Andar Capital Management HK Ltd
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Andar Capital Management HK Ltd reported 13 stock positions worth $222.8 million. Its top holding was Vicor (VICR) at 17.2% of the portfolio, followed by Micron Technology (MU, 15.4%) and Tower Semiconductor (TSEM, 12.6%). Compared with Q1 2026, it opened 7 new positions, sold out of 7, added to 3 and reduced 3. The biggest buy was Micron Technology (MU, shares +643%) and the biggest sale an exit from Applied Optoelectronics (AAOI).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0001805591
- Portfolio Value
- $222.8M (Q2 2026)
- SEC Filing
- 0001805591-26-000008 ↗ filed Aug 7, 2026
Holdings Value
Holdings 13 stocks · $222.8M
| VICR Vicor Corp. | 17.23% | 101,100 | $38.4M | Add +83.8% |
| MU Micron Technology Inc. | 15.39% | 29,700 | $34.3M | Add +642.5% |
| TSEM Tower Semiconductor Ltd. | 12.63% | 108,000 | $28.1M | Reduce -16.9% |
| SMTC Semtech Corp. | 11.77% | 162,000 | $26.2M | Reduce -17.4% |
| ONTO Onto Innovation Inc. | 11.72% | 69,000 | $26.1M | Reduce -11.5% |
| TER Teradyne Inc. | 8.21% | 37,800 | $18.3M | Add +2.2% |
| DRAM Roundhill Memory ETF | 7.76% | 234,000 | $17.3M | New |
| DIOD Diodes Inc. | 3.93% | 80,000 | $8.8M | New |
| VSH Vishay Intertechnology Inc. | 3.86% | 160,000 | $8.6M | New |
| VPG Vishay Precision Group | 3.03% | 45,000 | $6.7M | New |
| KN Knowles Corp. | 2.18% | 117,000 | $4.9M | New |
| FORM Formfactor Inc. | 1.94% | 27,000 | $4.3M | New |
| ATOM Atomera Inc. | 0.35% | 90,000 | $784K | New |
Portfolio Sells Q1 2026 → Q2 2026
| AAOI Applied Optoelectronics Inc. | Sold out | 0.00% | −9.69 |
| TSEM Tower Semiconductor Ltd. | Reduce -16.9% | 12.63% | −6.87 |
| FN Fabrinet | Sold out | 0.00% | −6.69 |
| LITE Lumentum Holdings Inc. | Sold out | 0.00% | −6.61 |
| LASR Nlight Inc. | Sold out | 0.00% | −4.39 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −3.83 |
| SNDK Sandisk Corp. | Sold out | 0.00% | −3.69 |
| ONTO Onto Innovation Inc. | Reduce -11.5% | 11.72% | −1.96 |
| SMTC Semtech Corp. | Reduce -17.4% | 11.77% | −1.12 |
| SITM Sitime Corp. | Sold out | 0.00% | −0.92 |
Portfolio Buys Q1 2026 → Q2 2026
| MU Micron Technology Inc. | Add +642.5% | 15.39% | +14.23 |
| VICR Vicor Corp. | Add +83.8% | 17.23% | +9.66 |
| DRAM Roundhill Memory ETF | New | 7.76% | +7.76 |
| DIOD Diodes Inc. | New | 3.93% | +3.93 |
| VSH Vishay Intertechnology Inc. | New | 3.86% | +3.86 |
| VPG Vishay Precision Group | New | 3.03% | +3.03 |
| KN Knowles Corp. | New | 2.18% | +2.18 |
| FORM Formfactor Inc. | New | 1.94% | +1.94 |
| ATOM Atomera Inc. | New | 0.35% | +0.35 |
| TER Teradyne Inc. | Add +2.2% | 8.21% | −1.17 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 13 | $222.8M | VICR, MU, TSEM, SMTC, ONTO |
| Q1 2026 | 13 | $116.9M | TSEM, ONTO, SMTC, AAOI, TER |
| Q4 2025 | 15 | $92.8M | CRDO, SMTC, ONTO, AMD, TSEM |
| Q3 2025 | 20 | $98.9M | CRDO, ONTO, TER, AMD, IBIT |
| Q2 2025 | 19 | $85.6M | CRDO, AMD, SMTC, NOW, IBIT |
| Q1 2025 | 15 | $51.9M | CRDO, AMD, NOW, ANET, MNDY |
| Q4 2024 | 16 | $77.5M | ASML, CRDO, ESTC, AMD, TSM |
| Q3 2024 | 17 | $75.6M | ESTC, AMD, PINS, CRDO, SMCI |
| Q2 2024 | 20 | $72.0M | AMD, TER, META, NET, S |
| Q1 2024 | 13 | $69.3M | AMD, MDB, ANET, DT, TEAM |