Skip to content
Disclosery

Andar Capital Management HK Ltd

Follow

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

Andar Capital Management HK Ltd reported $98,878,670 across 20 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-07. Its ten largest share positions make up 79.38% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001805591-25-000007

Period
2025-09-30
Reported value
$98.9M
Holdings
20
Top 10 weight
79.38%
New
10
Sold out
9

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ONTOnew+110,000$14.2M
FNnew+8,400$3.06M
TSEMnew+42,000$3.04M
SNPSnew+6,000$2.96M
ONnew+50,000$2.47M

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
CRDOreduced-68,000-$9.9M
AMDreduced-43,000-$6.96M
NOWexited-6,000-$6.17M
SMTCreduced-60,000-$4.29M
MNDYexited-9,000-$2.83M

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, Q3 2025

Share positions as resolved from 13F-HR 0001805591-25-000007, largest first. % of portfolio is the value over $98,878,670, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,000 shares; 2024Q4: 153,000 shares; 2025Q1: 174,000 shares; 2025Q2: 170,000 shares; 2025Q3: 102,000 shares 102,000$14.9M15.02%-68,000Timeline
ONTOONTO INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 110,000 shares 110,000$14.2M14.38%newTimeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: not reported; 2025Q2: 60,000 shares; 2025Q3: 76,000 shares 76,000$10.5M10.58%+16,000Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,000 shares; 2024Q4: 66,600 shares; 2025Q1: 49,500 shares; 2025Q2: 93,000 shares; 2025Q3: 50,000 shares 50,000$8.09M8.18%-43,000Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104,400 shares; 2025Q1: 78,300 shares; 2025Q2: 90,000 shares; 2025Q3: 118,000 shares 118,000$7.67M7.76%+28,000Timeline
SMTCSEMTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 160,000 shares; 2025Q3: 100,000 shares 100,000$7.14M7.23%-60,000Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,800 shares; 2025Q1: 57,000 shares; 2025Q2: 40,000 shares; 2025Q3: 48,000 shares 48,000$6.99M7.07%+8,000Timeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,400 shares 8,400$3.06M3.1%newTimeline
TSEMTOWER SEMICONDUCTOR LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,000 shares 42,000$3.04M3.07%newTimeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares 6,000$2.96M2.99%newTimeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,000 shares; 2025Q3: 26,000 shares 26,000$2.8M2.83%-18,000Timeline
RDWREDWIRE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 220,000 shares; 2025Q1: not reported; 2025Q2: 170,000 shares; 2025Q3: 300,000 shares 300,000$2.7M2.73%+130,000Timeline
ONON SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,000 shares 50,000$2.47M2.49%newTimeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,000 shares; 2025Q2: 21,000 shares; 2025Q3: 10,000 shares 10,000$2.46M2.49%-11,000Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: not reported; 2025Q1: 14,000 shares; 2025Q2: not reported; 2025Q3: 10,000 shares 10,000$2.2M2.22%newTimeline
SMRNUSCALE PWR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,000 shares 60,000$2.16M2.18%newTimeline
FLNCFLUENCE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200,000 shares 200,000$2.16M2.18%newTimeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,000 shares; 2025Q3: 10,000 shares 10,000$1.96M1.98%-3,000Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 240,000 shares 240,000$1.44M1.46%newTimeline
WOLFWOLFSPEED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,670 shares 1,670$47.8K0.05%newTimeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
NOWSERVICENOW INC6,000$6.17Mshares
MNDYMONDAY COM LTD9,000$2.83Mshares
MSTRSTRATEGY INC7,000$2.83Mshares
TSMTAIWAN SEMICONDUCTOR MANUFAC12,000$2.72Mshares
CIENCIENA CORP30,000$2.44Mshares
RBRKRUBRIK INC.22,000$1.97Mshares
OKTAOKTA INC17,000$1.7Mshares
NBISNEBIUS GROUP N.V.24,000$1.33Mshares
TSLATESLA INC4,000$1.27Mshares

How Q3 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 0001805591-25-000007 base2025-11-07acceptance time not in the bulk data set