Andar Capital Management HK Ltd
13 holdingsFiling period: 2026-03-31Current AUM: $149.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | TOWER SEMICONDUCTOR LTD | 130.0K | $22.8M | $22.8M | 15.28% | +39.8K | 2026-03-31 |
| 2 | ONTO | ONTO INNOVATION INC | 78.0K | $16.0M | $20.2M | 13.51% | -8,640 | 2026-03-31 |
| 3 | SMTC | SEMTECH CORP | 196.0K | $15.1M | $23.1M | 15.47% | +6.5K | 2026-03-31 |
| 4 | AAOI | APPLIED OPTOELECTRONICS INC | 134.0K | $11.3M | $12.6M | 8.47% | -- | 2026-03-31 |
| 5 | TER | TERADYNE INC | 37.0K | $11.0M | $13.6M | 9.11% | +900 | 2026-03-31 |
| 6 | VICR | VICOR CORP | 55.0K | $8.9M | $11.4M | 7.64% | +23.0K | 2026-03-31 |
| 7 | — | FABRINET | 15.0K | $7.8M | $7.8M | 5.24% | +8.7K | 2026-03-31 |
| 8 | LITE | LUMENTUM HLDGS INC | 11.0K | $7.7M | $7.9M | 5.26% | -733 | 2026-03-31 |
| 9 | LASR | NLIGHT INC | 90.0K | $5.1M | $6.2M | 4.15% | -- | 2026-03-31 |
| 10 | AMD | ADVANCED MICRO DEVICES INC | 22.0K | $4.5M | $10.5M | 7.02% | -27,638 | 2026-03-31 |
| 11 | SNDK | SANDISK CORP | 6.8K | $4.3M | $8.3M | 5.53% | -- | 2026-03-31 |
| 12 | MU | MICRON TECHNOLOGY INC | 4.0K | $1.4M | $3.3M | 2.20% | -- | 2026-03-31 |
| 13 | SITM | SITIME CORP | 3.1K | $1.1M | $1.7M | 1.11% | -- | 2026-03-31 |
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