
ANDAR CAPITAL MANAGEMENT HK LTD
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | SMTC | 196K | $15.07M |
![]() | AAOI | 134K | $11.34M |
![]() | TSEM | 130K | $22.81M |
![]() | LASR | 90K | $5.13M |
![]() | ONTO | 78K | $16.00M |
![]() | VICR | 55K | $8.86M |
![]() | TER | 37K | $10.97M |
![]() | AMD | 22K | $4.48M |
![]() | FN | 15K | $7.82M |
![]() | LITE | 11K | $7.73M |
![]() | SNDK | 7K | $4.32M |
![]() | MU | 4K | $1.35M |
![]() | SITM | 3K | $1.07M |

Semtech Corporation
SMTC
Shares Held
196K
Value
$15.07M

Applied Optoelectronics, Inc.
AAOI
Shares Held
134K
Value
$11.34M

Tower Semiconductor Ltd.
TSEM
Shares Held
130K
Value
$22.81M

nLIGHT, Inc.
LASR
Shares Held
90K
Value
$5.13M

Onto Innovation Inc.
ONTO
Shares Held
78K
Value
$16.00M

Vicor Corporation
VICR
Shares Held
55K
Value
$8.86M

Teradyne, Inc.
TER
Shares Held
37K
Value
$10.97M

Advanced Micro Devices, Inc.
AMD
Shares Held
22K
Value
$4.48M

Fabrinet
FN
Shares Held
15K
Value
$7.82M

Lumentum Holdings Inc.
LITE
Shares Held
11K
Value
$7.73M

Sandisk Corporation
SNDK
Shares Held
7K
Value
$4.32M

Micron Technology, Inc.
MU
Shares Held
4K
Value
$1.35M

SiTime Corporation
SITM
Shares Held
3K
Value
$1.07M
