Andar Capital Management HK Ltd
•CIK: 1805591•Filing: Q4 2025
**Andar Capital Management HK Ltd** manages $93M across a concentrated portfolio of 15 positions. The fund exhibits significant conviction in its top holdings, with PNC ($14.4M) and SMTC ($14.0M) anchoring the largest allocations. Further notable concentrations include ONTO ($13.7M) and AMD ($10.6M), suggesting a focused, high-conviction approach to market opportunities. This structure indicates active, selective deployment of capital within its investment universe.
Total AUM
$92.8M
QoQ Performance
-6.2%
Positions
15
Top 10 Concentration
91.5%
Latest Filing
Q4 2025
Top Holdings Allocation
CRDO
SMTC
ONTO
AMD
TSEM
TER
CRDO15.5%
SMTC15.1%
ONTO14.7%
AMD11.5%
TSEM11.4%
TER7.5%
LITE4.7%
AEIS4.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other88.5%
Technology11.5%
🚪 Exited Positionssold since Q3 2025
+8 more exited positions
Changes from Q3 2025
NEW8 new positions
↑2 increased
↓5 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023