Andar Capital Management HK Ltd Quant / Systematic

Location: Hong Kong

CIK: 0001805591 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 6, 2026

Total Value: $1.261M (100.0% shares, 0.0% debt)

Holdings (13)

New Positions (7)

DRAM ROUNDHILL ETF TRUST 18.6%

Value $234K Shares 17,280,900 Est. Cost $0.01 Unrealized —

VSH VISHAY INTERTECHNOLOGY INC 12.7%

Value $160K Shares 8,604,800 Est. Cost $0.02 Unrealized —

KN KNOWLES CORP 9.3%

Value $117K Shares 4,853,160 Est. Cost $0.02 Unrealized —

ATOM ATOMERA INC 7.1%

Value $90,000 Shares 783,900 Est. Cost $0.11 Unrealized —

DIOD DIODES INC 6.3%

Value $80,000 Shares 8,755,200 Est. Cost $0.01 Unrealized —

VPG VISHAY PRECISION GROUP INC 3.6%

Value $45,000 Shares 6,745,950 Est. Cost $0.01 Unrealized —

FORM FORMFACTOR INC 2.1%

Value $27,000 Shares 4,318,110 Est. Cost $0.01 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
DRAM	ROUNDHILL ETF TRUST	17,280,900	$234K	18.6%	$0.01	—	MEMORY ETF	77926X320
VSH	VISHAY INTERTECHNOLOGY INC	8,604,800	$160K	12.7%	$0.02	—	COM	928298108
KN	KNOWLES CORP	4,853,160	$117K	9.3%	$0.02	—	COM	49926D109
ATOM	ATOMERA INC	783,900	$90,000	7.1%	$0.11	—	COM	04965B100
DIOD	DIODES INC	8,755,200	$80,000	6.3%	$0.01	—	COM	254543101
VPG	VISHAY PRECISION GROUP INC	6,745,950	$45,000	3.6%	$0.01	—	COM	92835K103
FORM	FORMFACTOR INC	4,318,110	$27,000	2.1%	$0.01	—	COM	346375108

Increased Positions (6)

TSEM TOWER SEMICONDUCTOR LTD 8.6%

Value $108K (-99.5%) Shares 28,149,120 (+21553.2%) Est. Cost $0.43 Unrealized —

ONTO ONTO INNOVATION INC 5.5%

Value $69,000 (-99.6%) Shares 26,113,050 (+33378.3%) Est. Cost $0.32 Unrealized —

SMTC SEMTECH CORP 12.9%

Value $162K (-98.9%) Shares 26,219,700 (+13277.4%) Est. Cost $0.40 Unrealized —

TER TERADYNE INC 3.0%

Value $37,800 (-99.7%) Shares 18,289,152 (+49330.1%) Est. Cost $0.18 Unrealized —

VICR VICOR CORP 8.0%

Value $101K (-98.9%) Shares 38,395,758 (+69710.5%) Est. Cost $0.17 Unrealized —

MU MICRON TECHNOLOGY INC 2.4%

Value $29,700 (-97.8%) Shares 34,282,413 (+856960.3%) Est. Cost $0.05 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TSEM	TOWER SEMICONDUCTOR LTD	28,149,120 (+21553.2%)	$108K (-99.5%)	8.6%	$0.43	—	SHS NEW	M87915274
ONTO	ONTO INNOVATION INC	26,113,050 (+33378.3%)	$69,000 (-99.6%)	5.5%	$0.32	—	COM	683344105
SMTC	SEMTECH CORP	26,219,700 (+13277.4%)	$162K (-98.9%)	12.9%	$0.40	—	COM	816850101
TER	TERADYNE INC	18,289,152 (+49330.1%)	$37,800 (-99.7%)	3.0%	$0.18	—	COM	880770102
VICR	VICOR CORP	38,395,758 (+69710.5%)	$101K (-98.9%)	8.0%	$0.17	—	COM	925815102
MU	MICRON TECHNOLOGY INC	34,282,413 (+856960.3%)	$29,700 (-97.8%)	2.4%	$0.05	—	COM	595112103

Exited Positions (7)

AAOI APPLIED OPTOELECTRONICS INC 899.2%

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

FN FABRINET 620.6%

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

LITE LUMENTUM HLDGS INC 613.2%

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

LASR NLIGHT INC 407.1%

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

AMD ADVANCED MICRO DEVICES INC 355.0%

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

SNDK SANDISK CORP 342.7%

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

SITM SITIME CORP 84.9%

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	899.2%	$41.81	—	—	03823U102
FN	FABRINET	15,000	$7.823M	620.6%	$423.83	—	—	G3323L100
LITE	LUMENTUM HLDGS INC	11,000	$7.73M	613.2%	$256.82	—	—	55024U109
LASR	NLIGHT INC	90,000	$5.132M	407.1%	$47.72	—	—	65487K100
AMD	ADVANCED MICRO DEVICES INC	22,000	$4.475M	355.0%	$122.16	—	—	007903107
SNDK	SANDISK CORP	6,800	$4.32M	342.7%	$516.50	—	—	80004C200
SITM	SITIME CORP	3,100	$1.071M	84.9%	$377.59	—	—	82982T106