Andar Capital Management HK Ltd
13 holdingsFiling period: 2026-06-30Current AUM: $909.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DRAM | ROUNDHILL ETF TRUST | 17.28M | $234.0M | $174.3M | 19.17% | -- | 2026-06-30 |
| 2 | SMTC | SEMTECH CORP | 26.22M | $162.0M | $151.0M | 16.61% | +26.02M | 2026-06-30 |
| 3 | VSH | VISHAY INTERTECHNOLOGY INC | 8.60M | $160.0M | $93.5M | 10.28% | -- | 2026-06-30 |
| 4 | KN | KNOWLES CORP | 4.85M | $117.0M | $98.1M | 10.79% | -- | 2026-06-30 |
| 5 | — | TOWER SEMICONDUCTOR LTD | 28.15M | $108.0M | $108.0M | 11.88% | +28.02M | 2026-06-30 |
| 6 | VICR | VICOR CORP | 38.40M | $101.1M | $49.0M | 5.39% | +38.34M | 2026-06-30 |
| 7 | ATOM | ATOMERA INC | 783.9K | $90.0M | $39.7M | 4.36% | -- | 2026-06-30 |
| 8 | DIOD | DIODES INC | 8.76M | $80.0M | $66.0M | 7.26% | -- | 2026-06-30 |
| 9 | ONTO | ONTO INNOVATION INC | 26.11M | $69.0M | $44.5M | 4.90% | +26.04M | 2026-06-30 |
| 10 | VPG | VISHAY PRECISION GROUP INC | 6.75M | $45.0M | $18.2M | 2.00% | -- | 2026-06-30 |
| 11 | TER | TERADYNE INC | 18.29M | $37.8M | $26.0M | 2.86% | +18.25M | 2026-06-30 |
| 12 | MU | MICRON TECHNOLOGY INC | 34.28M | $29.7M | $23.9M | 2.62% | +34.28M | 2026-06-30 |
| 13 | FORM | FORMFACTOR INC | 4.32M | $27.0M | $17.2M | 1.89% | -- | 2026-06-30 |
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