Andar Capital Management Hk Ltd Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Andar Capital Management Hk Ltd disclosed 12 stock positions valued at approximately $222.79M as of quarter-end June 30, 2026. The largest holdings include VICOR CORP, MICRON TECHNOLOGY INC, and TOWER SEMICONDUCTOR LTD.
- Report Period
- June 30, 2026
- No. of Stocks
- 12
- Portfolio Value
- $222.79M
Holdings by Sector
Andar Capital Management Hk Ltd Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VICOR CORP | VICR | Technology | 17.23% | 101,100 | +46,100 | +83.82% | $38,395,758 |
| MICRON TECHNOLOGY INC | MU | Technology | 15.39% | 29,700 | +25,700 | +642.50% | $34,282,413 |
| TOWER SEMICONDUCTOR LTD | TSEM | Other | 12.63% | 108,000 | -22,000 | -16.92% | $28,149,120 |
| SEMTECH CORP | SMTC | Technology | 11.77% | 162,000 | -34,000 | -17.35% | $26,219,700 |
| ONTO INNOVATION INC | ONTO | Technology | 11.72% | 69,000 | -9,000 | -11.54% | $26,113,050 |
| TERADYNE INC | TER | Technology | 8.21% | 37,800 | +800 | +2.16% | $18,289,152 |
| DIODES INC | DIOD | Technology | 3.93% | 80,000 | +80,000 | +100.00% | $8,755,200 |
| VISHAY INTERTECHNOLOGY INC | VSH | Technology | 3.86% | 160,000 | +160,000 | +100.00% | $8,604,800 |
| VISHAY PRECISION GROUP INC | VPG | Technology | 3.03% | 45,000 | +45,000 | +100.00% | $6,745,950 |
| KNOWLES CORP | KN | Technology | 2.18% | 117,000 | +117,000 | +100.00% | $4,853,160 |
| FORMFACTOR INC | FORM | Technology | 1.94% | 27,000 | +27,000 | +100.00% | $4,318,110 |
| ATOMERA INC | ATOM | Technology | 0.35% | 90,000 | +90,000 | +100.00% | $783,900 |
Showing 12 of 12 holdings in the latest reporting period.