Andar Capital Management HK Ltd
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ONTO INNOVATION INC(ONTO) | 0 | 110,000 | +110,000 | 0 | 14,214,200 | 14.38% | +14,214,200 |
| TERADYNE INC(TER) | 60,000 | 76,000 | +16,000 | 5,395,200 | 10,460,640 | 10.58% | +5,065,440 |
| FABRINET(FN) | 0 | 8,400 | +8,400 | 0 | 3,062,808 | 3.10% | +3,062,808 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 0 | 42,000 | +42,000 | 0 | 3,036,600 | 3.07% | +3,036,600 |
| SYNOPSYS INC(SNPS) | 0 | 6,000 | +6,000 | 0 | 2,960,340 | 2.99% | +2,960,340 |
| ARISTA NETWORKS INC(ANET) | 40,000 | 48,000 | +8,000 | 4,092,400 | 6,994,080 | 7.07% | +2,901,680 |
| ON SEMICONDUCTOR CORP(ON) | 0 | 50,000 | +50,000 | 0 | 2,465,500 | 2.49% | +2,465,500 |
| AMAZON COM INC(AMZN) | 0 | 10,000 | +10,000 | 0 | 2,195,700 | 2.22% | +2,195,700 |
| ISHARES BITCOIN TRUST ETF(IBIT) | 90,000 | 118,000 | +28,000 | 5,508,900 | 7,670,000 | 7.76% | +2,161,100 |
| FLUENCE ENERGY INC(FLNC) | 0 | 200,000 | +200,000 | 0 | 2,160,000 | 2.18% | +2,160,000 |
| NUSCALE PWR CORP(SMR) | 0 | 60,000 | +60,000 | 0 | 2,160,000 | 2.18% | +2,160,000 |
| GRAB HOLDINGS LIMITED | 0 | 240,000 | +240,000 | 0 | 1,444,800 | 1.46% | +1,444,800 |
| ASTERA LABS INC(ALAB) | 13,000 | 10,000 | -3,000 | 1,175,460 | 1,958,000 | 1.98% | +782,540 |
| WOLFSPEED INC(WOLF) | 0 | 1,670 | +1,670 | 0 | 47,762 | 0.05% | +47,762 |
| REDWIRE CORPORATION(RDW) | 170,000 | 300,000 | +130,000 | 2,771,000 | 2,697,000 | 2.73% | -74,000 |
| SEMTECH CORP(SMTC) | 160,000 | 100,000 | -60,000 | 7,222,400 | 7,145,000 | 7.23% | -77,400 |
| CELESTICA INC(CLS) | 21,000 | 10,000 | -11,000 | 3,278,310 | 2,463,800 | 2.49% | -814,510 |
| CREDO TECHNOLOGY GROUP HOLDI | 170,000 | 102,000 | -68,000 | 15,740,300 | 14,852,220 | 15.02% | -888,080 |
| COHERENT CORP(COHR) | 44,000 | 26,000 | -18,000 | 3,925,240 | 2,800,720 | 2.83% | -1,124,520 |
| TESLA INC(TSLA) | 4,000 | 0 | -4,000 | 1,270,640 | 0 | — | -1,270,640 |
| NEBIUS GROUP N.V.(NBIS) | 24,000 | 0 | -24,000 | 1,327,920 | 0 | — | -1,327,920 |
| OKTA INC(OKTA) | 17,000 | 0 | -17,000 | 1,699,490 | 0 | — | -1,699,490 |
| RUBRIK INC.(RBRK) | 22,000 | 0 | -22,000 | 1,970,980 | 0 | — | -1,970,980 |
| CIENA CORP(CIEN) | 30,000 | 0 | -30,000 | 2,439,900 | 0 | — | -2,439,900 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 12,000 | 0 | -12,000 | 2,717,880 | 0 | — | -2,717,880 |
| MICROSTRATEGY INC(MSTR) | 7,000 | 0 | -7,000 | 2,829,610 | 0 | — | -2,829,610 |
| MONDAY COM LTD | 9,000 | 0 | -9,000 | 2,830,320 | 0 | — | -2,830,320 |
| ADVANCED MICRO DEVICES INC(AMD) | 93,000 | 50,000 | -43,000 | 13,196,700 | 8,089,500 | 8.18% | -5,107,200 |
| SERVICENOW INC(NOW) | 6,000 | 0 | -6,000 | 6,168,480 | 0 | — | -6,168,480 |