Q1 2026 · 13F-HR
Andar Capital Management HK Ltdholdings as filed
Filed 2026-05-08 · accession 0001805591-26-000005
$116.9M
Reported value
13
Positions
2026-03-31
Period end
The Brief · Andar Capital Management HK Ltd · Q1 2026
AI · grounded in 13F
Andar Capital Management HK Ltd closed its position in CRDO, reducing exposure by $14.39M. The fund established a new position in AAOI worth $11.34M and added LASR with a $5.13M investment. Additionally, the fund increased its holdings in FN by 137.42% and VICR by 71.88%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| M87915274 | TSEM | TOWER SEMICONDUCTOR LTD | $22.8M | 19.5% | 130,000 | Common | SOLE |
| 683344105 | ONTO | ONTO INNOVATION INC | $16.0M | 13.7% | 78,000 | Common | SOLE |
| 816850101 | SMTC | SEMTECH CORP | $15.1M | 12.9% | 196,000 | Common | SOLE |
| 03823U102 | AAOI | APPLIED OPTOELECTRONICS INC | $11.3M | 9.69% | 134,000 | Common | SOLE |
| 880770102 | TER | TERADYNE INC | $11.0M | 9.38% | 37,000 | Common | SOLE |
| 925815102 | VICR | VICOR CORP | $8.9M | 7.57% | 55,000 | Common | SOLE |
| G3323L100 | FN | FABRINET | $7.8M | 6.69% | 15,000 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $7.7M | 6.61% | 11,000 | Common | SOLE |
| 65487K100 | LASR | NLIGHT INC | $5.1M | 4.39% | 90,000 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $4.5M | 3.83% | 22,000 | Common | SOLE |
| 80004C200 | SNDK | SANDISK CORP | $4.3M | 3.69% | 6,800 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $1.4M | 1.16% | 4,000 | Common | SOLE |
| 82982T106 | SITM | SITIME CORP | $1.1M | 0.92% | 3,100 | 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.