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 | $219.67 | 4.03% | 390.88% | 645.83% | $22.8M | 19.51% | — | HELD |
| 2 | ONTO | ONTO INNOVATION INC | $258.58 | 3.22% | 165.66% | 237.95% | $16.0M | 13.68% | — | HELD |
| 3 | SMTC | SEMTECH CORP | $117.82 | 2.80% | 136.08% | 69.29% | $15.1M | 12.89% | — | HELD |
| 4 | AAOI | APPLIED OPTOELECTRONICS INC | $94.32 | 4.67% | 341.20% | 1195.91% | $11.3M | 9.69% | — | HELD |
| 5 | TER | TERADYNE INC | $367.69 | 0.60% | 251.79% | 206.64% | $11.0M | 9.38% | — | HELD |
| 6 | VICR | VICOR CORP | $207.37 | 0.34% | 371.31% | 67.52% | $8.9M | 7.57% | — | HELD |
| 7 | FN | FABRINET | $435.41 | -0.89% | 39.34% | 326.33% | $7.8M | 6.69% | — | HELD |
| 8 | LITE | LUMENTUM HLDGS INC | $713.94 | 2.99% | 549.83% | 700.14% | $7.7M | 6.61% | — | HELD |
| 9 | LASR | NLIGHT INC | $68.80 | 4.70% | 242.12% | 149.19% | $5.1M | 4.39% | — | HELD |
| 10 | AMD | ADVANCED MICRO DEVICES INC | $476.15 | -1.90% | 186.40% | 344.13% | $4.5M | 3.83% | — | HELD |
| 11 | SNDK | SANDISK CORP | $1215.64 | -5.03% | 2996.93% | 2588.43% | $4.3M | 3.69% | — | HELD |
| 12 | MU | MICRON TECHNOLOGY INC | $823.03 | -5.90% | 787.81% | 1193.85% | $1.4M | 1.16% | — | HELD |
| 13 | SITM | SITIME CORP | $535.20 | 1.39% | 173.38% | 148.01% | $1.1M | 0.92% | — | HELD |
Source: SEC EDGAR · accession 0001805591-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.