StockDriftsStockDriftsTop 12 Andar Capital Management HK Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VICR | VICOR CORP | 17.23% | 101.1K | $38.4M | +83.82%(+46.10K) | $175.01(+23.01%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 15.39% | 29.7K | $34.3M | +642.50%(+25.70K) | $680.61(+26.65%) | 2026-06-30 | |
| TSEM | TOWER SEMICONDUCTOR LTD | 12.63% | 108.0K | $28.1M | -16.92%(-22.00K) | $98.67(+149.51%) | 2026-06-30 | |
| SMTC | SEMTECH CORP | 11.77% | 162.0K | $26.2M | -17.35%(-34.00K) | $56.09(+137.35%) | 2026-06-30 | |
| ONTO | ONTO INNOVATION INC | 11.72% | 69.0K | $26.1M | -11.54%(-9.00K) | $115.08(+170.99%) | 2026-06-30 | |
| TER | TERADYNE INC | 8.21% | 37.8K | $18.3M | +2.16%(+800) | $107.82(+253.60%) | 2026-06-30 | |
| DIOD | DIODES INC | 3.93% | 80.0K | $8.8M | new | $86.89(+20.18%) | 2026-06-30 | |
| VSH | VISHAY INTERTECHNOLOGY INC | 3.86% | 160.0K | $8.6M | new | $35.17(-4.01%) | 2026-06-30 | |
| VPG | VISHAY PRECISION GROUP INC | 3.03% | 45.0K | $6.7M | new | $95.30(-29.40%) | 2026-06-30 | |
| KN | KNOWLES CORP | 2.18% | 117.0K | $4.9M | new | $33.03(+19.16%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +78.04% | +464.39% | +29.71% | +267.19% |
| Top 20 Holdings Unweighted | +82.82% | +511.02% | +32.33% | +305.78% |
Andar Capital Management HK Ltd reports $222.79M in US-listed equity holdings across 13 positions in its most recent 13F filing. Its largest disclosed positions are VICR (17.2%), MU (15.4%) and TSEM (12.6%). The top 20 holdings account for 92.24% of reported assets. Its disclosed equity book has returned +464.39% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Andar Capital Management HK Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1805591). View Andar Capital Management HK Ltd’s 13F filings on SEC