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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 $116,940,057 across 13 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-08. Its ten largest share positions make up 94.23% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001805591-26-000005

Period
2026-03-31
Reported value
$117M
Holdings
13
Top 10 weight
94.23%
New
5
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AAOInew+134,000$11.3M
TSEMadded+39,750$6.98M
LASRnew+90,000$5.13M
FNadded+8,682$4.53M
SNDKnew+6,800$4.32M

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
CRDOexited-100,000-$14.4M
AMDreduced-27,638-$5.62M
AEISexited-18,950-$3.97M
AMKRexited-70,395-$2.78M
MNDYexited-15,343-$2.26M

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, Q1 2026

Share positions as resolved from 13F-HR 0001805591-26-000005, largest first. % of portfolio is the value over $116,940,057, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TSEMTOWER SEMICONDUCTOR LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,000 shares; 2025Q4: 90,250 shares; 2026Q1: 130,000 shares 130,000$22.8M19.51%+39,750Timeline
ONTOONTO INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 110,000 shares; 2025Q4: 86,640 shares; 2026Q1: 78,000 shares 78,000$16M13.68%-8,640Timeline
SMTCSEMTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 196,000$15.1M12.89%+6,475Timeline
AAOIAPPLIED OPTOELECTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 134,000 shares 134,000$11.3M9.69%newTimeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 37,000 shares 37,000$11M9.38%+900Timeline
VICRVICOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,000 shares; 2026Q1: 55,000 shares 55,000$8.86M7.57%+23,000Timeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,400 shares; 2025Q4: 6,318 shares; 2026Q1: 15,000 shares 15,000$7.82M6.69%+8,682Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,733 shares; 2026Q1: 11,000 shares 11,000$7.73M6.61%-733Timeline
LASRNLIGHT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,000 shares 90,000$5.13M4.39%newTimeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 22,000 shares 22,000$4.48M3.83%-27,638Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,800 shares 6,800$4.32M3.69%newTimeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares 4,000$1.35M1.16%newTimeline
SITMSITIME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,100 shares 3,100$1.07M0.92%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
CRDOCREDO TECHNOLOGY GROUP HOLDI100,000$14.4Mshares
AEISADVANCED ENERGY INDS18,950$3.97Mshares
AMKRAMKOR TECHNOLOGY INC70,395$2.78Mshares
MNDYMONDAY COM LTD15,343$2.26Mshares
BWXTBWX TECHNOLOGIES INC7,220$1.25Mshares
NOWSERVICENOW INC5,415$830Kshares
VRTVERTIV HOLDINGS CO4,500$729Kshares

How Q1 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 0001805591-26-000005 base2026-05-08acceptance time not in the bulk data set