2026 Q1 Portfolio Activity
In 2026 Q1, Andar Capital Management HK Ltd maintained a portfolio of 20 distinct positions. The most significant new addition was APPLIED OPTOELECTRONICS INC, now representing 9.69% of the total fund value. They heavily accumulated shares in TOWER SEMICONDUCTOR LTD, increasing the position by 44.0%. Conversely, Andar Capital Management HK Ltd completely exited their position in CREDO TECHNOLOGY GROUP HOLDI.
Position History
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Total Positions
20
Quarter
2026 Q1
Top Holding
TSEM (19.5%)
Top 10 Concentration
94.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-20 of 20
Andar Capital Management HK Ltd Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TSEM
TOWER SEMICONDU...
|
Technology | 19.51% | 11.42% |
#1
4
Prev: #5
|
8.5 |
—
|
39,750 | 44.0% |
P
S
|
130,000 | $22,812,400 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
ONTO
ONTO INNOVATION...
|
Technology | 13.68% | 14.74% |
#2
1
Prev: #3
|
6.0 |
—
|
-8,640 | -10.0% |
P
S
|
78,000 | $15,995,460 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SMTC
SEMTECH CORP
|
Technology | 12.89% | 15.05% |
#3
1
Prev: #2
|
5.5 |
—
|
6,475 | 3.4% |
P
S
|
196,000 | $15,070,440 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AAOI
APPLIED OPTOELE...
|
Technology | 9.69% | — |
#4
Prev: #—
|
7.9 |
—
|
134,000 | — |
NEW
|
134,000 | $11,335,060 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
TER
TERADYNE INC
|
Technology | 9.38% | 7.53% |
#5
1
Prev: #6
|
4.8 |
—
|
900 | 2.5% |
P
S
|
37,000 | $10,969,020 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VICR
VICOR CORP
|
Technology | 7.57% | 3.78% |
#6
3
Prev: #9
|
6.0 |
—
|
23,000 | 71.9% |
P
S
|
55,000 | $8,855,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
FN
FABRINET
|
Technology | 6.69% | 3.10% |
#7
3
Prev: #10
|
5.7 |
—
|
8,682 | 137.4% |
P
S
|
15,000 | $7,822,800 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
LITE
LUMENTUM HLDGS ...
|
Technology | 6.61% | 4.66% |
#8
1
Prev: #7
|
3.1 |
—
|
-733 | -6.2% |
P
S
|
11,000 | $7,730,360 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
LASR
NLIGHT INC
|
Technology | 4.39% | — |
#9
Prev: #—
|
5.3 |
—
|
90,000 | — |
NEW
|
90,000 | $5,131,800 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 3.83% | 11.46% |
#10
6
Prev: #4
|
1.5 |
—
|
-27,638 | -55.7% |
P
S
|
22,000 | $4,475,460 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SNDK
SANDISK CORP
|
Technology | 3.69% | — |
#11
Prev: #—
|
5.0 |
—
|
6,800 | — |
NEW
|
6,800 | $4,320,312 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 1.16% | — |
#12
Prev: #—
|
4.0 |
—
|
4,000 | — |
NEW
|
4,000 | $1,351,360 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SITM
SITIME CORP
|
Technology | 0.92% | — |
#13
Prev: #—
|
3.9 |
—
|
3,100 | — |
NEW
|
3,100 | $1,070,585 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 0.00% | 0.79% |
Sold All 😨
(Was: #15) |
0.0 |
—
|
-4,500 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
NOW
SERVICENOW INC
|
Technology | 0.00% | 0.89% |
Sold All 😨
(Was: #14) |
0.0 |
—
|
-5,415 | -100.0% |
CLOSED
|
— | $— | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
BWXT
BWX TECHNOLOGIE...
|
Industrials | 0.00% | 1.35% |
Sold All 😨
(Was: #13) |
0.0 |
—
|
-7,220 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MNDY
MONDAY COM LTD
|
Technology | 0.00% | 2.44% |
Sold All 😨
(Was: #12) |
0.0 |
—
|
-15,343 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AMKR
AMKOR TECHNOLOG...
|
Technology | 0.00% | 3.00% |
Sold All 😨
(Was: #11) |
0.0 |
—
|
-70,395 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AEIS
ADVANCED ENERGY...
|
Industrials | 0.00% | 4.28% |
Sold All 😨
(Was: #8) |
0.0 |
—
|
-18,950 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
CRDO
CREDO TECHNOLOG...
|
Technology | 0.00% | 15.51% |
Sold All 😨
(Was: #1) |
0.0 |
—
|
-100,000 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 |
Showing 1-20 of 20 holdings