Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Andar Capital Management HK Ltd (CIK 1805591) reported $116.9M across 13 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSEM ($22.8M, 19.51%), ONTO ($16.0M, 13.68%), SMTC ($15.1M, 12.89%), AAOI ($11.3M, 9.69%), TER ($11.0M, 9.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSEM | TOWER SEMICONDUCTOR LTD | $22.8M | 19.51% | 130,000 | Added |
| 2 | ONTO | ONTO INNOVATION INC | $16.0M | 13.68% | 78,000 | Trimmed |
| 3 | SMTC | SEMTECH CORP | $15.1M | 12.89% | 196,000 | Added |
| 4 | AAOI | APPLIED OPTOELECTRONICS INC | $11.3M | 9.69% | 134,000 | New |
| 5 | TER | TERADYNE INC | $11.0M | 9.38% | 37,000 | Added |
| 6 | VICR | VICOR CORP | $8.9M | 7.57% | 55,000 | Added |
| 7 | FN | FABRINET | $7.8M | 6.69% | 15,000 | Added |
| 8 | LITE | LUMENTUM HLDGS INC | $7.7M | 6.61% | 11,000 | Trimmed |
| 9 | LASR | NLIGHT INC | $5.1M | 4.39% | 90,000 | New |
| 10 | AMD | ADVANCED MICRO DEVICES INC | $4.5M | 3.83% | 22,000 | Trimmed |
| 11 | SNDK | SANDISK CORP | $4.3M | 3.69% | 6,800 | New |
| 12 | MU | MICRON TECHNOLOGY INC | $1.4M | 1.16% | 4,000 | New |
| 13 | SITM | SITIME CORP | $1.1M | 0.92% | 3,100 | New |
| 14 | AEIS | ADVANCED ENERGY INDS | $0 | 0.00% | 0 | Exited |
| 15 | AMKR | AMKOR TECHNOLOGY INC | $0 | 0.00% | 0 | Exited |
| 16 | BWXT | BWX TECHNOLOGIES INC | $0 | 0.00% | 0 | Exited |
| 17 | NOW | SERVICENOW INC | $0 | 0.00% | 0 | Exited |
| 18 | VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | Exited |
| 19 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | Exited |
| 20 | MNDY | MONDAY COM LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31