Andar Capital Management HK
Andar Capital Management HK reported 13 stocks worth $223M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are VICR (17.2%), MU (15.4%) and TSEM (12.6%). Compared with Q1 2026, the fund opened new positions in DRAM, DIOD and VSH, added to VICR, MU and TER, trimmed TSEM, SMTC and ONTO and sold out of AAOI, FN and LITE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VICR Vicor Corp | $38.4M | 17.2% | 101K | +46K (+84%) | 3 of 8 | |
| 2 |  MU Micron Technology Inc | $34.3M | 15.4% | 30K | +26K (+643%) | 2 of 8 | |
| 3 |  TSEM Tower Semiconductor Ltd | $28.1M | 12.6% | 108K | −22K (−17%) | 4 of 8 | |
| 4 |  SMTC Semtech Corp | $26.2M | 11.8% | 162K | −34K (−17%) | 5 of 8 | |
| 5 |  ONTO Onto Innovation Inc | $26.1M | 11.7% | 69K | −9,000 (−12%) | 4 of 8 | |
| 6 |  TER Teradyne Inc | $18.3M | 8.2% | 38K | +800 (+2%) | 7 of 8 | |
| 7 |  DRAM Roundhill ETF Trust | $17.3M | 7.8% | 234K | New position | 1 of 8 | |
| 8 |  DIOD Diodes Inc | $8.8M | 3.9% | 80K | New position | 1 of 8 | |
| 9 |  VSH Vishay Intertechnology Inc | $8.6M | 3.9% | 160K | New position | 1 of 8 | |
| 10 |  VPG Vishay Precision Group Inc | $6.7M | 3.0% | 45K | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AAOI Applied Optoelectronics Inc | $11.3M | 134K |
 FN Fabrinet | $7.8M | 15K |
 LITE Lumentum Hldgs Inc | $7.7M | 11K |
 LASR Nlight Inc | $5.1M | 90K |
 AMD Advanced Micro Devices Inc | $4.5M | 22K |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR/A Amendment | Q2 2026 | SEC filing ↗ |
| Aug 6, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Includes an amendment, which can add positions the fund kept confidential at first, or replace the original report.
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All hedge fund holdings →Andar Capital Management HK 13F FAQ
What does Andar Capital Management HK own?
Andar Capital Management HK reported 13 stocks worth $223M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are VICR (17.2%), MU (15.4%) and TSEM (12.6%). The table above lists every position in the filing (the top 10 without an account).
What did Andar Capital Management HK buy and sell in Q2 2026?
Compared with Q1 2026: 7 new positions, 3 added to, 3 trimmed and 7 sold out. New positions include DRAM, DIOD and VSH. It sold all of AAOI, FN and LITE.
When will Andar Capital Management HK file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Andar Capital Management HK's portfolio worth?
The Q2 2026 filing reports $223M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.