Howard Lee
Andar Capital Management Hk Ltd
Assets Managed
$116.94M
Holdings
13
Last Quarter
2026 - Q1
Filed Date
2mo 4d ago
Growth Rate
26.05%(2Q avg: 9.94%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Andar Capital Management Hk Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 13 positions.
Assets under management
The assets under management (AUM) of Andar Capital Management Hk Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 116.94M in assets, with a quarterly growth rate of 26.05% and a 2-quarter average growth rate of 9.94%. The portfolio is managed by Howard Lee, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
TSEM Tower Semiconductor Ltd
| 19.51% | $22.812M 130,000 shares@ $175.48 avg price | Increased 44.05% |
ONTO Onto Innovation Inc
| 13.68% | $15.995M 78,000 shares@ $205.07 avg price | Decreased -9.97% |
SMTC Semtech Corp
| 12.89% | $15.07M 196,000 shares@ $76.89 avg price | Increased 3.42% |
AAOI Applied Optoelectronics Inc
| 9.7% | $11.335M 134,000 shares@ $84.59 avg price | New Position |
TER Teradyne Inc
| 9.39% | $10.969M 37,000 shares@ $296.46 avg price | Increased 2.5% |
VICR Vicor Corp
| 7.58% | $8.855M 55,000 shares@ $161.0 avg price | Increased 71.88% |
FN Fabrinet
| 6.69% | $7.823M 15,000 shares@ $521.52 avg price | Increased 137.42% |
LITE Lumentum Holdings Inc
| 6.62% | $7.73M 11,000 shares@ $702.76 avg price | Decreased -6.24% |
LASR Nlight Inc
| 4.39% | $5.132M 90,000 shares@ $57.02 avg price | New Position |
AMD Advanced Micro Devices
| 3.83% | $4.475M 22,000 shares@ $203.43 avg price | Decreased -55.67% |
1-10 of 13