The Analysis of Andar Capital Management HK Ltd's Holdings

Currently, Andar Capital Management HK Ltd holds 20 types of securities in its portfolio with a total value $98.9M. In the most recent quarter, they have increased their positions in ONTO (+110.0K shares, valued at $14.2M), FN (+8.4K shares, valued at $3.1M), TSEM (+42.0K shares, valued at $3.0M); decreased their positions in CRDO (-68.0K shares, valued at $9.9M), AMD (-43.0K shares, valued at $7.0M), SMTC (-60.0K shares, valued at $4.3M); initiated new positions in ONTO (+110.0K shares, valued at $14.2M), FN (+8.4K shares, valued at $3.1M), TSEM (+42.0K shares, valued at $3.0M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CRDO CREDO TECHNOLOGY GROUP HOLDI102.0K shares-40.00%2025-09-302025-11-07

ONTO ONTO INNOVATION INC110.0K sharesnew addition2025-09-302025-11-07

TER TERADYNE INC76.0K shares26.67%2025-09-302025-11-07

AMD ADVANCED MICRO DEVICES INC50.0K shares-46.24%2025-09-302025-11-07

IBIT ISHARES BITCOIN TRUST ETF118.0K shares31.11%2025-09-302025-11-07

SMTC SEMTECH CORP100.0K shares-37.50%2025-09-302025-11-07

ANET ARISTA NETWORKS INC48.0K shares20.00%2025-09-302025-11-07

FN FABRINET8.4K sharesnew addition2025-09-302025-11-07

Sponsored

TSEM TOWER SEMICONDUCTOR LTD42.0K sharesnew addition2025-09-302025-11-07

SNPS SYNOPSYS INC6.0K sharesnew addition2025-09-302025-11-07

COHR COHERENT CORP26.0K shares-40.91%2025-09-302025-11-07

RDW REDWIRE CORPORATION300.0K shares76.47%2025-09-302025-11-07

ON ON SEMICONDUCTOR CORP50.0K sharesnew addition2025-09-302025-11-07

CLS CELESTICA INC10.0K shares-52.38%2025-09-302025-11-07

AMZN AMAZON COM INC10.0K sharesnew addition2025-09-302025-11-07

FLNC FLUENCE ENERGY INC200.0K sharesnew addition2025-09-302025-11-07