Filed: 2/10/2026ACC: 0001805591-26-000002
📋 What this filing means
ANDAR CAPITAL MANAGEMENT HK LTD filed this quarterly 13F‑HR report disclosing 15 equity positions with a total reported market value of $92.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$92.77M
Total AUM (reported)
724.03K
Total Shares
Allocation by class
COM$61.92M66.7%
ORDINARY SHARES$14.39M15.5%
SHS NEW$10.60M11.4%
SHS$5.14M5.5%
COM CL A$729.0K0.8%
Portfolio Concentration
Top 3$42.03M45.3%
4–10$42.89M46.2%
11–25$7.85M8.5%
Top 3 weight
45.3%
Top 10 weight
91.5%
Voting Authority Distribution
Total shares with voting rights: 724.03K
Sole
Full voting authority
724.03K
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)
Sole15
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings15
Rows:
CREDO TECHNOLOGY GROUP HOLDI
SOLEShares100K
TypeSH
Market value$14.39M
15.51%
Sole
100K
Shared
0.00
None
0.00
SEMTECH CORP
SOLEShares189.53K
TypeSH
Market value$13.97M
15.05%
Sole
189.53K
Shared
0.00
None
0.00
ONTO INNOVATION INC
SOLEShares86.64K
TypeSH
Market value$13.68M
14.74%
Sole
86.64K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares49.64K
TypeSH
Market value$10.63M
11.46%
Sole
49.64K
Shared
0.00
None
0.00
TOWER SEMICONDUCTOR LTD
SOLEShares90.25K
TypeSH
Market value$10.60M
11.42%
Sole
90.25K
Shared
0.00
None
0.00
TERADYNE INC
SOLEShares36.10K
TypeSH
Market value$6.99M
7.53%
Sole
36.10K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares11.73K
TypeSH
Market value$4.32M
4.66%
Sole
11.73K
Shared
0.00
None
0.00
ADVANCED ENERGY INDS
SOLEShares18.95K
TypeSH
Market value$3.97M
4.28%
Sole
18.95K
Shared
0.00
None
0.00
VICOR CORP
SOLEShares32K
TypeSH
Market value$3.51M
3.78%
Sole
32K
Shared
0.00
None
0.00
FABRINET
SOLEShares6.32K
TypeSH
Market value$2.88M
3.10%
Sole
6.32K
Shared
0.00
None
0.00
AMKOR TECHNOLOGY INC
SOLEShares70.39K
TypeSH
Market value$2.78M
3.00%
Sole
70.39K
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares15.34K
TypeSH
Market value$2.26M
2.44%
Sole
15.34K
Shared
0.00
None
0.00
BWX TECHNOLOGIES INC
SOLEShares7.22K
TypeSH
Market value$1.25M
1.35%
Sole
7.22K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares5.42K
TypeSH
Market value$829.5K
0.89%
Sole
5.42K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares4.50K
TypeSH
Market value$729.0K
0.79%
Sole
4.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CREDO TECHNOLOGY GROUP HOLDISOLE | ORDINARY SHARES | 100K | SH | $14.39M 15.51% | 100K | 0.00 | 0.00 |
SEMTECH CORPSOLE | COM | 189.53K | SH | $13.97M 15.05% | 189.53K | 0.00 | 0.00 |
ONTO INNOVATION INCSOLE | COM | 86.64K | SH | $13.68M 14.74% | 86.64K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 49.64K | SH | $10.63M 11.46% | 49.64K | 0.00 | 0.00 |
TOWER SEMICONDUCTOR LTDSOLE | SHS NEW | 90.25K | SH | $10.60M 11.42% | 90.25K | 0.00 | 0.00 |
TERADYNE INCSOLE | COM | 36.10K | SH | $6.99M 7.53% | 36.10K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 11.73K | SH | $4.32M 4.66% | 11.73K | 0.00 | 0.00 |
ADVANCED ENERGY INDSSOLE | COM | 18.95K | SH | $3.97M 4.28% | 18.95K | 0.00 | 0.00 |
VICOR CORPSOLE | COM | 32K | SH | $3.51M 3.78% | 32K | 0.00 | 0.00 |
FABRINETSOLE | SHS | 6.32K | SH | $2.88M 3.10% | 6.32K | 0.00 | 0.00 |
AMKOR TECHNOLOGY INCSOLE | COM | 70.39K | SH | $2.78M 3.00% | 70.39K | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 15.34K | SH | $2.26M 2.44% | 15.34K | 0.00 | 0.00 |
BWX TECHNOLOGIES INCSOLE | COM | 7.22K | SH | $1.25M 1.35% | 7.22K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 5.42K | SH | $829.5K 0.89% | 5.42K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 4.50K | SH | $729.0K 0.79% | 4.50K | 0.00 | 0.00 |