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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 $188.30 million in total holdings as of September 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 13.74% of the portfolio was purchased this quarter.
  • About 15.17% 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 6 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Vicor
$31,205,520
Micron Technology
$27,692,860
Semtech
$26,039,100
Onto Innovation
$20,316,120

Largest New Holdings this Quarter

55405Y100 - MACOM Technology Solutions
$9,968,700 Holding
G25457105 - Credo Technology Group
$5,843,700 Holding
55306N104 - MKS
$3,715,040 Holding

Largest Purchases this Quarter

MACOM Technology Solutions
35,000 shares (about $9.97M)
Credo Technology Group
30,000 shares (about $5.84M)
ROUNDHILL ETF TRUST
66,000 shares (about $3.98M)
MKS
14,000 shares (about $3.72M)
Vicor
6,900 shares (about $1.99M)

Largest Sales this Quarter

Tower Semiconductor
26,000 shares (about $5.91M)
Teradyne
10,800 shares (about $4.33M)
Micron Technology
3,700 shares (about $3.94M)
Semtech
16,000 shares (about $2.85M)
Onto Innovation
3,000 shares (about $923.46K)

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
$31,205,520$1,993,686 ▲6.8%108,00016.6%Industrials
Micron Technology, Inc. stock logo
MU
Micron Technology
$27,692,860$3,940,907 ▼-12.5%26,00014.7%Technology
Semtech Corporation stock logo
SMTC
Semtech
$26,039,100$2,853,600 ▼-9.9%146,00013.8%Technology
Onto Innovation Inc. stock logo
ONTO
Onto Innovation
$20,316,120$923,460 ▼-4.3%66,00010.8%Technology
Tower Semiconductor Ltd. stock logo
TSEM
Tower Semiconductor
$18,649,260$5,913,180 ▼-24.1%82,0009.9%Technology
ROUNDHILL ETF TRUST
$18,108,000$3,983,760 ▲28.2%300,0009.6%MEMORY ETF
Teradyne, Inc. stock logo
TER
Teradyne
$10,824,570$4,329,828 ▼-28.6%27,0005.7%Technology
MACOM Technology Solutions Holdings, Inc. stock logo
MTSI
MACOM Technology Solutions
$9,968,700$9,968,700 ▲New Holding35,0005.3%Technology
Diodes Incorporated stock logo
DIOD
Diodes
$7,743,2000.0%80,0004.1%Technology
Credo Technology Group Holding Ltd. stock logo
CRDO
Credo Technology Group
$5,843,700$5,843,700 ▲New Holding30,0003.1%Technology
Vishay Intertechnology, Inc. stock logo
VSH
Vishay Intertechnology
$4,557,000$651,000 ▼-12.5%140,0002.4%Technology
MKS Inc. stock logo
MKSI
MKS
$3,715,040$3,715,040 ▲New Holding14,0002.0%Technology
Vishay Precision Group, Inc. stock logo
VPG
Vishay Precision Group
$3,637,000$363,700 ▲11.1%50,0001.9%Technology
Knowles Corporation stock logo
KN
Knowles
$0$4,853,160 ▼-100.0%00.0%Technology
FormFactor, Inc. stock logo
FORM
FormFactor
$0$4,318,110 ▼-100.0%00.0%Technology
Atomera Incorporated stock logo
ATOM
Atomera
$0$783,900 ▼-100.0%00.0%Technology

Showing largest 100 holdings. View all holdings.
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