account_balance
Investment manager · 13F filer · SEC CIK 1805591
Andar Capital Management HK Ltd
Reported value$188Mas of Sep 30, 2026
Positions13 3 new, 3 sold out
Top 10 weight93.7%VICR alone is 17%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VICRVicor Corp
16.6%Trimmed −100%
MUMicron Technology Inc
14.7%Trimmed −100%
SMTCSemtech Corp
13.8%Trimmed −99%
ONTOOnto Innovation Inc
10.8%Trimmed −100%
TSEMTower Semiconductor Ltd
9.9%Trimmed −100%
DRAMRoundhill ETF Trust
9.6%Trimmed −98%
TERTeradyne Inc
5.7%Trimmed −100%
MTSIMacom Tech Solutions Hldgs I
5.3%New
DIODDiodes Inc
4.1%Trimmed −99%
CRDO3.1%VSHVishay Intertechnology Inc
2.4%Trimmed −98%
MKSI2.0%VICRVicor Corp
16.6%Trimmed −100%
MUMicron Technology Inc
14.7%Trimmed −100%
SMTC13.8%ONTO10.8%TSEM9.9%DRAM9.6%
TER5.7%MTSI5.3%DIOD4.1%CRDO3.1%VSH2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VICR Vicor Corp 16.6% Trimmed −100%MU Micron Technology Inc 14.7% Trimmed −100%SMTC Semtech Corp 13.8% Trimmed −99%ONTO Onto Innovation Inc 10.8% Trimmed −100%TSEM Tower Semiconductor Ltd 9.9% Trimmed −100%
DRAM Roundhill ETF Trust 9.6% Trimmed −98%
TER Teradyne Inc 5.7% Trimmed −100%MTSI Macom Tech Solutions Hldgs I 5.3% NewDIOD Diodes Inc 4.1% Trimmed −99%CRDO Credo Technology Group Holdi 3.1% NewVSH Vishay Intertechnology Inc 2.4% Trimmed −98%MKSI MKS Inc. 2.0% NewWhat changed