account_balance
Investment manager · 13F filer · SEC CIK 1805591
Andar Capital Management HK Ltd
Reported value$1.26Mas of Jun 30, 2026
Positions13 7 new, 7 sold out
Top 10 weight93%DRAM alone is 19%
FiledAug 637 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
DRAM
Roundhill Etf Trust
18.6%New
SMTC
Semtech Corp
12.9%Added
VSH
Vishay Intertechnology INC
12.7%New
KN
Knowles Corp
9.3%New
TSEM
Tower Semiconductor Ltd
8.6%Added
VICR
Vicor Corp
8.0%Added
ATOM
Atomera INC
7.1%New
DIOD
Diodes INC
6.3%New
ONTO
Onto Innovation INC
5.5%Added
VPG
Vishay Precision Group INC
3.6%New
3 others
7.5%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed