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Andar Capital Management HK Ltd
hedge fundUpdated 34 days agoManaged by Andar Capital Management Hk Ltd • Latest filing Q2 2026
Portfolio value
$1.3B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
164.9%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $53.1M |
| Q2 2023 | $49.7M |
| Q3 2023 | $39.7M |
| Q4 2023 | $70.9M |
| Q1 2024 | $69.3M |
| Q2 2024 | $72M |
| Q3 2024 | $75.6M |
| Q4 2024 | $77.5M |
| Q1 2025 | $51.9M |
| Q2 2025 | $85.6M |
| Q3 2025 | $98.9M |
| Q4 2025 | $92.8M |
| Q1 2026 | $116.9M |
| Q2 2026 | $1.3B |
Top holdings
13 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VICR VICOR CORP | $38.4M | 101.1K | 17.23% | — |
| 2 | M MU MICRON TECHNOLOGY INC | $34.3M | 29.7K | 15.39% | — |
| 3 | T TSEM TOWER SEMICONDUCTOR LTD | $28.1M | 108.0K | 12.63% | — |
| 4 | S SMTC SEMTECH CORP | $26.2M | 162.0K | 11.77% | — |
| 5 | O ONTO ONTO INNOVATION INC | $26.1M | 69.0K | 11.72% | — |
| 6 | T TER TERADYNE INC | $18.3M | 37.8K | 8.21% | — |
| 7 | ? N/A ROUNDHILL ETF TRUST | $17.3M | 234.0K | 7.76% | — |
| 8 | D DIOD DIODES INC | $8.8M | 80.0K | 3.93% | — |
| 9 | V VSH VISHAY INTERTECHNOLOGY INC | $8.6M | 160.0K | 3.86% | — |
| 10 | V VPG VISHAY PRECISION GROUP INC | $6.7M | 45.0K | 3.03% | — |
| 11 | K KN KNOWLES CORP | $4.9M | 117.0K | 2.18% | — |
| 12 | F FORM FORMFACTOR INC | $4.3M | 27.0K | 1.94% | — |
| 13 | A ATOM ATOMERA INC | $784K | 90.0K | 0.35% | — |