Andar Capital Management HK Ltd 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AC Andar Capital Management HK Ltd | Institutional Filer | ▲ 26.05% | $116.9M | 13 |
Current Portfolio Holdings
Showing all 13 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | TSEM | Tower Semiconductor Ltd. | Technology | 130K | $22.8M | 19.51% |
| 2 | ONTO | Onto Innovation Inc. | Technology | 78K | $16.0M | 13.68% |
| 3 | SMTC | Semtech Corporation | Technology | 196K | $15.1M | 12.89% |
| 4 | AAOI | Applied Optoelectronics, Inc. | Technology | 134K | $11.3M | 9.69% |
| 5 | TER | Teradyne, Inc. | Technology | 37K | $11.0M | 9.38% |
| 6 | VICR | Vicor Corporation | Technology | 55K | $8.9M | 7.57% |
| 7 | FN | Fabrinet | Technology | 15K | $7.8M | 6.69% |
| 8 | LITE | Lumentum Holdings Inc. | Technology | 11K | $7.7M | 6.61% |
| 9 | LASR | nLIGHT, Inc. | Technology | 90K | $5.1M | 4.39% |
| 10 | AMD | Advanced Micro Devices, Inc. | Technology | 22K | $4.5M | 3.83% |
| 11 | SNDK | Sandisk Corporation | Technology | 7K | $4.3M | 3.69% |
| 12 | MU | Micron Technology, Inc. | Technology | 4K | $1.4M | 1.16% |
| 13 | SITM | SiTime Corporation | Technology | 3K | $1.1M | 0.92% |
Showing 1 to 13 of 13 holdings