Andar Capital Management HK Ltd Quant / Systematic

Location: Hong Kong

CIK: 0001805591 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 7, 2026

Total Value: $223M (100.0% shares, 0.0% debt)

Holdings (13)

New Positions (7)

DRAM ROUNDHILL ETF TRUST 7.8%

Value $17.28M Shares 234,000 Est. Cost $73.85 Unrealized —

DIOD DIODES INC 3.9%

Value $8.755M Shares 80,000 Est. Cost $109.44 Unrealized —

VSH VISHAY INTERTECHNOLOGY INC 3.9%

Value $8.605M Shares 160,000 Est. Cost $53.78 Unrealized —

VPG VISHAY PRECISION GROUP INC 3.0%

Value $6.746M Shares 45,000 Est. Cost $149.91 Unrealized —

KN KNOWLES CORP 2.2%

Value $4.853M Shares 117,000 Est. Cost $41.48 Unrealized —

FORM FORMFACTOR INC 1.9%

Value $4.318M Shares 27,000 Est. Cost $159.93 Unrealized —

ATOM ATOMERA INC 0.4%

Value $784K Shares 90,000 Est. Cost $8.71 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
DRAM	ROUNDHILL ETF TRUST	234,000	$17.28M	7.8%	$73.85	—	MEMORY ETF	77926X320
DIOD	DIODES INC	80,000	$8.755M	3.9%	$109.44	—	COM	254543101
VSH	VISHAY INTERTECHNOLOGY INC	160,000	$8.605M	3.9%	$53.78	—	COM	928298108
VPG	VISHAY PRECISION GROUP INC	45,000	$6.746M	3.0%	$149.91	—	COM	92835K103
KN	KNOWLES CORP	117,000	$4.853M	2.2%	$41.48	—	COM	49926D109
FORM	FORMFACTOR INC	27,000	$4.318M	1.9%	$159.93	—	COM	346375108
ATOM	ATOMERA INC	90,000	$784K	0.4%	$8.71	—	COM	04965B100

Increased Positions (3)

MU MICRON TECHNOLOGY INC 15.4%

Value $34.28M (+2436.9%) Shares 29,700 (+642.5%) Est. Cost $1050.96 Unrealized —

VICR VICOR CORP 17.2%

Value $38.4M (+333.6%) Shares 101,100 (+83.8%) Est. Cost $235.82 Unrealized —

TER TERADYNE INC 8.2%

Value $18.29M (+66.7%) Shares 37,800 (+2.2%) Est. Cost $98.59 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MU	MICRON TECHNOLOGY INC	29,700 (+642.5%)	$34.28M (+2436.9%)	15.4%	$1050.96	—	COM	595112103
VICR	VICOR CORP	101,100 (+83.8%)	$38.4M (+333.6%)	17.2%	$235.82	—	COM	925815102
TER	TERADYNE INC	37,800 (+2.2%)	$18.29M (+66.7%)	8.2%	$98.59	—	COM	880770102

Exited Positions (7)

AAOI APPLIED OPTOELECTRONICS INC 5.1%

Value $11.34M Shares 134,000 Est. Cost $41.81 Unrealized —

FN FABRINET 3.5%

Value $7.823M Shares 15,000 Est. Cost $423.83 Unrealized —

LITE LUMENTUM HLDGS INC 3.5%

Value $7.73M Shares 11,000 Est. Cost $256.82 Unrealized —

LASR NLIGHT INC 2.3%

Value $5.132M Shares 90,000 Est. Cost $47.72 Unrealized —

AMD ADVANCED MICRO DEVICES INC 2.0%

Value $4.475M Shares 22,000 Est. Cost $122.16 Unrealized —

SNDK SANDISK CORP 1.9%

Value $4.32M Shares 6,800 Est. Cost $516.50 Unrealized —

SITM SITIME CORP 0.5%

Value $1.071M Shares 3,100 Est. Cost $377.59 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAOI	APPLIED OPTOELECTRONICS INC	134,000	$11.34M	5.1%	$41.81	—	—	03823U102
FN	FABRINET	15,000	$7.823M	3.5%	$423.83	—	—	G3323L100
LITE	LUMENTUM HLDGS INC	11,000	$7.73M	3.5%	$256.82	—	—	55024U109
LASR	NLIGHT INC	90,000	$5.132M	2.3%	$47.72	—	—	65487K100
AMD	ADVANCED MICRO DEVICES INC	22,000	$4.475M	2.0%	$122.16	—	—	007903107
SNDK	SANDISK CORP	6,800	$4.32M	1.9%	$516.50	—	—	80004C200
SITM	SITIME CORP	3,100	$1.071M	0.5%	$377.59	—	—	82982T106

Decreased Positions (3)

SMTC SEMTECH CORP 11.8%

Value $26.22M (+74.0%) Shares 162,000 (-17.3%) Est. Cost $53.28 Unrealized —

ONTO ONTO INNOVATION INC 11.7%

Value $26.11M (+63.3%) Shares 69,000 (-11.5%) Est. Cost $107.03 Unrealized —

TSEM TOWER SEMICONDUCTOR LTD 12.6%

Value $28.15M (+23.4%) Shares 108,000 (-16.9%) Est. Cost $92.79 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SMTC	SEMTECH CORP	162,000 (-17.3%)	$26.22M (+74.0%)	11.8%	$53.28	—	COM	816850101
ONTO	ONTO INNOVATION INC	69,000 (-11.5%)	$26.11M (+63.3%)	11.7%	$107.03	—	COM	683344105
TSEM	TOWER SEMICONDUCTOR LTD	108,000 (-16.9%)	$28.15M (+23.4%)	12.6%	$92.79	—	SHS NEW	M87915274