)
Onto Innovation
9,000 shares (about $3.41M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAndar Capital Management Hk Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vicor Corporation stock logo
VICR
Vicor
$38,395,758$17,507,858 â–²83.8%101,10017.2%Industrials
Micron Technology, Inc. stock logo
MU
Micron Technology
$34,282,413$29,665,253 â–²642.5%29,70015.4%Technology
Tower Semiconductor Ltd. stock logo
TSEM
Tower Semiconductor
$28,149,120$5,734,080 â–¼-16.9%108,00012.6%Technology
Semtech Corporation stock logo
SMTC
Semtech
$26,219,700$5,502,900 â–¼-17.3%162,00011.8%Technology
Onto Innovation Inc. stock logo
ONTO
Onto Innovation
$26,113,050$3,406,050 â–¼-11.5%69,00011.7%Technology
Teradyne, Inc. stock logo
TER
Teradyne
$18,289,152$387,072 â–²2.2%37,8008.2%Technology
ROUNDHILL ETF TRUST
$17,280,900$17,280,900 â–²New Holding234,0007.8%MEMORY ETF
Diodes Incorporated stock logo
DIOD
Diodes
$8,755,200$8,755,200 â–²New Holding80,0003.9%Technology
Vishay Intertechnology, Inc. stock logo
VSH
Vishay Intertechnology
$8,604,800$8,604,800 â–²New Holding160,0003.9%Technology
Vishay Precision Group, Inc. stock logo
VPG
Vishay Precision Group
$6,745,950$6,745,950 â–²New Holding45,0003.0%Technology
Knowles Corporation stock logo
KN
Knowles
$4,853,160$4,853,160 â–²New Holding117,0002.2%Technology
FormFactor, Inc. stock logo
FORM
FormFactor
$4,318,110$4,318,110 â–²New Holding27,0001.9%Technology
Atomera Incorporated stock logo
ATOM
Atomera
$783,900$783,900 â–²New Holding90,0000.4%Technology
Applied Optoelectronics, Inc. stock logo
AAOI
Applied Optoelectronics
$0$11,335,060 â–¼-100.0%00.0%Technology
Fabrinet stock logo
FN
Fabrinet
$0$7,822,800 â–¼-100.0%00.0%Technology
Lumentum Holdings Inc. stock logo
LITE
Lumentum
$0$7,730,360 â–¼-100.0%00.0%Technology
nLight stock logo
LASR
nLight
$0$5,131,800 â–¼-100.0%00.0%Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$0$4,475,460 â–¼-100.0%00.0%Technology
SANDISK CORP
$0$4,320,312 â–¼-100.0%00.0%COM
SiTime Corporation stock logo
SITM
SiTime
$0$1,070,585 â–¼-100.0%00.0%Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data