Andar Capital Management HK Ltd Quant / Systematic

CIK: 0001805591 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 7, 2025

Total Value ($000): $98,879 (100.0% shares, 0.0% debt)

Holdings (20)

CRDO CREDO TECHNOLOGY GROUP HOLDI 15.0%

Value ($000) $14,852 Shares 102,000 Est. Cost $32.17 Unrealized +280.4%

ONTO ONTO INNOVATION INC 14.4%

Value ($000) $14,214 Shares 110,000 Est. Cost $107.03 Unrealized 0.0%

TER TERADYNE INC 10.6%

Value ($000) $10,461 Shares 76,000 Est. Cost $85.88 Unrealized +27.0%

AMD ADVANCED MICRO DEVICES INC 8.2%

Value ($000) $8,090 Shares 50,000 Est. Cost $122.16 Unrealized +32.1%

IBIT ISHARES BITCOIN TRUST ETF 7.8%

Value ($000) $7,670 Shares 118,000 Est. Cost $56.69 Unrealized —

SMTC SEMTECH CORP 7.2%

Value ($000) $7,145 Shares 100,000 Est. Cost $35.58 Unrealized +52.6%

ANET ARISTA NETWORKS INC 7.1%

Value ($000) $6,994 Shares 48,000 Est. Cost $106.99 Unrealized +20.4%

FN FABRINET 3.1%

Value ($000) $3,063 Shares 8,400 Est. Cost $329.28 Unrealized 0.0%

TSEM TOWER SEMICONDUCTOR LTD 3.1%

Value ($000) $3,037 Shares 42,000 Est. Cost $54.61 Unrealized 0.0%

SNPS SYNOPSYS INC 3.0%

Value ($000) $2,960 Shares 6,000 Est. Cost $565.30 Unrealized 0.0%

COHR COHERENT CORP 2.8%

Value ($000) $2,801 Shares 26,000 Est. Cost $71.97 Unrealized +38.5%

RDW REDWIRE CORPORATION 2.7%

Value ($000) $2,697 Shares 300,000 Est. Cost $12.45 Unrealized -6.1%

ON ON SEMICONDUCTOR CORP 2.5%

Value ($000) $2,466 Shares 50,000 Est. Cost $52.63 Unrealized 0.0%

CLS CELESTICA INC 2.5%

Value ($000) $2,464 Shares 10,000 Est. Cost $106.09 Unrealized +90.0%

AMZN AMAZON COM INC 2.2%

Value ($000) $2,196 Shares 10,000 Est. Cost $226.35 Unrealized 0.0%

SMR NUSCALE PWR CORP 2.2%

Value ($000) $2,160 Shares 60,000 Est. Cost $39.85 Unrealized 0.0%

FLNC FLUENCE ENERGY INC 2.2%

Value ($000) $2,160 Shares 200,000 Est. Cost $8.36 Unrealized 0.0%

ALAB ASTERA LABS INC 2.0%

Value ($000) $1,958 Shares 10,000 Est. Cost $79.01 Unrealized +108.1%

GRAB GRAB HOLDINGS LIMITED 1.5%

Value ($000) $1,445 Shares 240,000 Est. Cost $5.31 Unrealized 0.0%

WOLF WOLFSPEED INC 0.0%

Value ($000) $48 Shares 1,670 Est. Cost $25.35 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CRDO	CREDO TECHNOLOGY GROUP HOLDI	102,000	$14,852	15.0%	$32.17	+280.4%	ORDINARY SHARES	G25457105
ONTO	ONTO INNOVATION INC	110,000	$14,214	14.4%	$107.03	0.0%	COM	683344105
TER	TERADYNE INC	76,000	$10,461	10.6%	$85.88	+27.0%	COM	880770102
AMD	ADVANCED MICRO DEVICES INC	50,000	$8,090	8.2%	$122.16	+32.1%	COM	007903107
IBIT	ISHARES BITCOIN TRUST ETF	118,000	$7,670	7.8%	$56.69	—	SHS BEN INT	46438F101
SMTC	SEMTECH CORP	100,000	$7,145	7.2%	$35.58	+52.6%	COM	816850101
ANET	ARISTA NETWORKS INC	48,000	$6,994	7.1%	$106.99	+20.4%	COM SHS	040413205
FN	FABRINET	8,400	$3,063	3.1%	$329.28	0.0%	SHS	G3323L100
TSEM	TOWER SEMICONDUCTOR LTD	42,000	$3,037	3.1%	$54.61	0.0%	SHS NEW	M87915274
SNPS	SYNOPSYS INC	6,000	$2,960	3.0%	$565.30	0.0%	COM	871607107
COHR	COHERENT CORP	26,000	$2,801	2.8%	$71.97	+38.5%	COM	19247G107
RDW	REDWIRE CORPORATION	300,000	$2,697	2.7%	$12.45	-6.1%	COM	75776W103
ON	ON SEMICONDUCTOR CORP	50,000	$2,466	2.5%	$52.63	0.0%	COM	682189105
CLS	CELESTICA INC	10,000	$2,464	2.5%	$106.09	+90.0%	COM	15101Q207
AMZN	AMAZON COM INC	10,000	$2,196	2.2%	$226.35	0.0%	COM	023135106
SMR	NUSCALE PWR CORP	60,000	$2,160	2.2%	$39.85	0.0%	CL A COM	67079K100
FLNC	FLUENCE ENERGY INC	200,000	$2,160	2.2%	$8.36	0.0%	COM CL A	34379V103
ALAB	ASTERA LABS INC	10,000	$1,958	2.0%	$79.01	+108.1%	COM	04626A103
GRAB	GRAB HOLDINGS LIMITED	240,000	$1,445	1.5%	$5.31	0.0%	CLASS A ORD	G4124C109
WOLF	WOLFSPEED INC	1,670	$48	0.0%	$25.35	0.0%	COMMON STOCK	97785W106