Andar Capital Management HK LTD 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Andar Capital Management HK LTD disclosed 13 US equity positions worth $116.9m in its Q1 2026 13F filing. The largest position was TSEM at 19.5% of the reported book, followed by ONTO and SMTC.
What did Andar Capital Management HK LTD own in Q1 2026? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | TSEM TOWER SEMICONDUCTOR LTD | Technology | 19.5% | $22.8m | 130,000 | – | |
| 2 | ONTO ONTO INNOVATION INC | Technology | 13.7% | $16.0m | 78,000 | – | |
| 3 | SMTC SEMTECH CORP | Technology | 12.9% | $15.1m | 196,000 | – | |
| 4 | AAOI APPLIED OPTOELECTRONICS INC | Technology | 9.7% | $11.3m | 134,000 | – | |
| 5 | TER TERADYNE INC | Technology | 9.4% | $11.0m | 37,000 | – | |
| 6 | VICR VICOR CORP | Technology | 7.6% | $8.9m | 55,000 | – | |
| 7 | FN FABRINET | Technology | 6.7% | $7.8m | 15,000 | – | |
| 8 | LITE LUMENTUM HLDGS INC | Technology | 6.6% | $7.7m | 11,000 | – | |
| 9 | LASR NLIGHT INC | Technology | 4.4% | $5.1m | 90,000 | – | |
| 10 | AMD ADVANCED MICRO DEVICES INC | Technology | 3.8% | $4.5m | 22,000 | – | |
| 11 | SNDK SANDISK CORP | Technology | 3.7% | $4.3m | 6,800 | – | |
| 12 | MU MICRON TECHNOLOGY INC | Technology | 1.2% | $1.4m | 4,000 | – | |
| 13 | SITM SITIME CORP | Technology | 0.9% | $1.1m | 3,100 | – |
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.