Andar Capital Management HK Ltd
HONG KONG K3 · SEC CIK 0001805591
$2.23亿2026Q2 申报市值
13持仓数
95.5%前十大占比 · 第一大 17.2%
7 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MU 加仓+$2,966.53万
VICR 加仓+$1,750.79万
DRAM 新建仓+$1,728.09万
DIOD 新建仓+$875.52万
VSH 新建仓+$860.48万
2026Q2 卖出最多 按季末市值估算
AAOI 清仓-$1,133.51万
FN 清仓-$782.28万
LITE 清仓-$773.04万
TSEM 减仓-$573.41万
SMTC 减仓-$550.29万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VICR | VICOR CORP | $3,839.58万 | 17.23% | 101,100 | 46,100 | 83.8% | $1,750.79万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $3,428.24万 | 15.39% | 29,700 | 25,700 | 642.5% | $2,966.53万 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $2,814.91万 | 12.63% | 108,000 | -22,000 | -16.9% | -$573.41万 | 减仓 |
| SMTC | SEMTECH CORP | $2,621.97万 | 11.77% | 162,000 | -34,000 | -17.3% | -$550.29万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $2,611.30万 | 11.72% | 69,000 | -9,000 | -11.5% | -$340.61万 | 减仓 |
| TER | TERADYNE INC | $1,828.92万 | 8.21% | 37,800 | 800 | 2.2% | $38.71万 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $1,728.09万 | 7.76% | 234,000 | 234,000 | — | $1,728.09万 | 新建仓 |
| DIOD | DIODES INC | $875.52万 | 3.93% | 80,000 | 80,000 | — | $875.52万 | 新建仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $860.48万 | 3.86% | 160,000 | 160,000 | — | $860.48万 | 新建仓 |
| VPG | VISHAY PRECISION GROUP INC | $674.60万 | 3.03% | 45,000 | 45,000 | — | $674.60万 | 新建仓 |
| KN | KNOWLES CORP | $485.32万 | 2.18% | 117,000 | 117,000 | — | $485.32万 | 新建仓 |
| FORM | FORMFACTOR INC | $431.81万 | 1.94% | 27,000 | 27,000 | — | $431.81万 | 新建仓 |
| ATOM | ATOMERA INC | $78.39万 | 0.35% | 90,000 | 90,000 | — | $78.39万 | 新建仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $0 | 0.00% | 0 | -134,000 | -100.0% | -$1,133.51万 | 清仓 |
| FN | FABRINET | $0 | 0.00% | 0 | -15,000 | -100.0% | -$782.28万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -11,000 | -100.0% | -$773.04万 | 清仓 |
| LASR | NLIGHT INC | $0 | 0.00% | 0 | -90,000 | -100.0% | -$513.18万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -22,000 | -100.0% | -$447.55万 | 清仓 |
| SNDK | SANDISK CORP | $0 | 0.00% | 0 | -6,800 | -100.0% | -$432.03万 | 清仓 |
| SITM | SITIME CORP | $0 | 0.00% | 0 | -3,100 | -100.0% | -$107.06万 | 清仓 |