Q3 2025 · 13F-HR
Andar Capital Management HK Ltdholdings as filed
Filed 2025-11-07 · accession 0001805591-25-000007
$98.9M
Reported value
20
Positions
2025-09-30
Period end
The Brief · Andar Capital Management HK Ltd · Q3 2025
AI · grounded in 13F
Andar Capital Management HK Ltd established a new position in CRDO valued at $14.85M. The fund also initiated new stakes in ONTO for $14.21M and TER for $10.46M. Additional new positions include AMD at $8.09M and IBIT at $7.67M. The fund ended the period with 20 positions and total AUM of $98.88M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G25457105 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $14.9M | 15.0% | 102,000 | Common | SOLE |
| 683344105 | ONTO | ONTO INNOVATION INC | $14.2M | 14.4% | 110,000 | Common | SOLE |
| 880770102 | TER | TERADYNE INC | $10.5M | 10.6% | 76,000 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $8.1M | 8.18% | 50,000 | Common | SOLE |
| 46438F101 | IBIT | ISHARES BITCOIN TRUST ETF | $7.7M | 7.76% | 118,000 | Common | SOLE |
| 816850101 | SMTC | SEMTECH CORP | $7.1M | 7.23% | 100,000 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC | $7.0M | 7.07% | 48,000 | Common | SOLE |
| G3323L100 | FN | FABRINET | $3.1M | 3.10% | 8,400 | Common | SOLE |
| M87915274 | TSEM | TOWER SEMICONDUCTOR LTD | $3.0M | 3.07% | 42,000 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $3.0M | 2.99% | 6,000 | Common | SOLE |
| 19247G107 | COHR | COHERENT CORP | $2.8M | 2.83% | 26,000 | Common | SOLE |
| 75776W103 | RDW | REDWIRE CORPORATION | $2.7M | 2.73% | 300,000 | Common | SOLE |
| 682189105 | ON | ON SEMICONDUCTOR CORP | $2.5M | 2.49% | 50,000 | Common | SOLE |
| 15101Q207 | CLS | CELESTICA INC | $2.5M | 2.49% | 10,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $2.2M | 2.22% | 10,000 | Common | SOLE |
| 34379V103 | FLNC | FLUENCE ENERGY INC | $2.2M | 2.18% | 200,000 | Common | SOLE |
| 67079K100 | SMR | NUSCALE PWR CORP | $2.2M | 2.18% | 60,000 | Common | SOLE |
| 04626A103 | ALAB | ASTERA LABS INC | $2.0M | 1.98% | 10,000 | Common | SOLE |
| G4124C109 | GRAB | GRAB HOLDINGS LIMITED | $1.4M | 1.46% | 240,000 | Common | SOLE |
| 97785W106 | WOLF | WOLFSPEED INC | $47,762 | 0.05% | 1,670 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.