Andar Capital Management HK Ltd holds a concentrated book of 13 stocks worth $222.8M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Roundhill ETF Trust and trimmed Tower Semiconductor Ltd. Their largest long position is Vicor Corp at 17% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
92% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Andar Capital Management HK Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Integrated Wealth Concepts LLC | 59 / 13 | $1.1B |
| Arax Advisory Partners | 59 / 13 | $1.1B |
| BlackRock, Inc. | 58 / 13 | $973.9B |
| FMR LLC | 58 / 13 | $444.9B |
| JPMORGAN CHASE & CO | 58 / 13 | $226.4B |
| MORGAN STANLEY | 58 / 13 | $194.4B |
| NORTHERN TRUST CORP | 58 / 13 | $123.7B |
| BANK OF AMERICA CORP /DE/ | 58 / 13 | $109.3B |
Ranked by how many of Andar Capital Management HK Ltd's top 13 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vicor Corp COM | $38.4M | 101.1K | 17.2% | ▲+84% Added · +46K sh | |
| 2 | Micron Technology Inc COM | $34.3M | 29.7K | 15.4% | ▲+643% Added · +26K sh | |
| 3 | Tower Semiconductor Ltd SHS NEW | $28.1M | 108.0K | 12.6% | ▼−17% Reduced · −22K sh | |
| 4 | Semtech Corp COM | $26.2M | 162.0K | 11.8% | ▼−17% Reduced · −34K sh | |
| 5 | Onto Innovation Inc COM | $26.1M | 69.0K | 11.7% | ▼−12% Reduced · −9K sh | |
| 6 | Teradyne Inc COM | $18.3M | 37.8K | 8.2% | ▲+2.2% Added · +800 sh | |
| 7 | Roundhill ETF Trust MEMORY ETF | $17.3M | 234.0K | 7.8% | ▲New New position | |
| 8 | Diodes Inc COM | $8.8M | 80.0K | 3.9% | ▲New New position | |
| 9 | Vishay Intertechnology Inc COM | $8.6M | 160.0K | 3.9% | ▲New New position | |
| 10 | Vishay Precision Group Inc COM | $6.7M | 45.0K | 3.0% | ▲New New position | |
| 11 | Knowles Corp COM | $4.9M | 117.0K | 2.2% | ▲New New position | |
| 12 | Formfactor Inc COM | $4.3M | 27.0K | 1.9% | ▲New New position | |
| 13 | Atomera Inc COM | $784K | 90.0K | 0.4% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1805591/holdings"
Use Arkolith to show Andar Capital Management HK Ltd's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 7, 2026 | 13 | $222.8M | 13F-HR/A |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 13 | $116.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 15 | $92.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 20 | $98.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 19 | $85.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 9, 2025 | 15 | $51.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 16 | $77.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 8, 2024 | 17 | $75.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.