Skip to content
Disclosery

Andar Capital Management HK Ltd

Follow

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

Andar Capital Management HK Ltd reported $85,561,130 across 19 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-08. Its ten largest share positions make up 78.73% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001805591-25-000006

Period
2025-06-30
Reported value
$85.6M
Holdings
19
Top 10 weight
78.73%
New
9
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SMTCnew+160,000$7.22M
AMDadded+43,500$6.17M
TERnew+60,000$5.4M
COHRnew+44,000$3.93M
RDWnew+170,000$2.77M

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
PINSexited-96,000-$2.98M
AMZNexited-14,000-$2.66M
MNDYreduced-8,000-$2.52M
CLSreduced-15,000-$2.34M
ESTCexited-25,000-$2.23M

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 2025

Share positions as resolved from 13F-HR 0001805591-25-000006, largest first. % of portfolio is the value over $85,561,130, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,000 shares; 2024Q4: 153,000 shares; 2025Q1: 174,000 shares; 2025Q2: 170,000 shares 170,000$15.7M18.4%-4,000Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,000 shares; 2024Q4: 66,600 shares; 2025Q1: 49,500 shares; 2025Q2: 93,000 shares 93,000$13.2M15.42%+43,500Timeline
SMTCSEMTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 160,000 shares 160,000$7.22M8.44%newTimeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares 6,000$6.17M7.21%0Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104,400 shares; 2025Q1: 78,300 shares; 2025Q2: 90,000 shares 90,000$5.51M6.44%+11,700Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: not reported; 2025Q2: 60,000 shares 60,000$5.4M6.31%newTimeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,800 shares; 2025Q1: 57,000 shares; 2025Q2: 40,000 shares 40,000$4.09M4.78%-17,000Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,000 shares 44,000$3.93M4.59%newTimeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,000 shares; 2025Q2: 21,000 shares 21,000$3.28M3.83%-15,000Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,080 shares; 2025Q1: 17,000 shares; 2025Q2: 9,000 shares 9,000$2.83M3.31%-8,000Timeline
MSTRSTRATEGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 11,700 shares; 2025Q1: 10,800 shares; 2025Q2: 7,000 shares 7,000$2.83M3.31%-3,800Timeline
RDWREDWIRE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 220,000 shares; 2025Q1: not reported; 2025Q2: 170,000 shares 170,000$2.77M3.24%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: 32,400 shares; 2025Q1: 15,000 shares; 2025Q2: 12,000 shares 12,000$2.72M3.18%-3,000Timeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,690 shares; 2025Q2: 30,000 shares 30,000$2.44M2.85%-17,690Timeline
RBRKRUBRIK INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,000 shares 22,000$1.97M2.3%newTimeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,000 shares 17,000$1.7M1.99%newTimeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,000 shares 24,000$1.33M1.55%newTimeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,000 shares 4,000$1.27M1.49%newTimeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,000 shares 13,000$1.18M1.37%newTimeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
PINSPINTEREST INC96,000$2.98Mshares
AMZNAMAZON COM INC14,000$2.66Mshares
ESTCELASTIC N V25,000$2.23Mshares
MRVLMARVELL TECHNOLOGY INC29,700$1.83Mshares
AVGOBROADCOM INC10,800$1.81Mshares

How Q2 2025 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 0001805591-25-000006 base2025-08-08acceptance time not in the bulk data set