Andar Capital Management Hk Ltd Portfolio Stock Holdings
Andar Capital Management Hk Ltd disclosed 13 stock positions valued at approximately $116.9 million in its latest SEC 13F filing. The largest holdings include ONTO INNOVATION INC, SEMTECH CORP, and APPLIED OPTOELECTRONICS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 8, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 13
- Portfolio Value
- $116.9M
Holdings by Sector
Andar Capital Management Hk Ltd Portfolio Holdings in Q1 2026
12 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ONTO INNOVATION INC | ONTO | Technology | 13.68% | 78,000 | -8,640 | -9.97% | $15,995,460 |
| SEMTECH CORP | SMTC | Technology | 12.89% | 196,000 | +6,475 | +3.42% | $15,070,440 |
| APPLIED OPTOELECTRONICS INC | AAOI | Technology | 9.69% | 134,000 | +134,000 | +100.00% | $11,335,060 |
| TERADYNE INC | TER | Technology | 9.38% | 37,000 | +900 | +2.49% | $10,969,020 |
| VICOR CORP | VICR | Technology | 7.57% | 55,000 | +23,000 | +71.88% | $8,855,000 |
| FABRINET | FN | Other | 6.69% | 15,000 | +8,682 | +137.42% | $7,822,800 |
| LUMENTUM HLDGS INC | LITE | Technology | 6.61% | 11,000 | -733 | -6.25% | $7,730,360 |
| NLIGHT INC | LASR | Technology | 4.39% | 90,000 | +90,000 | +100.00% | $5,131,800 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 3.83% | 22,000 | -27,638 | -55.68% | $4,475,460 |
| SANDISK CORP | SNDK | Other | 3.69% | 6,800 | +6,800 | +100.00% | $4,320,312 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.16% | 4,000 | +4,000 | +100.00% | $1,351,360 |
| SITIME CORP | SITM | Technology | 0.92% | 3,100 | +3,100 | +100.00% | $1,070,585 |