Loading…
CIK 0001805591 • 7 13F filings • May 9, 2025 – Aug 7, 2026
Import this data to Google Sheets with:
=jivedata("andar-capital-management-hk-ltd","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED ENERGY INDS | COM | $4.0M | 4.3% | 18,950 SH | New |
| ADVANCED MICRO DEVICES INC | COM | $10.6M | 11.5%Prev: 8.2% | 49,638 SH | Increased-362 SH |
| AMKOR TECHNOLOGY INC | COM | $2.8M | 3.0% | 70,395 SH | New |
| BWX TECHNOLOGIES INC | COM | $1.2M | 1.3% | 7,220 SH | New |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | $14.4M | 15.5%Prev: 15.0% | 100,000 SH | Decreased-2,000 SH |
| FABRINET | SHS | $2.9M | 3.1%Prev: 3.1% | 6,318 SH | Decreased-2,082 SH |
| LUMENTUM HLDGS INC | COM | $4.3M | 4.7% | 11,733 SH | New |
| MONDAY COM LTD | SHS | $2.3M | 2.4% | 15,343 SH | New |
| ONTO INNOVATION INC | COM | $13.7M | 14.7%Prev: 14.4% | 86,640 SH | Decreased-23,360 SH |
| SEMTECH CORP | COM | $14.0M | 15.1%Prev: 7.2% | 189,525 SH | Increased+89,525 SH |
| SERVICENOW INC | COM | $830K | 0.9% | 5,415 SH | New |
| TERADYNE INC | COM | $7.0M | 7.5%Prev: 10.6% | 36,100 SH | Decreased-39,900 SH |
| TOWER SEMICONDUCTOR LTD | SHS NEW | $10.6M | 11.4%Prev: 3.1% | 90,250 SH | Increased+48,250 SH |
| VERTIV HOLDINGS CO | COM CL A | $729K | 0.8% | 4,500 SH | New |
| VICOR CORP | COM | $3.5M | 3.8% | 32,000 SH | New |
| 13F-HR/A |
| 0001805591-26-000008 |
| $222.8M |
| View |
| Aug 8, 2025 | Q2 2025 | 13F-HR | 0001805591-25-000006 | $85.6M | View |
| May 8, 2026 | Q1 2026 | 13F-HR | 0001805591-26-000005 | $116.9M | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001805591-25-000005 | $51.9M | View |