Andar Capital Management HK Ltd 13F Holdings

CIK 0001805591 · HONG KONG, K3

As of Sep 30, 2025, Andar Capital Management HK Ltd reported 20 positions worth $98.9M in its SEC Form 13F filing.

Top 20 holdings

SecurityTickerSectorSharesValue% of portfolio
CREDO TECHNOLOGY GROUP HOLDING LTDCRDOTechnology102,000 4.9M15.02%
ONTO INNOVATION INCONTOTechnology110,000 4.2M14.38%
TERADYNE INCTERTechnology76,000 0.5M10.58%
ADVANCED MICRO DEVICES INCAMDEquity50,000$8.1M8.18%
ISHARES BITCOIN TRUST ETFIBIT—118,000$7.7M7.76%
SEMTECH CORPSMTCTechnology100,000$7.1M7.23%
ARISTA NETWORKS INCANETTechnology48,000$7.0M7.07%
FABRINETFNTechnology8,400$3.1M3.10%
TOWER SEMICONDUCTOR LTDTSEMTechnology42,000$3.0M3.07%
SYNOPSYS INCSNPSTechnology6,000$3.0M2.99%
COHERENT CORPCOHRTechnology26,000$2.8M2.83%
REDWIRE CORPRDWIndustrials300,000$2.7M2.73%
ON SEMICONDUCTOR CORPONTechnology50,000$2.5M2.49%
CELESTICA INCCLSTechnology10,000$2.5M2.49%
AMAZON.COM INCAMZNEquity10,000$2.2M2.22%
FLUENCE ENERGY INCFLNCUtilities200,000$2.2M2.18%
NUSCALE POWER CORPSMRIndustrials60,000$2.2M2.18%
ASTERA LABS INCALABTechnology10,000$2.0M1.98%
GRAB HOLDINGS LTDGRABTechnology240,000 .4M1.46%
WOLFSPEED INCWOLFTechnology1,670$47.8K0.05%