Andar Capital Management HK Ltd
Net buyer this quarter
$223M
13
+$9.72M
95.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 VICR | $38.4M | 17.23% | 0.86% | +83.8% | Q4 2025 |
 MU | $34.3M | 15.39% | 0.00% | +642.5% | Q1 2022 |
 TSEM | $28.1M | 12.63% | 0.10% | -16.9% | Q3 2025 |
 SMTC | $26.2M | 11.77% | 0.17% | -17.4% | Q2 2025 |
 ONTO | $26.1M | 11.72% | 0.14% | -11.5% | Q3 2025 |
 TER | $18.3M | 8.21% | 0.02% | +2.2% | Q1 2022 |
 DRAM | $17.3M | 7.76% | Not reported | New | Q2 2026 |
 DIOD | $8.76M | 3.93% | 0.17% | New | Q2 2026 |
 VSH | $8.6M | 3.86% | 0.12% | New | Q2 2026 |
 VPG | $6.75M | 3.03% | 0.37% | New | Q2 2026 |
 KN | $4.85M | 2.18% | 0.14% | New | Q2 2026 |
 FORM | $4.32M | 1.94% | 0.03% | New | Q2 2026 |
 ATOM | $784K | 0.35% | 0.23% | New | Q2 2026 |
| Q1 2026 | |||||
| TSEM | $22.8M | 19.51% | 0.12% | +44.0% | Q3 2025 |
| ONTO | $16M | 13.68% | 0.16% | -10.0% | Q3 2025 |
| SMTC | $15.1M | 12.89% | 0.21% | +3.4% | Q2 2025 |
 AAOI | $11.3M | 9.69% | 0.17% | New | Q1 2026 |
| TER | $11M | 9.38% | 0.02% | +2.5% | Q1 2022 |
| VICR | $8.86M | 7.57% | 0.47% | +71.9% | Q4 2025 |
 FN | $7.82M | 6.69% | 0.04% | +137.4% | Q3 2025 |
 LITE | $7.73M | 6.61% | 0.02% | -6.3% | Q4 2025 |
 LASR | $5.13M | 4.39% | 0.16% | New | Q1 2026 |
 AMD | $4.48M | 3.83% | 0.00% | -55.7% | Q4 2020 |
 SNDK | $4.32M | 3.69% | 0.00% | New | Q1 2026 |
| MU | $1.35M | 1.16% | 0.00% | Not reported | Q1 2022 |
 SITM | $1.07M | 0.92% | 0.01% | New | Q1 2026 |
| Q4 2025 | |||||
 CRDO | $14.4M | 15.51% | 0.06% | -2.0% | Q2 2024 |
| SMTC | $14M | 15.05% | 0.20% | +89.5% | Q2 2025 |
| ONTO | $13.7M | 14.74% | 0.18% | -21.2% | Q3 2025 |
| AMD | $10.6M | 11.46% | 0.00% | -0.7% | Q4 2020 |
| TSEM | $10.6M | 11.42% | 0.08% | +114.9% | Q3 2025 |
| TER | $6.99M | 7.53% | 0.02% | -52.5% | Q1 2022 |
| LITE | $4.32M | 4.66% | 0.02% | New | Q4 2025 |
 AEIS | $3.97M | 4.28% | 0.05% | New | Q4 2025 |
| VICR | $3.51M | 3.78% | 0.27% | New | Q4 2025 |
| FN | $2.88M | 3.10% | 0.02% | -24.8% | Q3 2025 |
 AMKR | $2.78M | 3.00% | 0.03% | New | Q4 2025 |
 MNDY | $2.26M | 2.44% | 0.03% | Not reported | Q4 2023 |
 BWXT | $1.25M | 1.35% | 0.01% | New | Q4 2025 |
 NOW | $830K | 0.89% | 0.00% | Not reported | Q2 2021 |
 VRT | $729K | 0.79% | 0.00% | Not reported | Q4 2024 |
| Q3 2025 | |||||
| CRDO | $14.9M | 15.02% | 0.06% | -40.0% | Q2 2024 |
| ONTO | $14.2M | 14.38% | 0.22% | New | Q3 2025 |
| TER | $10.5M | 10.58% | 0.05% | +26.7% | Q1 2022 |
| AMD | $8.09M | 8.18% | 0.00% | -46.2% | Q4 2020 |
 IBIT | $7.67M | 7.76% | 0.01% | +31.1% | Q4 2024 |
| SMTC | $7.15M | 7.23% | 0.12% | -37.5% | Q2 2025 |
 ANET | $6.99M | 7.07% | 0.00% | +20.0% | Q2 2023 |
| FN | $3.06M | 3.10% | 0.02% | New | Q3 2025 |
| TSEM | $3.04M | 3.07% | 0.04% | New | Q3 2025 |
 SNPS | $2.96M | 2.99% | 0.00% | New | Q3 2025 |
 COHR | $2.8M | 2.83% | 0.02% | -40.9% | Q2 2025 |
 RDW | $2.7M | 2.73% | 0.19% | +76.5% | Q4 2024 |
 ON | $2.47M | 2.49% | 0.01% | New | Q3 2025 |
 CLS | $2.46M | 2.49% | 0.01% | -52.4% | Q1 2025 |
 AMZN | $2.2M | 2.22% | 0.00% | Not reported | Q2 2024 |
 SMR | $2.16M | 2.18% | 0.03% | New | Q3 2025 |
 FLNC | $2.16M | 2.18% | 0.39% | New | Q3 2025 |
 ALAB | $1.96M | 1.98% | 0.01% | -23.1% | Q2 2025 |
 GRAB | $1.44M | 1.46% | Not reported | New | Q3 2025 |
 WOLF | $47.8K | 0.05% | 0.00% | New | Q3 2025 |