Andar Capital Management HK Ltd
Andar Capital Management HK Ltd reported 13 US-listed holdings worth $222.8 million in its 13F for the quarter ended 30 June 2026, filed 7 August 2026. Its largest: Vicor Corp. (17.2%), Micron Technology Inc. (15.4%) and Tower Semiconductor Ltd (12.6%). Against the quarter before, it opened 7 positions, added to 3, trimmed 3 and sold out of 7.
The 13 largest of its 13 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +324.7% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 7
- Roundhill ETF Trust DRAM$17.3 million
- Diodes Inc. DIOD$8.8 million
- Vishay Intertechnology Inc. VSH$8.6 million
- Vishay Precision Group Inc. VPG$6.7 million
- Knowles Corp. KN$4.9 million
- Formfactor Inc. FORM$4.3 million
- Atomera Inc. ATOM$783,900
Added to 3
- Micron Technology Inc. MU+25,700 shares · +642%
- Vicor Corp. VICR+46,100 shares · +84%
- Teradyne, Inc. TER+800 shares · +2%
Trimmed 3
- Tower Semiconductor Ltd TSEM-22,000 shares · -17%
- Semtech Corp. SMTC-34,000 shares · -17%
- Onto Innovation Inc. ONTO-9,000 shares · -12%
Sold out of 7
- Applied Optoelectronics, Inc. AAOI$11.3 million last quarter
- Fabrinet FN$7.8 million last quarter
- Lumentum Holdings Inc. LITE$7.7 million last quarter
- Nlight, Inc. LASR$5.1 million last quarter
- Advanced Micro Devices Inc. AMD$4.5 million last quarter
- Sandisk Corp. SNDK$4.3 million last quarter
- Sitime Corp. SITM$1.1 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Vicor Corp. VICR | 101.1K | $38.4 million | 17.23% | +46.1K |
| Micron Technology Inc. MU | 29.7K | $34.3 million | 15.39% | +25.7K |
| Tower Semiconductor Ltd TSEM | 108.0K | $28.1 million | 12.63% | -22.0K |
| Semtech Corp. SMTC | 162.0K | $26.2 million | 11.77% | -34.0K |
| Onto Innovation Inc. ONTO | 69.0K | $26.1 million | 11.72% | -9.0K |
| Teradyne, Inc. TER | 37.8K | $18.3 million | 8.21% | +800 |
| Roundhill ETF Trust DRAM | 234.0K | $17.3 million | 7.76% | new |
| Diodes Inc. DIOD | 80.0K | $8.8 million | 3.93% | new |
| Vishay Intertechnology Inc. VSH | 160.0K | $8.6 million | 3.86% | new |
| Vishay Precision Group Inc. VPG | 45.0K | $6.7 million | 3.03% | new |
| Knowles Corp. KN | 117.0K | $4.9 million | 2.18% | new |
| Formfactor Inc. FORM | 27.0K | $4.3 million | 1.94% | new |
| Atomera Inc. ATOM | 90.0K | $783,900 | 0.35% | new |