ANDAR CAPITAL MANAGEMENT HK LTD
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SMTC | 190K | $13.97M |
 | CRDO | 100K | $14.39M |
 | TSEM | 90K | $10.60M |
 | ONTO | 87K | $13.68M |
 | AMKR | 70K | $2.78M |
 | AMD | 50K | $10.63M |
 | TER | 36K | $6.99M |
 | VICR | 32K | $3.51M |
 | AEIS | 19K | $3.97M |
 | MNDY | 15K | $2.26M |
 | LITE | 12K | $4.32M |
 | BWXT | 7K | $1.25M |
 | FN | 6K | $2.88M |
 | NOW | 5K | $829.52K |
 | VRT | 5K | $729.04K |
Semtech Corporation
SMTC
Shares Held
190K
Value
$13.97M
Credo Technology Group Holding Ltd
CRDO
Shares Held
100K
Value
$14.39M
Tower Semiconductor Ltd.
TSEM
Shares Held
90K
Value
$10.60M
Onto Innovation Inc.
ONTO
Shares Held
87K
Value
$13.68M
Amkor Technology, Inc.
AMKR
Shares Held
70K
Value
$2.78M
Advanced Micro Devices, Inc.
AMD
Shares Held
50K
Value
$10.63M
Teradyne, Inc.
TER
Shares Held
36K
Value
$6.99M
Vicor Corporation
VICR
Shares Held
32K
Value
$3.51M
Advanced Energy Industries, Inc.
AEIS
Shares Held
19K
Value
$3.97M
monday.com Ltd.
MNDY
Shares Held
15K
Value
$2.26M
Lumentum Holdings Inc.
LITE
Shares Held
12K
Value
$4.32M
BWX Technologies, Inc.
BWXT
Shares Held
7K
Value
$1.25M
Fabrinet
FN
Shares Held
6K
Value
$2.88M
ServiceNow, Inc.
NOW
Shares Held
5K
Value
$829.52K
Vertiv Holdings Co
VRT
Shares Held
5K
Value
$729.04K