Andar Capital Management HK Ltd
HONG KONG K3 · SEC CIK 0001805591
$1.17亿2026Q1 申报市值
13持仓数
94.2%前十大占比 · 第一大 19.5%
5 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AAOI 新建仓+$1,133.51万
TSEM 加仓+$697.53万
LASR 新建仓+$513.18万
FN 加仓+$452.78万
SNDK 新建仓+$432.03万
2026Q1 卖出最多 按季末市值估算
CRDO 清仓-$1,438.90万
AMD 减仓-$562.24万
AEIS 清仓-$396.76万
AMKR 清仓-$277.92万
MNDY 清仓-$226.40万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TSEM | TOWER SEMICONDUCTOR LTD | $2,281.24万 | 19.51% | 130,000 | 39,750 | 44.0% | $697.53万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $1,599.55万 | 13.68% | 78,000 | -8,640 | -10.0% | -$177.18万 | 减仓 |
| SMTC | SEMTECH CORP | $1,507.04万 | 12.89% | 196,000 | 6,475 | 3.4% | $49.79万 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $1,133.51万 | 9.69% | 134,000 | 134,000 | — | $1,133.51万 | 新建仓 |
| TER | TERADYNE INC | $1,096.90万 | 9.38% | 37,000 | 900 | 2.5% | $26.68万 | 加仓 |
| VICR | VICOR CORP | $885.50万 | 7.57% | 55,000 | 23,000 | 71.9% | $370.30万 | 加仓 |
| FN | FABRINET | $782.28万 | 6.69% | 15,000 | 8,682 | 137.4% | $452.78万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $773.04万 | 6.61% | 11,000 | -733 | -6.2% | -$51.51万 | 减仓 |
| LASR | NLIGHT INC | $513.18万 | 4.39% | 90,000 | 90,000 | — | $513.18万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $447.55万 | 3.83% | 22,000 | -27,638 | -55.7% | -$562.24万 | 减仓 |
| SNDK | SANDISK CORP | $432.03万 | 3.69% | 6,800 | 6,800 | — | $432.03万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $135.14万 | 1.16% | 4,000 | 4,000 | — | $135.14万 | 新建仓 |
| SITM | SITIME CORP | $107.06万 | 0.92% | 3,100 | 3,100 | — | $107.06万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | -100,000 | -100.0% | -$1,438.90万 | 清仓 |
| AEIS | ADVANCED ENERGY INDS | $0 | 0.00% | 0 | -18,950 | -100.0% | -$396.76万 | 清仓 |
| AMKR | AMKOR TECHNOLOGY INC | $0 | 0.00% | 0 | -70,395 | -100.0% | -$277.92万 | 清仓 |
| MNDY | MONDAY COM LTD | $0 | 0.00% | 0 | -15,343 | -100.0% | -$226.40万 | 清仓 |
| BWXT | BWX TECHNOLOGIES INC | $0 | 0.00% | 0 | -7,220 | -100.0% | -$124.79万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -5,415 | -100.0% | -$82.95万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -4,500 | -100.0% | -$72.90万 | 清仓 |