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
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TSEM | TOWER SEMICONDUCTOR LTD | $235.48 | -9.88% | 486.06% | 745.53% | $22.8M | 19.51% | +39,750 | +44.0% |
| 2 | ONTO | ONTO INNOVATION INC | $263.49 | 4.05% | 163.52% | 261.36% | $16.0M | 13.68% | −8,640 | −10.0% |
| 3 | SMTC | SEMTECH CORP | $151.02 | -10.82% | 299.00% | 143.93% | $15.1M | 12.89% | +6,475 | +3.4% |
| 4 | AAOI | APPLIED OPTOELECTRONICS INC | $177.00 | -12.76% | 951.69% | 2189.78% | $11.3M | 9.69% | +134,000 | NEW |
| 5 | TER | TERADYNE INC | $357.93 | -12.03% | 321.03% | 187.38% | $11.0M | 9.38% | +900 | +2.5% |
| 6 | VICR | VICOR CORP | $271.04 | -11.46% | 498.85% | 134.44% | $8.9M | 7.57% | +23,000 | +71.9% |
| 7 | FN | FABRINET | $621.25 | -13.09% | 164.42% | 557.27% | $7.8M | 6.69% | +8,682 | +137.4% |
| 8 | LITE | LUMENTUM HLDGS INC | $863.66 | -8.62% | 960.23% | 928.29% | $7.7M | 6.61% | −733 | −6.2% |
| 9 | LASR | NLIGHT INC | $68.25 | 3.64% | 274.15% | 89.82% | $5.1M | 4.39% | +90,000 | NEW |
| 10 | AMD | ADVANCED MICRO DEVICES INC | $466.38 | -10.86% | 301.39% | 339.19% | $4.5M | 3.83% | −27,638 | −55.7% |
| 11 | SNDK | SANDISK CORP | $1559.32 | -11.39% | 3882.94% | 3175.19% | $4.3M | 3.69% | +6,800 | NEW |
| 12 | MU | MICRON TECHNOLOGY INC | $864.01 | -13.25% | 697.79% | 1041.92% | $1.4M | 1.16% | +4,000 | NEW |
| 13 | SITM | SITIME CORP | $642.72 | 2.72% | 203.96% | 361.28% | $1.1M | 0.92% | +3,100 | NEW |
| 14 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $206.89 | -4.88% | 183.57% | 1124.20% | — | — | −100,000 | EXITED |
| 15 | AEIS | ADVANCED ENERGY INDS | $309.16 | 4.87% | 142.95% | 189.33% | — | — | −18,950 | EXITED |
| 16 | AMKR | AMKOR TECHNOLOGY INC | $68.26 | 5.10% | 241.62% | 181.98% | — | — | −70,395 | EXITED |
| 17 | MNDY | MONDAY COM LTD | $85.74 | -1.80% | -71.92% | -61.25% | — | — | −15,343 | EXITED |
| 18 | BWXT | BWX TECHNOLOGIES INC | — | — | 44.15% | 242.83% | — | — | −7,220 | EXITED |
| 19 | NOW | SERVICENOW INC | $112.45 | -5.79% | -45.42% | -4.36% | — | — | −5,415 | EXITED |
| 20 | VRT | VERTIV HOLDINGS CO | $300.51 | -7.23% | 160.82% | 976.62% | — | — | −4,500 | EXITED |
Source: SEC EDGAR · accession 0001805591-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.