Andar Capital Management HK Ltd

HONG KONG, K3 · CIK 1805591 · 13F filing filed 2026-08-07

Exempt reporting adviser since 2026 · other (specify)

As an employer

$222.8m reported value +90.5% vs Q1 2026

13positions

95.5%in top 10

7 new 3 added 3 reduced 7 sold out vs Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VICOR CORP COM VICR	VICR	101,100	$38.4m17.23%	17.23%	Added +46.1k	+46,100 83.8%
2	MICRON TECHNOLOGY INC COM MU	MU	29,700	$34.3m15.39%	15.39%	Added +25.7k	+25,700 642.5%
3	TOWER SEMICONDUCTOR LTD SHS NEW TSEM	TSEM	108,000	$28.1m12.63%	12.63%	Reduced -22.0k	-22,000 -16.9%
4	SEMTECH CORP COM SMTC	SMTC	162,000	$26.2m11.77%	11.77%	Reduced -34.0k	-34,000 -17.4%
5	ONTO INNOVATION INC COM ONTO	ONTO	69,000	$26.1m11.72%	11.72%	Reduced -9.0k	-9,000 -11.5%
6	TERADYNE INC COM TER	TER	37,800	$18.3m8.21%	8.21%	Added +800	+800 2.2%
7	ROUNDHILL ETF TRUST MEMORY ETF DRAM	DRAM	234,000	$17.3m7.76%	7.76%	New
8	DIODES INC COM DIOD	DIOD	80,000	$8.8m3.93%	3.93%	New
9	VISHAY INTERTECHNOLOGY INC COM VSH	VSH	160,000	$8.6m3.86%	3.86%	New
10	VISHAY PRECISION GROUP INC COM VPG	VPG	45,000	$6.7m3.03%	3.03%	New
11	KNOWLES CORP COM KN	KN	117,000	$4.9m2.18%	2.18%	New
12	FORMFACTOR INC COM FORM	FORM	27,000	$4.3m1.94%	1.94%	New
13	ATOMERA INC COM ATOM	ATOM	90,000	$783.9k0.35%	0.35%	New

Security	Ticker	Shares held before	Value then
APPLIED OPTOELECTRONICS INC AAOI	AAOI	134,000	$11.3m134.0k shares
FABRINET FN	FN	15,000	$7.8m15.0k shares
LUMENTUM HLDGS INC LITE	LITE	11,000	$7.7m11.0k shares
NLIGHT INC LASR	LASR	90,000	$5.1m90.0k shares
ADVANCED MICRO DEVICES INC AMD	AMD	22,000	$4.5m22.0k shares
SANDISK CORP SNDK	SNDK	6,800	$4.3m6.8k shares
SITIME CORP SITM	SITM	3,100	$1.1m3.1k shares