Andar Capital Management HK Ltd 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Andar Capital Management HK Ltd disclosed 20 US equity positions worth $98.9m in its Q3 2025 13F filing. The largest position was CRDO at 15.0% of the reported book, followed by ONTO and TER. Against the Q2 2025 filing, it opened 10 new positions, added to 4 and reduced 6 among the top 20 holdings.
What did Andar Capital Management HK Ltd own in Q3 2025? Top 20 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CRDO CREDO TECHNOLOGY GROUP HOLDI | Technology | 15.0% | $14.9m | 102,000 | -40% | reduced |
| 2 | ONTO ONTO INNOVATION INC | Technology | 14.4% | $14.2m | 110,000 | – | new |
| 3 | TER TERADYNE INC | Technology | 10.6% | $10.5m | 76,000 | 27% | added |
| 4 | AMD ADVANCED MICRO DEVICES INC | Technology | 8.2% | $8.1m | 50,000 | -46% | reduced |
| 5 | IBIT ISHARES BITCOIN TRUST ETF | 7.8% | $7.7m | 118,000 | 31% | added | |
| 6 | SMTC SEMTECH CORP | Technology | 7.2% | $7.1m | 100,000 | -38% | reduced |
| 7 | ANET ARISTA NETWORKS INC | Technology | 7.1% | $7.0m | 48,000 | 20% | added |
| 8 | FN FABRINET | Technology | 3.1% | $3.1m | 8,400 | – | new |
| 9 | TSEM TOWER SEMICONDUCTOR LTD | Technology | 3.1% | $3.0m | 42,000 | – | new |
| 10 | SNPS SYNOPSYS INC | Technology | 3.0% | $3.0m | 6,000 | – | new |
| 11 | COHR COHERENT CORP | Technology | 2.8% | $2.8m | 26,000 | -41% | reduced |
| 12 | RDW REDWIRE CORPORATION | Industrials | 2.7% | $2.7m | 300,000 | 76% | added |
| 13 | ON ON SEMICONDUCTOR CORP | Technology | 2.5% | $2.5m | 50,000 | – | new |
| 14 | CLS CELESTICA INC | Technology | 2.5% | $2.5m | 10,000 | -52% | reduced |
| 15 | AMZN AMAZON COM INC | Consumer Cyclical | 2.2% | $2.2m | 10,000 | – | new |
| 16 | SMR NUSCALE PWR CORP | Industrials | 2.2% | $2.2m | 60,000 | – | new |
| 17 | FLNC FLUENCE ENERGY INC | Utilities | 2.2% | $2.2m | 200,000 | – | new |
| 18 | ALAB ASTERA LABS INC | Technology | 2.0% | $2.0m | 10,000 | -23% | reduced |
| 19 | GRAB HOLDINGS LIMITED | 1.5% | $1.4m | 240,000 | – | new | |
| 20 | WOLF WOLFSPEED INC | Technology | 0.0% | $47.8k | 1,670 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.