13F HOLDINGS REPORT
Andar Capital Management HK Ltd
Quarter ended Q3 2025 · Filed November 7, 2025 · Accession 0001805591-25-000007
Total Value
$98.9M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 102,000 | $14.9M | 15.02% |
| 2 | ONTO INNOVATION INC | ONTO | 110,000 | $14.2M | 14.38% |
| 3 | TERADYNE INC | TER | 76,000 | $10.5M | 10.58% |
| 4 | ADVANCED MICRO DEVICES INC | AMD | 50,000 | $8.1M | 8.18% |
| 5 | ISHARES BITCOIN TRUST ETF | IBIT | 118,000 | $7.7M | 7.76% |
| 6 | SEMTECH CORP | SMTC | 100,000 | $7.1M | 7.23% |
| 7 | ARISTA NETWORKS INC | ANET | 48,000 | $7.0M | 7.07% |
| 8 | FABRINET | FN | 8,400 | $3.1M | 3.10% |
| 9 | TOWER SEMICONDUCTOR LTD | TSEM | 42,000 | $3.0M | 3.07% |
| 10 | SYNOPSYS INC | SNPS | 6,000 | $3.0M | 2.99% |
| 11 | COHERENT CORP | COHR | 26,000 | $2.8M | 2.83% |
| 12 | REDWIRE CORPORATION | RDW | 300,000 | $2.7M | 2.73% |
| 13 | ON SEMICONDUCTOR CORP | ON | 50,000 | $2.5M | 2.49% |
| 14 | CELESTICA INC | CLS | 10,000 | $2.5M | 2.49% |
| 15 | AMAZON COM INC | AMZN | 10,000 | $2.2M | 2.22% |
| 16 | FLUENCE ENERGY INC | FLNC | 200,000 | $2.2M | 2.18% |
| 17 | NUSCALE PWR CORP | NU | 60,000 | $2.2M | 2.18% |
| 18 | ASTERA LABS INC | ALAB | 10,000 | $2.0M | 1.98% |
| 19 | GRAB HOLDINGS LIMITED | GRABW | 240,000 | $1.4M | 1.46% |
| 20 | WOLFSPEED INC | WOLF | 1,670 | $47,762 | 0.05% |