Institutional
Andar Capital Management HK Ltd
CIK 0001805591
$116.9M
Reported AUM
13
Positions
Q1 2026
Period
2026-05-08
Filed
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%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TSEM | TOWER SEMICONDUCTOR LTD | $211.16 | 12.41% | 360.56% | 599.76% | $22.8M | 19.51% | — | HELD |
| 2 | ONTO | ONTO INNOVATION INC | $250.52 | 14.75% | 131.51% | 194.50% | $16.0M | 13.68% | — | HELD |
| 3 | SMTC | SEMTECH CORP | $114.61 | 10.68% | 106.52% | 48.10% | $15.1M | 12.89% | — | HELD |
| 4 | AAOI | APPLIED OPTOELECTRONICS INC | $90.11 | 17.76% | 255.41% | 943.93% | $11.3M | 9.69% | — | HELD |
| 5 | TER | TERADYNE INC | $365.49 | 14.43% | 207.44% | 167.98% | $11.0M | 9.38% | — | HELD |
| 6 | VICR | VICOR CORP | $206.67 | 13.08% | 316.80% | 48.14% | $8.9M | 7.57% | — | HELD |
| 7 | FN | FABRINET | $439.08 | 5.93% | 38.33% | 323.24% | $7.8M | 6.69% | — | HELD |
| 8 | LITE | LUMENTUM HLDGS INC | $693.30 | 15.10% | 464.63% | 595.23% | $7.7M | 6.61% | — | HELD |
| 9 | LASR | NLIGHT INC | $65.71 | 11.24% | 193.73% | 113.94% | $5.1M | 4.39% | — | HELD |
| 10 | AMD | ADVANCED MICRO DEVICES INC | $485.46 | 13.01% | 188.39% | 347.27% | $4.5M | 3.83% | — | HELD |
| 11 | SNDK | SANDISK CORP | $1280.34 | 26.03% | 2358.00% | 2033.77% | $4.3M | 3.69% | — | HELD |
| 12 | MU | MICRON TECHNOLOGY INC | $875.03 | 18.41% | 662.58% | 1011.70% | $1.4M | 1.16% | — | HELD |
| 13 | SITM | SITIME CORP | $527.87 | 14.22% | 139.35% | 117.14% | $1.1M | 0.92% | — | HELD |
Source: SEC EDGAR · accession 0001805591-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.