Andar Capital Management HK Ltd Quant / Systematic

Location: Hong Kong

CIK: 0001805591 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 10, 2026

Total Value: $92.77M (100.0% shares, 0.0% debt)

Holdings (15)

CRDO CREDO TECHNOLOGY GROUP HOLDI 15.5%

Value $14.39M Shares 100,000 Est. Cost $32.17 Unrealized +378.0%

SMTC SEMTECH CORP 15.1%

Value $13.97M Shares 189,525 Est. Cost $52.29 Unrealized +35.7%

ONTO ONTO INNOVATION INC 14.7%

Value $13.68M Shares 86,640 Est. Cost $107.03 Unrealized +32.7%

AMD ADVANCED MICRO DEVICES INC 11.5%

Value $10.63M Shares 49,638 Est. Cost $122.16 Unrealized +83.9%

TSEM TOWER SEMICONDUCTOR LTD 11.4%

Value $10.6M Shares 90,250 Est. Cost $76.91 Unrealized +25.2%

TER TERADYNE INC 7.5%

Value $6.988M Shares 36,100 Est. Cost $85.88 Unrealized +99.7%

LITE LUMENTUM HLDGS INC 4.7%

Value $4.325M Shares 11,733 Est. Cost $256.82 Unrealized 0.0%

AEIS ADVANCED ENERGY INDS 4.3%

Value $3.968M Shares 18,950 Est. Cost $203.45 Unrealized 0.0%

VICR VICOR CORP 3.8%

Value $3.507M Shares 32,000 Est. Cost $85.01 Unrealized 0.0%

FN FABRINET 3.1%

Value $2.876M Shares 6,318 Est. Cost $329.28 Unrealized +32.1%

AMKR AMKOR TECHNOLOGY INC 3.0%

Value $2.779M Shares 70,395 Est. Cost $35.54 Unrealized 0.0%

MNDY MONDAY COM LTD 2.4%

Value $2.264M Shares 15,343 Est. Cost $168.41 Unrealized 0.0%

BWXT BWX TECHNOLOGIES INC 1.3%

Value $1.248M Shares 7,220 Est. Cost $187.42 Unrealized 0.0%

NOW SERVICENOW INC 0.9%

Value $830K Shares 5,415 Est. Cost $171.54 Unrealized 0.0%

VRT VERTIV HOLDINGS CO 0.8%

Value $729K Shares 4,500 Est. Cost $173.58 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CRDO	CREDO TECHNOLOGY GROUP HOLDI	100,000	$14.39M	15.5%	$32.17	+378.0%	ORDINARY SHARES	G25457105
SMTC	SEMTECH CORP	189,525	$13.97M	15.1%	$52.29	+35.7%	COM	816850101
ONTO	ONTO INNOVATION INC	86,640	$13.68M	14.7%	$107.03	+32.7%	COM	683344105
AMD	ADVANCED MICRO DEVICES INC	49,638	$10.63M	11.5%	$122.16	+83.9%	COM	007903107
TSEM	TOWER SEMICONDUCTOR LTD	90,250	$10.6M	11.4%	$76.91	+25.2%	SHS NEW	M87915274
TER	TERADYNE INC	36,100	$6.988M	7.5%	$85.88	+99.7%	COM	880770102
LITE	LUMENTUM HLDGS INC	11,733	$4.325M	4.7%	$256.82	0.0%	COM	55024U109
AEIS	ADVANCED ENERGY INDS	18,950	$3.968M	4.3%	$203.45	0.0%	COM	007973100
VICR	VICOR CORP	32,000	$3.507M	3.8%	$85.01	0.0%	COM	925815102
FN	FABRINET	6,318	$2.876M	3.1%	$329.28	+32.1%	SHS	G3323L100
AMKR	AMKOR TECHNOLOGY INC	70,395	$2.779M	3.0%	$35.54	0.0%	COM	031652100
MNDY	MONDAY COM LTD	15,343	$2.264M	2.4%	$168.41	0.0%	SHS	M7S64H106
BWXT	BWX TECHNOLOGIES INC	7,220	$1.248M	1.3%	$187.42	0.0%	COM	05605H100
NOW	SERVICENOW INC	5,415	$830K	0.9%	$171.54	0.0%	COM	81762P102
VRT	VERTIV HOLDINGS CO	4,500	$729K	0.8%	$173.58	0.0%	COM CL A	92537N108