Andar Capital Management HK Ltd
Holdings as of 2026-06-30, filed 2026-08-06
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 37 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
13
Value reported by manager
$222.8M
Sum of our stored positions
$1.3M
should match the line above
Disclosure lag
37 d
quarter end to filing
Top 5 concentration
62.0%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
13 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| ROUNDHILL ETF TRUST | MEMORY ETF | $234K | 17,280,900 | — | 77926X320 |
| SEMTECH CORP | COM | $162K | 26,219,700 | — | 816850101 |
| VISHAY INTERTECHNOLOGY INC | COM | $160K | 8,604,800 | — | 928298108 |
| KNOWLES CORP | COM | $117K | 4,853,160 | — | 49926D109 |
| TOWER SEMICONDUCTOR LTD | SHS NEW | $108K | 28,149,120 | — | M87915274 |
| VICOR CORP | COM | $101.1K | 38,395,758 | — | 925815102 |
| ATOMERA INC | COM | $90K | 783,900 | — | 04965B100 |
| DIODES INC | COM | $80K | 8,755,200 | — | 254543101 |
| ONTO INNOVATION INC | COM | $69K | 26,113,050 | — | 683344105 |
| VISHAY PRECISION GROUP INC | COM | $45K | 6,745,950 | — | 92835K103 |
| TERADYNE INC | COM | $37.8K | 18,289,152 | — | 880770102 |
| MICRON TECHNOLOGY INC | COM | $29.7K | 34,282,413 | — | 595112103 |
| FORMFACTOR INC | COM | $27K | 4,318,110 | — | 346375108 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-06