The Analysis of Andar Capital Management HK Ltd's Holdings & P&L

Currently, Andar Capital Management HK Ltd holds 13 types of securities in its portfolio with a total value $1.3M. In the most recent quarter, they have increased their positions in N/A (+17.3M shares, valued at $234.0K), SMTC (+26.0M shares, valued at $160.8K), VSH (+8.6M shares, valued at $160.0K); initiated new positions in N/A (+17.3M shares, valued at $234.0K), VSH (+8.6M shares, valued at $160.0K), KN (+4.9M shares, valued at $117.0K).

1M P&L

-1.7B-2.59%

3M P&L

-10.1B-13.64%

HY P&L

+22.4B+53.99%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors539.7K

52.6%

2Semiconductor Equipment & Materials223.8K

21.8%

3Electronic Components218.1K

21.2%

Top Industries by Stock Count

1Semiconductors5 stocks

41.7%

2Semiconductor Equipment & Materials4 stocks

33.3%

3Electronic Components2 stocks

16.7%

Sponsored

ONTO ONTO INNOVATION INC26.1M shares33378.27%2026-06-302026-08-06

VPG VISHAY PRECISION GROUP INC6.7M sharesnew addition2026-06-302026-08-06

TER TERADYNE INC18.3M shares49330.14%2026-06-302026-08-06

MU MICRON TECHNOLOGY INC34.3M shares856960.32%2026-06-302026-08-06

FORM FORMFACTOR INC4.3M sharesnew addition2026-06-302026-08-06

ROUNDHILL ETF TRUST

New

Shares17.3M

Event2026-06-30

Filed2026-08-06

SMTC

SEMTECH CORP

13277.40%

Shares26.2M

Event2026-06-30

Filed2026-08-06

VSH

VISHAY INTERTECHNOLOGY INC

New

Shares8.6M

Event2026-06-30

Filed2026-08-06

KNOWLES CORP

New

Shares4.9M

Event2026-06-30

Filed2026-08-06

TSEM

TOWER SEMICONDUCTOR LTD

21553.17%

Shares28.1M

Event2026-06-30

Filed2026-08-06

VICR

VICOR CORP

69710.47%

Shares38.4M

Event2026-06-30

Filed2026-08-06

ATOM

ATOMERA INC

New

Shares783.9K

Event2026-06-30

Filed2026-08-06

DIOD

DIODES INC

New

Shares8.8M

Event2026-06-30

Filed2026-08-06

ONTO

ONTO INNOVATION INC

33378.27%

Shares26.1M

Event2026-06-30

Filed2026-08-06

VPG

VISHAY PRECISION GROUP INC

New

Shares6.7M

Event2026-06-30

Filed2026-08-06

TER

TERADYNE INC

49330.14%

Shares18.3M

Event2026-06-30

Filed2026-08-06

MICRON TECHNOLOGY INC

856960.32%

Shares34.3M

Event2026-06-30

Filed2026-08-06

FORM

FORMFACTOR INC

New

Shares4.3M

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available