Holders — by stockHoldings — by fund
Andar Capital Management HK Ltd
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001805591
$222.8M
disclosed book value
13
positions
17.2%
largest position share
Positions, as of 2026-06-30
top 13 of 13 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VICRVICOR CORP | 101,100 | $38.4M | 17.2% |
| 2 | MUMICRON TECHNOLOGY INC | 29,700 | $34.3M | 15.4% |
| 3 | TOWER SEMICONDUCTOR LTD | 108,000 | $28.1M | 12.6% |
| 4 | SMTCSEMTECH CORP | 162,000 | $26.2M | 11.8% |
| 5 | ONTOONTO INNOVATION INC | 69,000 | $26.1M | 11.7% |
| 6 | TERTERADYNE INC | 37,800 | $18.3M | 8.2% |
| 7 | DRAMROUNDHILL ETF TRUST | 234,000 | $17.3M | 7.8% |
| 8 | DIODDIODES INC | 80,000 | $8.8M | 3.9% |
| 9 | VSHVISHAY INTERTECHNOLOGY INC | 160,000 | $8.6M | 3.9% |
| 10 | VPGVISHAY PRECISION GROUP INC | 45,000 | $6.7M | 3% |
| 11 | KNKNOWLES CORP | 117,000 | $4.9M | 2.2% |
| 12 | FORMFORMFACTOR INC | 27,000 | $4.3M | 1.9% |
| 13 | ATOMATOMERA INC | 90,000 | $783,900 | 0.4% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.