Andar Capital Management HK Ltd
13 holdingsFiling period: 2026-06-30Current AUM: $851.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DRAM | Roundhill ETF Trust | 17.28M | $234.0M | $151.2M | 17.77% | -- | 2026-06-30 |
| 2 | SMTC | Semtech Corp | 26.22M | $162.0M | $136.3M | 16.02% | +26.02M | 2026-06-30 |
| 3 | VSH | Vishay Intertechnology Inc | 8.60M | $160.0M | $85.0M | 9.99% | -- | 2026-06-30 |
| 4 | KN | Knowles Corp | 4.85M | $117.0M | $96.8M | 11.37% | -- | 2026-06-30 |
| 5 | — | Tower Semiconductor Ltd | 28.15M | $108.0M | $108.0M | 12.69% | +28.02M | 2026-06-30 |
| 6 | VICR | Vicor Corp | 38.40M | $101.1M | $54.3M | 6.39% | +38.34M | 2026-06-30 |
| 7 | ATOM | Atomera Inc | 783.9K | $90.0M | $30.9M | 3.63% | -- | 2026-06-30 |
| 8 | DIOD | Diodes Inc | 8.76M | $80.0M | $62.4M | 7.33% | -- | 2026-06-30 |
| 9 | ONTO | Onto Innovation Inc | 26.11M | $69.0M | $40.0M | 4.71% | +26.04M | 2026-06-30 |
| 10 | VPG | Vishay Precision Group Inc | 6.75M | $45.0M | $18.5M | 2.17% | -- | 2026-06-30 |
| 11 | TER | Teradyne Inc | 18.29M | $37.8M | $26.3M | 3.09% | +18.25M | 2026-06-30 |
| 12 | MU | Micron Technology Inc | 34.28M | $29.7M | $23.1M | 2.71% | +34.28M | 2026-06-30 |
| 13 | FORM | Formfactor Inc | 4.32M | $27.0M | $18.2M | 2.14% | -- | 2026-06-30 |
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