Universe · entity
Andar Capital Management HK Ltd
Institutional manager (13F) · CIK 1805591
13F holdings · as of 2026-03-31 · top 13 · reported portfolio $117M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | TOWER SEMICONDUCTOR LTD | $23M | 130,000 |
| 2 | ONTO INNOVATION INC | $16M | 78,000 |
| 3 | SEMTECH CORP | $15M | 196,000 |
| 4 | APPLIED OPTOELECTRONICS INC | $11M | 134,000 |
| 5 | TERADYNE INC | $11M | 37,000 |
| 6 | VICOR CORP | $9M | 55,000 |
| 7 | FABRINET | $8M | 15,000 |
| 8 | LUMENTUM HLDGS INC | $8M | 11,000 |
| 9 | NLIGHT INC | $5M | 90,000 |
| 10 | ADVANCED MICRO DEVICES INC | $4M | 22,000 |
| 11 | SANDISK CORP | $4M | 6,800 |
| 12 | MICRON TECHNOLOGY INC | $1M | 4,000 |
| 13 | SITIME CORP | $1M | 3,100 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.