Andar Capital Management HK Ltd
Andar Capital Management HK Ltd, managed by Wen Han Li, reported 13 positions worth $222.79M in its 2026 Q2 13F filing: 7 new and 7 closed.
Estimated return
Since 2025 Q2 the disclosed positions returned an estimated +355.3% against +34.4% for the S&P 500. Price-only return of the fund's top 100 US longs at each quarter start, vs the S&P 500 over the same windows. Not the fund's actual return (no trades, fees, shorts, derivatives, cash).
| Quarter | Fund | S&P 500 |
|---|---|---|
| 2025 Q2 | +47.3% | +11.4% |
| 2025 Q3 | +28.8% | +7.6% |
| 2025 Q4 | +12.6% | +3.1% |
| 2026 Q1 | +17.0% | -5.8% |
| 2026 Q2 | +82.2% | +15.5% |
Top holdings, 2026 Q2
| Ticker | Company | Value | Portfolio % | Change |
|---|---|---|---|---|
| VICR | VICOR CORP | $38.40M | 17.20% | +83.8% |
| MU | MICRON TECHNOLOGY INC | $34.28M | 15.40% | +642.5% |
| TSEM | TOWER SEMICONDUCTOR LTD | $28.15M | 12.60% | -16.9% |
| SMTC | SEMTECH CORP | $26.22M | 11.80% | -17.3% |
| ONTO | ONTO INNOVATION INC | $26.11M | 11.70% | -11.5% |
| TER | TERADYNE INC | $18.29M | 8.20% | +2.2% |
| DRAM | ROUNDHILL ETF TRUST | $17.28M | 7.80% | NEW |
| DIOD | DIODES INC | $8.76M | 3.90% | NEW |
| VSH | VISHAY INTERTECHNOLOGY INC | $8.60M | 3.90% | NEW |
| VPG | VISHAY PRECISION GROUP INC | $6.75M | 3.00% | NEW |
| KN | KNOWLES CORP | $4.85M | 2.20% | NEW |
| FORM | FORMFACTOR INC | $4.32M | 1.90% | NEW |
| ATOM | ATOMERA INC | $783.90K | 0.35% | NEW |
All funds · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.