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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 $92,772,801 across 15 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-10. Its ten largest share positions make up 91.54% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001805591-26-000002

Period
2025-12-31
Reported value
$92.8M
Holdings
15
Top 10 weight
91.54%
New
8
Sold out
13

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SMTCadded+89,525$6.6M
TSEMadded+48,250$5.67M
LITEnew+11,733$4.32M
AEISnew+18,950$3.97M
VICRnew+32,000$3.51M

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
TERreduced-39,900-$7.72M
IBITexited-118,000-$7.67M
ANETexited-48,000-$6.99M
ONTOreduced-23,360-$3.69M
SNPSexited-6,000-$2.96M

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, Q4 2025

Share positions as resolved from 13F-HR 0001805591-26-000002, largest first. % of portfolio is the value over $92,772,801, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,000 shares; 2024Q4: 153,000 shares; 2025Q1: 174,000 shares; 2025Q2: 170,000 shares; 2025Q3: 102,000 shares; 2025Q4: 100,000 shares 100,000$14.4M15.51%-2,000Timeline
SMTCSEMTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 160,000 shares; 2025Q3: 100,000 shares; 2025Q4: 189,525 shares 189,525$14M15.05%+89,525Timeline
ONTOONTO INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 110,000 shares; 2025Q4: 86,640 shares 86,640$13.7M14.74%-23,360Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,000 shares; 2024Q4: 66,600 shares; 2025Q1: 49,500 shares; 2025Q2: 93,000 shares; 2025Q3: 50,000 shares; 2025Q4: 49,638 shares 49,638$10.6M11.46%-362Timeline
TSEMTOWER SEMICONDUCTOR LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,000 shares; 2025Q4: 90,250 shares 90,250$10.6M11.42%+48,250Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: not reported; 2025Q2: 60,000 shares; 2025Q3: 76,000 shares; 2025Q4: 36,100 shares 36,100$6.99M7.53%-39,900Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,733 shares 11,733$4.32M4.66%newTimeline
AEISADVANCED ENERGY INDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,950 shares 18,950$3.97M4.28%newTimeline
VICRVICOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,000 shares 32,000$3.51M3.78%newTimeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,400 shares; 2025Q4: 6,318 shares 6,318$2.88M3.1%-2,082Timeline
AMKRAMKOR TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,395 shares 70,395$2.78M3%newTimeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,080 shares; 2025Q1: 17,000 shares; 2025Q2: 9,000 shares; 2025Q3: not reported; 2025Q4: 15,343 shares 15,343$2.26M2.44%newTimeline
BWXTBWX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,220 shares 7,220$1.25M1.35%newTimeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: not reported; 2025Q4: 5,415 shares 5,415$830K0.89%newTimeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,400 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,500 shares 4,500$729K0.79%newTimeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
IBITISHARES BITCOIN TRUST ETF118,000$7.67Mshares
ANETARISTA NETWORKS INC48,000$6.99Mshares
SNPSSYNOPSYS INC6,000$2.96Mshares
COHRCOHERENT CORP26,000$2.8Mshares
RDWREDWIRE CORPORATION300,000$2.7Mshares
ONON SEMICONDUCTOR CORP50,000$2.47Mshares
CLSCELESTICA INC10,000$2.46Mshares
AMZNAMAZON COM INC10,000$2.2Mshares
SMRNUSCALE PWR CORP60,000$2.16Mshares
FLNCFLUENCE ENERGY INC200,000$2.16Mshares
ALABASTERA LABS INC10,000$1.96Mshares
GRABGRAB HOLDINGS LIMITED240,000$1.44Mshares
WOLFWOLFSPEED INC1,670$47.8Kshares

How Q4 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 0001805591-26-000002 base2026-02-10acceptance time not in the bulk data set