Andar Capital Management HK Ltd 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Andar Capital Management HK Ltd disclosed 15 US equity positions worth $92.8m in its Q4 2025 13F filing. The largest position was CRDO at 15.5% of the reported book, followed by SMTC and ONTO. Against the Q3 2025 filing, it opened 8 new positions, added to 2 and reduced 5 among the top 15 holdings.
What did Andar Capital Management HK Ltd own in Q4 2025? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CRDO CREDO TECHNOLOGY GROUP HOLDI | Technology | 15.5% | $14.4m | 100,000 | -2% | reduced |
| 2 | SMTC SEMTECH CORP | Technology | 15.1% | $14.0m | 189,525 | 90% | added |
| 3 | ONTO ONTO INNOVATION INC | Technology | 14.7% | $13.7m | 86,640 | -21% | reduced |
| 4 | AMD ADVANCED MICRO DEVICES INC | Technology | 11.5% | $10.6m | 49,638 | -1% | reduced |
| 5 | TSEM TOWER SEMICONDUCTOR LTD | Technology | 11.4% | $10.6m | 90,250 | 115% | added |
| 6 | TER TERADYNE INC | Technology | 7.5% | $7.0m | 36,100 | -52% | reduced |
| 7 | LITE LUMENTUM HLDGS INC | Technology | 4.7% | $4.3m | 11,733 | – | new |
| 8 | AEIS ADVANCED ENERGY INDS | Industrials | 4.3% | $4.0m | 18,950 | – | new |
| 9 | VICR VICOR CORP | Technology | 3.8% | $3.5m | 32,000 | – | new |
| 10 | FN FABRINET | Technology | 3.1% | $2.9m | 6,318 | -25% | reduced |
| 11 | AMKR AMKOR TECHNOLOGY INC | Technology | 3.0% | $2.8m | 70,395 | – | new |
| 12 | MNDY MONDAY COM LTD | Technology | 2.4% | $2.3m | 15,343 | – | new |
| 13 | BWXT BWX TECHNOLOGIES INC | Industrials | 1.3% | $1.2m | 7,220 | – | new |
| 14 | NOW SERVICENOW INC | Technology | 0.9% | $829.5k | 5,415 | – | new |
| 15 | VRT VERTIV HOLDINGS CO | Industrials | 0.8% | $729.0k | 4,500 | – | 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.