StockDriftsStockDriftsTop 13 Andar Capital Management HK Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSEM | TOWER SEMICONDUCTOR LTD | 19.51% | 130.0K | $22.8M | +44.04%(+39.75K) | $98.67(+122.00%) | 2026-03-31 | |
| ONTO | ONTO INNOVATION INC | 13.68% | 78.0K | $16.0M | -9.97%(-8.64K) | $115.08(+167.29%) | 2026-03-31 | |
| SMTC | SEMTECH CORP | 12.89% | 196.0K | $15.1M | +3.42%(+6.47K) | $56.09(+141.16%) | 2026-03-31 | |
| AAOI | APPLIED OPTOELECTRONICS INC | 9.69% | 134.0K | $11.3M | new | $59.72(+102.51%) | 2026-03-31 | |
| TER | TERADYNE INC | 9.38% | 37.0K | $11.0M | +2.49%(+900) | $101.94(+262.08%) | 2026-03-31 | |
| VICR | VICOR CORP | 7.57% | 55.0K | $8.9M | +71.88%(+23.00K) | $102.93(+174.90%) | 2026-03-31 | |
| FN | FABRINET | 6.69% | 15.0K | $7.8M | +137.42%(+8.68K) | $421.53(+18.52%) | 2026-03-31 | |
| LITE | LUMENTUM HLDGS INC | 6.61% | 11.0K | $7.7M | -6.25%(-733) | $265.65(+174.17%) | 2026-03-31 | |
| LASR | NLIGHT INC | 4.39% | 90.0K | $5.1M | new | $47.26(+33.82%) | 2026-03-31 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.83% | 22.0K | $4.5M | -55.68%(-27.64K) | $129.00(+301.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +50.22% | +238.98% |
| Top 20 Holdings Unweighted | +47.70% | +222.20% |
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