Filed: 11/7/2025ACC: 0001805591-25-000007
📋 What this filing means
ANDAR CAPITAL MANAGEMENT HK LTD filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $98.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$98.88M
Total AUM (reported)
1.57M
Total Shares
Allocation by class
COM$57.45M58.1%
ORDINARY SHARES$14.85M15.0%
SHS BEN INT$7.67M7.8%
COM SHS$6.99M7.1%
SHS$3.06M3.1%
SHS NEW$3.04M3.1%
CL A COM$2.16M2.2%
Portfolio Concentration
Top 3$39.53M40.0%
4–10$38.96M39.4%
11–25$20.39M20.6%
Top 3 weight
40.0%
Top 10 weight
79.4%
Voting Authority Distribution
Total shares with voting rights: 1.57M
Sole
Full voting authority
1.57M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
CREDO TECHNOLOGY GROUP HOLDI
SOLEShares102K
TypeSH
Market value$14.85M
15.02%
Sole
102K
Shared
0.00
None
0.00
ONTO INNOVATION INC
SOLEShares110K
TypeSH
Market value$14.21M
14.38%
Sole
110K
Shared
0.00
None
0.00
TERADYNE INC
SOLEShares76K
TypeSH
Market value$10.46M
10.58%
Sole
76K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares50K
TypeSH
Market value$8.09M
8.18%
Sole
50K
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares118K
TypeSH
Market value$7.67M
7.76%
Sole
118K
Shared
0.00
None
0.00
SEMTECH CORP
SOLEShares100K
TypeSH
Market value$7.14M
7.23%
Sole
100K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares48K
TypeSH
Market value$6.99M
7.07%
Sole
48K
Shared
0.00
None
0.00
FABRINET
SOLEShares8.40K
TypeSH
Market value$3.06M
3.10%
Sole
8.40K
Shared
0.00
None
0.00
TOWER SEMICONDUCTOR LTD
SOLEShares42K
TypeSH
Market value$3.04M
3.07%
Sole
42K
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares6K
TypeSH
Market value$2.96M
2.99%
Sole
6K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares26K
TypeSH
Market value$2.80M
2.83%
Sole
26K
Shared
0.00
None
0.00
REDWIRE CORPORATION
SOLEShares300K
TypeSH
Market value$2.70M
2.73%
Sole
300K
Shared
0.00
None
0.00
ON SEMICONDUCTOR CORP
SOLEShares50K
TypeSH
Market value$2.47M
2.49%
Sole
50K
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares10K
TypeSH
Market value$2.46M
2.49%
Sole
10K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares10K
TypeSH
Market value$2.20M
2.22%
Sole
10K
Shared
0.00
None
0.00
NUSCALE PWR CORP
SOLEShares60K
TypeSH
Market value$2.16M
2.18%
Sole
60K
Shared
0.00
None
0.00
FLUENCE ENERGY INC
SOLEShares200K
TypeSH
Market value$2.16M
2.18%
Sole
200K
Shared
0.00
None
0.00
ASTERA LABS INC
SOLEShares10K
TypeSH
Market value$1.96M
1.98%
Sole
10K
Shared
0.00
None
0.00
GRAB HOLDINGS LIMITED
SOLEShares240K
TypeSH
Market value$1.44M
1.46%
Sole
240K
Shared
0.00
None
0.00
WOLFSPEED INC
SOLEShares1.67K
TypeSH
Market value$47.8K
0.05%
Sole
1.67K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CREDO TECHNOLOGY GROUP HOLDISOLE | ORDINARY SHARES | 102K | SH | $14.85M 15.02% | 102K | 0.00 | 0.00 |
ONTO INNOVATION INCSOLE | COM | 110K | SH | $14.21M 14.38% | 110K | 0.00 | 0.00 |
TERADYNE INCSOLE | COM | 76K | SH | $10.46M 10.58% | 76K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 50K | SH | $8.09M 8.18% | 50K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 118K | SH | $7.67M 7.76% | 118K | 0.00 | 0.00 |
SEMTECH CORPSOLE | COM | 100K | SH | $7.14M 7.23% | 100K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 48K | SH | $6.99M 7.07% | 48K | 0.00 | 0.00 |
FABRINETSOLE | SHS | 8.40K | SH | $3.06M 3.10% | 8.40K | 0.00 | 0.00 |
TOWER SEMICONDUCTOR LTDSOLE | SHS NEW | 42K | SH | $3.04M 3.07% | 42K | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 6K | SH | $2.96M 2.99% | 6K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 26K | SH | $2.80M 2.83% | 26K | 0.00 | 0.00 |
REDWIRE CORPORATIONSOLE | COM | 300K | SH | $2.70M 2.73% | 300K | 0.00 | 0.00 |
ON SEMICONDUCTOR CORPSOLE | COM | 50K | SH | $2.47M 2.49% | 50K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 10K | SH | $2.46M 2.49% | 10K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 10K | SH | $2.20M 2.22% | 10K | 0.00 | 0.00 |
NUSCALE PWR CORPSOLE | CL A COM | 60K | SH | $2.16M 2.18% | 60K | 0.00 | 0.00 |
FLUENCE ENERGY INCSOLE | COM CL A | 200K | SH | $2.16M 2.18% | 200K | 0.00 | 0.00 |
ASTERA LABS INCSOLE | COM | 10K | SH | $1.96M 1.98% | 10K | 0.00 | 0.00 |
GRAB HOLDINGS LIMITEDSOLE | CLASS A ORD | 240K | SH | $1.44M 1.46% | 240K | 0.00 | 0.00 |
WOLFSPEED INCSOLE | COMMON STOCK | 1.67K | SH | $47.8K 0.05% | 1.67K | 0.00 | 0.00 |