The Analysis of Andar Capital Management HK Ltd's Holdings
Currently, Andar Capital Management HK Ltd holds 15 types of securities in its portfolio with a total value $92.8M. In the most recent quarter, they have increased their positions in SMTC (+89.5K shares, valued at $6.6M), TSEM (+48.3K shares, valued at $5.7M), LITE (+11.7K shares, valued at $4.3M); decreased their positions in TER (-39.9K shares, valued at $7.7M), ONTO (-23.4K shares, valued at $3.7M), FN (-2.1K shares, valued at $947.9K); initiated new positions in LITE (+11.7K shares, valued at $4.3M), AEIS (+18.9K shares, valued at $4.0M), VICR (+32.0K shares, valued at $3.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CRDO CREDO TECHNOLOGY GROUP HOLDI100.0K shares-1.96%2025-12-312026-02-10
SMTC SEMTECH CORP189.5K shares89.53%2025-12-312026-02-10 ONTO ONTO INNOVATION INC86.6K shares-21.24%2025-12-312026-02-10 AMD ADVANCED MICRO DEVICES INC49.6K shares-0.72%2025-12-312026-02-10 TSEM TOWER SEMICONDUCTOR LTD90.3K shares114.88%2025-12-312026-02-10 TER TERADYNE INC36.1K shares-52.50%2025-12-312026-02-10 LITE LUMENTUM HLDGS INC11.7K sharesnew addition2025-12-312026-02-10 AEIS ADVANCED ENERGY INDS18.9K sharesnew addition2025-12-312026-02-10 VICR VICOR CORP32.0K sharesnew addition2025-12-312026-02-10 FN FABRINET6.3K shares-24.79%2025-12-312026-02-10 AMKR AMKOR TECHNOLOGY INC70.4K sharesnew addition2025-12-312026-02-10 MNDY MONDAY COM LTD15.3K sharesnew addition2025-12-312026-02-10 BWXT BWX TECHNOLOGIES INC7.2K sharesnew addition2025-12-312026-02-10 NOW SERVICENOW INC5.4K sharesnew addition2025-12-312026-02-10 VRT VERTIV HOLDINGS CO4.5K sharesnew addition2025-12-312026-02-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available