Andar Capital Management HK
HONG KONG, K3files as Andar Capital Management HK Ltd
$223m in 13 US stocks at the end of 30 June 2026. The top 10 are 95.5% of the money. It changed about 46.9% of the portfolio this quarter.
Value
$223m
Stocks
13
Top 10 share
95.5%
Turnover
46.9%
What changed this quarter
New
Bought for the first time this quarter.
- Roundhill ETF TrustDRAM7.8% of the fund
- Diodes INC /delDIOD3.9% of the fund
- Vishay IntertechnologyVSH3.9% of the fund
- Vishay Precision GroupVPG3.0% of the fund
- KnowlesKN2.2% of the fund
- FormfactorFORM1.9% of the fund
- AtomeraATOM0.4% of the fund
Added
Bought more of a stock they already held.
- VicorVICR17.2% of the fund+84%
- Micron TechnologyMU15.4% of the fund+643%
- TeradyneTER8.2% of the fund+2%
Cut
Sold some of their stake.
- Tower SemiconductorTSEM12.6% of the fund-17%
- SemtechSMTC11.8% of the fund-17%
- Onto InnovationONTO11.7% of the fund-12%
Sold out
Sold their entire stake.
- Applied OptoelectronicsAAOI-100%
- FabrinetFN-100%
- Lumentum HoldingsLITE-100%
- NlightLASR-100%
- Advanced Micro DevicesAMD-100%
- SandiskSNDK-100%
- SitimeSITM-100%
Holdings
- Roundhill ETF TrustDRAM
- Share
- 7.8%
- Value
- $17m
- Shares
- 234,000
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| VicorVICR | 17.2% | $38m | 101,100 | +84% |
| Micron TechnologyMU | 15.4% | $34m | 29,700 | +643% |
| Tower SemiconductorTSEM | 12.6% | $28m | 108,000 | -17% |
| SemtechSMTC | 11.8% | $26m | 162,000 | -17% |
| Onto InnovationONTO | 11.7% | $26m | 69,000 | -12% |
| TeradyneTER | 8.2% | $18m | 37,800 | +2% |
| Roundhill ETF TrustDRAM | 7.8% | $17m | 234,000 | New |
| Diodes INC /delDIOD | 3.9% | $9m | 80,000 | New |
| Vishay IntertechnologyVSH | 3.9% | $9m | 160,000 | New |
| Vishay Precision GroupVPG | 3.0% | $7m | 45,000 | New |
| KnowlesKN | 2.2% | $5m | 117,000 | New |
| FormfactorFORM | 1.9% | $4m | 27,000 | New |
| AtomeraATOM | 0.4% | $783,900 | 90,000 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 160.4% since 30 June 2025.
Where the money is
Technology75.0%
Industrials17.2%
Other7.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.