Q2 2026 13F · SEC CIK 1805591
Andar Capital Management HK Ltd
Hedge fundFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $222.8M
- Reported positions
- 13
- Top holdings a year, 3 yrs
- +70.4%
- Average holding period
- 3 qtrs
Andar Capital Management HK Ltd is a hedge fund that reported 13 positions worth $222.8M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Vicor Corp (VICR, 17.2%), Micron Technology Inc (MU, 15.4%), Tower Semiconductor Ltd (TSEM, 12.6%). A portfolio copying its top holdings returned 70.4% a year over the last 3 years, against 20.4% for the S&P 500.
Andar Capital Management HK Ltd holdings all 13 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| VICRVicor Corp | 17.2% | +83.8% | $38.4M |
| MUMicron Technology Inc | 15.4% | +642.5% | $34.3M |
| TSEMTower Semiconductor Ltd | 12.6% | -16.9% | $28.1M |
| SMTCSemtech Corp | 11.8% | -17.3% | $26.2M |
| ONTOOnto Innovation Inc | 11.7% | -11.5% | $26.1M |
| TERTeradyne Inc | 8.2% | +2.2% | $18.3M |
| DRAMRoundhill ETF Trust | 7.8% | — | $17.3M |
| DIODDiodes Inc | 3.9% | — | $8.8M |
| VSHVishay Intertechnology Inc | 3.9% | — | $8.6M |
| VPGVishay Precision Group Inc | 3.0% | — | $6.7M |
| KNKnowles Corp | 2.2% | — | $4.9M |
| FORMFormFactor Inc | 1.9% | — | $4.3M |
| ATOMAtomera Inc | 0.4% | — | $784K |
What Andar Capital Management HK Ltd bought and sold in Q2 2026, against Q1 2026.
New positions
- DRAM Roundhill ETF Trust7.8% of 13F
- DIOD Diodes Inc3.9% of 13F
- VSH Vishay Intertechnology Inc3.9% of 13F
- VPG Vishay Precision Group Inc3.0% of 13F
- KN Knowles Corp2.2% of 13F
- FORM FormFactor Inc1.9% of 13F
- ATOM Atomera Inc0.4% of 13F
Added to
- MU Micron Technology Inc+642.5% shares
- VICR Vicor Corp+83.8% shares
Reduced
- SMTC Semtech Corp-17.3% shares
- TSEM Tower Semiconductor Ltd-16.9% shares
- ONTO Onto Innovation Inc-11.5% shares
Sold out
- AAOI Applied Optoelectronics Incwas 9.7%
- FN Fabrinetwas 6.7%
- LITE Lumentum Hldgs Incwas 6.6%
- LASR Nlight Incwas 4.4%
- AMD Advanced Micro Devices Incwas 3.8%
- SNDK Sandisk Corpwas 3.7%
- SITM Sitime Corpwas 0.9%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +134.5% /yr
- S&P 500 +20.1%
- 3 years
- +70.4% /yr
- S&P 500 +20.4%
- 5 years
- +27.3% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $222.8M | 13 |
| Q1 2026 | $116.9M | 13 |
| Q4 2025 | $92.8M | 15 |
| Q3 2025 | $98.9M | 20 |
| Q2 2025 | $85.6M | 19 |
| Q1 2025 | $51.9M | 15 |
| Q4 2024 | $77.5M | 16 |
| Q3 2024 | $75.6M | 17 |
| Q2 2024 | $72.0M | 20 |
| Q1 2024 | $69.3M | 13 |
| Q4 2023 | $70.9M | 19 |
| Q3 2023 | $39.7M | 11 |
Questions about Andar Capital Management HK Ltd's portfolio
What stocks does Andar Capital Management HK Ltd own?
Andar Capital Management HK Ltd's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 13 positions worth $222.8M. The largest are Vicor Corp (VICR) at 17.2%, Micron Technology Inc (MU) at 15.4%, Tower Semiconductor Ltd (TSEM) at 12.6%, Semtech Corp (SMTC) at 11.8% and Onto Innovation Inc (ONTO) at 11.7%.
What did Andar Capital Management HK Ltd buy last quarter?
In Q2 2026, Andar Capital Management HK Ltd added a new position in Roundhill ETF Trust (DRAM), a new position in Diodes Inc (DIOD), a new position in Vishay Intertechnology Inc (VSH), a new position in Vishay Precision Group Inc (VPG), a new position in Knowles Corp (KN), Micron Technology Inc (MU) (+642.5% shares) and Vicor Corp (VICR) (+83.8% shares), compared with its Q1 2026 filing.
What did Andar Capital Management HK Ltd sell last quarter?
In Q2 2026, Andar Capital Management HK Ltd sold all of Applied Optoelectronics Inc (AAOI), sold all of Fabrinet (FN), sold all of Lumentum Hldgs Inc (LITE), sold all of Nlight Inc (LASR), sold all of Advanced Micro Devices Inc (AMD), Semtech Corp (SMTC) (-17.3% shares), Tower Semiconductor Ltd (TSEM) (-16.9% shares) and Onto Innovation Inc (ONTO) (-11.5% shares), compared with its Q1 2026 filing.
How has Andar Capital Management HK Ltd's portfolio performed?
A portfolio copying Andar Capital Management HK Ltd's 20 largest 13F holdings each quarter, from the day each filing was public, returned +70.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +134.5% against +20.1%. Over 5 years: +27.3% a year against +11.6%.
When is Andar Capital Management HK Ltd's next 13F filing due?
13F filings are due 45 days after each quarter ends. Andar Capital Management HK Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.