Andar Capital Management HK Ltd
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TOWER SEMICONDUCTOR LTD(TSEM) | 90,250 | 130,000 | +39,750 | 10,597,155 | 22,812,400 | 19.51% | +12,215,245 |
| APPLIED OPTOELECTRONICS INC(AAOI) | 0 | 134,000 | +134,000 | 0 | 11,335,060 | 9.69% | +11,335,060 |
| VICOR CORP(VICR) | 32,000 | 55,000 | +23,000 | 3,507,200 | 8,855,000 | 7.57% | +5,347,800 |
| NLIGHT INC(LASR) | 0 | 90,000 | +90,000 | 0 | 5,131,800 | 4.39% | +5,131,800 |
| FABRINET(FN) | 6,318 | 15,000 | +8,682 | 2,876,459 | 7,822,800 | 6.69% | +4,946,341 |
| SANDISK CORP(SNDK) | 0 | 6,800 | +6,800 | 0 | 4,320,312 | 3.69% | +4,320,312 |
| TERADYNE INC(TER) | 36,100 | 37,000 | +900 | 6,987,516 | 10,969,020 | 9.38% | +3,981,504 |
| LUMENTUM HLDGS INC(LITE) | 11,733 | 11,000 | -733 | 4,324,666 | 7,730,360 | 6.61% | +3,405,694 |
| ONTO INNOVATION INC(ONTO) | 86,640 | 78,000 | -8,640 | 13,676,990 | 15,995,460 | 13.68% | +2,318,470 |
| MICRON TECHNOLOGY INC(MU) | 0 | 4,000 | +4,000 | 0 | 1,351,360 | 1.16% | +1,351,360 |
| SEMTECH CORP(SMTC) | 189,525 | 196,000 | +6,475 | 13,966,097 | 15,070,440 | 12.89% | +1,104,343 |
| SITIME CORP(SITM) | 0 | 3,100 | +3,100 | 0 | 1,070,585 | 0.92% | +1,070,585 |
| VERTIV HOLDINGS CO(VRT) | 4,500 | 0 | -4,500 | 729,045 | 0 | — | -729,045 |
| SERVICENOW INC(NOW) | 5,415 | 0 | -5,415 | 829,524 | 0 | — | -829,524 |
| BWX TECHNOLOGIES INC(BWXT) | 7,220 | 0 | -7,220 | 1,247,905 | 0 | — | -1,247,905 |
| MONDAY COM LTD SHS | 15,343 | 0 | -15,343 | 2,264,013 | 0 | — | -2,264,013 |
| AMKOR TECHNOLOGY INC | 70,395 | 0 | -70,395 | 2,779,195 | 0 | — | -2,779,195 |
| ADVANCED ENERGY INDS | 18,950 | 0 | -18,950 | 3,967,562 | 0 | — | -3,967,562 |
| ADVANCED MICRO DEVICES INC(AMD) | 49,638 | 22,000 | -27,638 | 10,630,474 | 4,475,460 | 3.83% | -6,155,014 |
| CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES | 100,000 | 0 | -100,000 | 14,389,000 | 0 | — | -14,389,000 |