13F HOLDINGS REPORT
Andar Capital Management HK Ltd
Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0001805591-26-000002
Total Value
$92.8M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 100,000 | $14.4M | 15.51% |
| 2 | SEMTECH CORP | SMTC | 189,525 | $14.0M | 15.05% |
| 3 | ONTO INNOVATION INC | ONTO | 86,640 | $13.7M | 14.74% |
| 4 | ADVANCED MICRO DEVICES INC | AMD | 49,638 | $10.6M | 11.46% |
| 5 | TOWER SEMICONDUCTOR LTD | TSEM | 90,250 | $10.6M | 11.42% |
| 6 | TERADYNE INC | TER | 36,100 | $7.0M | 7.53% |
| 7 | LUMENTUM HLDGS INC | LITE | 11,733 | $4.3M | 4.66% |
| 8 | ADVANCED ENERGY INDS | 007973100 | 18,950 | $4.0M | 4.28% |
| 9 | VICOR CORP | VICR | 32,000 | $3.5M | 3.78% |
| 10 | FABRINET | FN | 6,318 | $2.9M | 3.10% |
| 11 | AMKOR TECHNOLOGY INC | AMKR | 70,395 | $2.8M | 3.00% |
| 12 | MONDAY COM LTD | MNDY | 15,343 | $2.3M | 2.44% |
| 13 | BWX TECHNOLOGIES INC | BWXT | 7,220 | $1.2M | 1.35% |
| 14 | SERVICENOW INC | NOW | 5,415 | $829,524 | 0.89% |
| 15 | VERTIV HOLDINGS CO | VRT | 4,500 | $729,045 | 0.79% |