Andar Capital Management HK Ltd: 13F holdings
CIK 18055912026Q2
| Positions | 13 |
|---|
| Reported value | $222.8m |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 13 (+0 vs prior quarter) |
|---|
| Reported value | $222.8m (+90.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VICR VICOR CORP | 101,100 | $38.4m | 17.2% |
| MU MICRON TECHNOLOGY INC | 29,700 | $34.3m | 15.4% |
| TOWER SEMICONDUCTOR LTD | 108,000 | $28.1m | 12.6% |
| SMTC SEMTECH CORP | 162,000 | $26.2m | 11.8% |
| ONTO ONTO INNOVATION INC | 69,000 | $26.1m | 11.7% |
| TER TERADYNE INC | 37,800 | $18.3m | 8.2% |
| DRAM ROUNDHILL ETF TRUST | 234,000 | $17.3m | 7.8% |
| DIOD DIODES INC | 80,000 | $8.8m | 3.9% |
| VSH VISHAY INTERTECHNOLOGY INC | 160,000 | $8.6m | 3.9% |
| VPG VISHAY PRECISION GROUP INC | 45,000 | $6.7m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1805591")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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