Andar Capital Management Hk Ltd Top Holdings and 13F Report (2026) About Andar Capital Management Hk LtdInvestment ActivityAndar Capital Management Hk Ltd has $116.94 million in total holdings as of March 31, 2026.Andar Capital Management Hk Ltd owns shares of 13 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 33.50% of the portfolio was purchased this quarter.About 29.17% of the portfolio was sold this quarter.This quarter, Andar Capital Management Hk Ltd has purchased 15 new stocks and bought additional shares in 5 stocks.Andar Capital Management Hk Ltd sold shares of 3 stocks and completely divested from 7 stocks this quarter.Largest Holdings Tower Semiconductor $22,812,400Onto Innovation $15,995,460Semtech $15,070,440Applied Optoelectronics $11,335,060Teradyne $10,969,020 Largest New Holdings this Quarter 03823U102 - Applied Optoelectronics $11,335,060 Holding65487K100 - nLight $5,131,800 Holding80004C200 - SANDISK CORP $4,320,312 Holding595112103 - Micron Technology $1,351,360 Holding82982T106 - SiTime $1,070,585 Holding Largest Purchases this Quarter Applied Optoelectronics 134,000 shares (about $11.34M)Tower Semiconductor 39,750 shares (about $6.98M)nLight 90,000 shares (about $5.13M)Fabrinet 8,682 shares (about $4.53M)SANDISK CORP 6,800 shares (about $4.32M) Largest Sales this Quarter Advanced Micro Devices 27,638 shares (about $5.62M)Onto Innovation 8,640 shares (about $1.77M)Lumentum 733 shares (about $515.12K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAndar Capital Management Hk Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTSEMTower Semiconductor$22,812,400$6,975,330 ▲44.0%130,00019.5%Computer and TechnologyONTOOnto Innovation$15,995,460$1,771,805 ▼-10.0%78,00013.7%Computer and TechnologySMTCSemtech$15,070,440$497,863 ▲3.4%196,00012.9%Computer and TechnologyAAOIApplied Optoelectronics$11,335,060$11,335,060 ▲New Holding134,0009.7%Computer and TechnologyTERTeradyne$10,969,020$266,814 ▲2.5%37,0009.4%Computer and TechnologyVICRVicor$8,855,000$3,703,000 ▲71.9%55,0007.6%Computer and TechnologyFNFabrinet$7,822,800$4,527,837 ▲137.4%15,0006.7%Computer and TechnologyLITELumentum$7,730,360$515,123 ▼-6.2%11,0006.6%Computer and TechnologyLASRnLight$5,131,800$5,131,800 ▲New Holding90,0004.4%Computer and TechnologyAMDAdvanced Micro Devices$4,475,460$5,622,398 ▼-55.7%22,0003.8%Computer and TechnologySANDISK CORP$4,320,312$4,320,312 ▲New Holding6,8003.7%COMMUMicron Technology$1,351,360$1,351,360 ▲New Holding4,0001.2%Computer and TechnologySITMSiTime$1,070,585$1,070,585 ▲New Holding3,1000.9%Computer and TechnologyCRDOCredo Technology Group$0$14,389,000 ▼-100.0%00.0%Computer and TechnologyAEISAdvanced Energy Industries$0$3,967,562 ▼-100.0%00.0%Computer and TechnologyAMKRAmkor Technology$0$2,779,195 ▼-100.0%00.0%Computer and TechnologyMNDYmonday.com$0$2,264,013 ▼-100.0%00.0%Computer and TechnologyBWXTBWX Technologies$0$1,247,905 ▼-100.0%00.0%AerospaceNOWServiceNow$0$829,524 ▼-100.0%00.0%Computer and TechnologyVRTVertiv$0$729,045 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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