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Andar Capital Management HK Ltd

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13F filer, CIK 1805591, HONG KONG, Hong Kong

Andar Capital Management HK Ltd reported $222,791,213 across 13 holdings for the quarter ended 2026-06-30, in a 13F-HR/A filed 2026-08-07. Its ten largest share positions make up 95.53% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0001805591-26-000008

Period
2026-06-30
Reported value
$223M
Holdings
13
Top 10 weight
95.53%
New
7
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MUadded+25,700$29.7M
VICRadded+46,100$17.5M
DRAMnew+234,000$17.3M
DIODnew+80,000$8.76M
VSHnew+160,000$8.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AAOIexited-134,000-$11.3M
FNexited-15,000-$7.82M
LITEexited-11,000-$7.73M
TSEMreduced-22,000-$5.73M
SMTCreduced-34,000-$5.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR/A 0001805591-26-000008, largest first. % of portfolio is the value over $222,791,213, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VICRVICOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,000 shares; 2026Q1: 55,000 shares; 2026Q2: 101,100 shares 101,100$38.4M17.23%+46,100Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares; 2026Q2: 29,700 shares 29,700$34.3M15.39%+25,700Timeline
TSEMTOWER SEMICONDUCTOR LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,000 shares; 2025Q4: 90,250 shares; 2026Q1: 130,000 shares; 2026Q2: 108,000 shares 108,000$28.1M12.63%-22,000Timeline
SMTCSEMTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 160,000 shares; 2025Q3: 100,000 shares; 2025Q4: 189,525 shares; 2026Q1: 196,000 shares; 2026Q2: 162,000 shares 162,000$26.2M11.77%-34,000Timeline
ONTOONTO INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 110,000 shares; 2025Q4: 86,640 shares; 2026Q1: 78,000 shares; 2026Q2: 69,000 shares 69,000$26.1M11.72%-9,000Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: not reported; 2025Q2: 60,000 shares; 2025Q3: 76,000 shares; 2025Q4: 36,100 shares; 2026Q1: 37,000 shares; 2026Q2: 37,800 shares 37,800$18.3M8.21%+800Timeline
DRAMROUNDHILL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 234,000 shares 234,000$17.3M7.76%newTimeline
DIODDIODES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 80,000 shares 80,000$8.76M3.93%newTimeline
VSHVISHAY INTERTECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 160,000 shares 160,000$8.6M3.86%newTimeline
VPGVISHAY PRECISION GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 45,000 shares 45,000$6.75M3.03%newTimeline
KNKNOWLES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 117,000 shares 117,000$4.85M2.18%newTimeline
FORMFORMFACTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,000 shares 27,000$4.32M1.94%newTimeline
ATOMATOMERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 90,000 shares 90,000$784K0.35%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AAOIAPPLIED OPTOELECTRONICS INC134,000$11.3Mshares
FNFABRINET15,000$7.82Mshares
LITELUMENTUM HLDGS INC11,000$7.73Mshares
LASRNLIGHT INC90,000$5.13Mshares
AMDADVANCED MICRO DEVICES INC22,000$4.48Mshares
SNDKSANDISK CORP6,800$4.32Mshares
SITMSITIME CORP3,100$1.07Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001805591-26-000007 superseded2026-08-06acceptance time not in the bulk data set
13F-HR/A 0001805591-26-000008 baserestatement2026-08-07acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR/A 0001805591-26-000008 Quarter ended 2026-06-302026-08-07acceptance time not in the bulk data set
13F-HR 0001805591-26-000007 Quarter ended 2026-06-302026-08-06acceptance time not in the bulk data set
13F-HR 0001805591-26-000005 Quarter ended 2026-03-312026-05-08acceptance time not in the bulk data set
13F-HR 0001805591-26-000002 Quarter ended 2025-12-312026-02-10acceptance time not in the bulk data set
13F-HR 0001805591-25-000007 Quarter ended 2025-09-302025-11-07acceptance time not in the bulk data set
13F-HR 0001805591-25-000006 Quarter ended 2025-06-302025-08-08acceptance time not in the bulk data set
13F-HR 0001805591-25-000005 Quarter ended 2025-03-312025-05-09acceptance time not in the bulk data set
13F-HR 0001805591-25-000002 Quarter ended 2024-12-312025-02-11acceptance time not in the bulk data set
13F-HR 0001805591-24-000011 Quarter ended 2024-09-302024-11-08acceptance time not in the bulk data set
13F-HR 0001805591-24-000009 Quarter ended 2024-06-302024-08-12acceptance time not in the bulk data set
13F-HR 0001805591-24-000005 Quarter ended 2024-03-312024-05-13acceptance time not in the bulk data set
13F-HR 0001805591-24-000003 Quarter ended 2023-12-312024-02-06acceptance time not in the bulk data set
13F-HR 0001805591-23-000010 Quarter ended 2023-09-302023-11-09acceptance time not in the bulk data set
13F-HR 0001805591-23-000008 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0001805591-23-000007 Quarter ended 2023-03-312023-05-05acceptance time not in the bulk data set
13F-HR 0001805591-23-000001 Quarter ended 2022-12-312023-01-27acceptance time not in the bulk data set
13F-HR 0001805591-22-000005 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001805591-22-000004 Quarter ended 2022-06-302022-08-12acceptance time not in the bulk data set
13F-HR 0001805591-22-000003 Quarter ended 2022-03-312022-05-12acceptance time not in the bulk data set
13F-HR 0001805591-22-000002 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set
13F-HR 0001805591-21-000007 Quarter ended 2021-09-302021-11-15acceptance time not in the bulk data set
13F-HR 0001805591-21-000006 Quarter ended 2021-06-302021-08-12acceptance time not in the bulk data set
13F-HR 0001805591-21-000005 Quarter ended 2021-03-312021-05-13acceptance time not in the bulk data set
13F-HR 0001805591-21-000002 Quarter ended 2020-12-312021-02-09acceptance time not in the bulk data set