Andar Capital Management HK LTD 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Andar Capital Management HK LTD disclosed 13 US equity positions worth $222.8m in its Q2 2026 13F filing. The largest position was VICR at 17.2% of the reported book, followed by MU and TSEM. Against the Q1 2026 filing, it opened 7 new positions, added to 3 and reduced 3 among the top 13 holdings.
What did Andar Capital Management HK LTD own in Q2 2026? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | VICR VICOR CORP | Technology | 17.2% | $38.4m | 101,100 | 84% | added |
| 2 | MU MICRON TECHNOLOGY INC | Technology | 15.4% | $34.3m | 29,700 | 642% | added |
| 3 | TSEM TOWER SEMICONDUCTOR LTD | Technology | 12.6% | $28.1m | 108,000 | -17% | reduced |
| 4 | SMTC SEMTECH CORP | Technology | 11.8% | $26.2m | 162,000 | -17% | reduced |
| 5 | ONTO ONTO INNOVATION INC | Technology | 11.7% | $26.1m | 69,000 | -12% | reduced |
| 6 | TER TERADYNE INC | Technology | 8.2% | $18.3m | 37,800 | 2% | added |
| 7 | DRAM ROUNDHILL ETF TRUST | 7.8% | $17.3m | 234,000 | – | new | |
| 8 | DIOD DIODES INC | Technology | 3.9% | $8.8m | 80,000 | – | new |
| 9 | VSH VISHAY INTERTECHNOLOGY INC | Technology | 3.9% | $8.6m | 160,000 | – | new |
| 10 | VPG VISHAY PRECISION GROUP INC | Technology | 3.0% | $6.7m | 45,000 | – | new |
| 11 | KN KNOWLES CORP | Technology | 2.2% | $4.9m | 117,000 | – | new |
| 12 | FORM FORMFACTOR INC | Technology | 1.9% | $4.3m | 27,000 | – | new |
| 13 | ATOM ATOMERA INC | 0.4% | $783.9k | 90,000 | – | 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.