E20 Capital Ltd
- SEC CIK
- 0002127793
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 12, 2026.SEC
- Positions
- 22
- 0 vs. Q1 2026
- Total value
- $1.24B
- +$174.27M (+16.3%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| INTCINTEL CORP COM | Stock | 1,442,910 | $201.47M | 16.24% | −808,539−35.9% | Reduced | View |
| HOODROBINHOOD MKTS INC COM CL A | Stock | 1,799,926 | $180.5M | 14.55% | +1,799,926 | New | View |
| STMSTMICROELECTRONICS N V | NY REGISTRY | 2,120,166 | $158.78M | 12.80% | +2,120,166 | New | View |
| APHAMPHENOL CORP NEW | CL A | 704,122 | $124.15M | 10.01% | +704,122 | New | View |
| STXSEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | 72,280 | $69.75M | 5.62% | +72,280 | New | View |
| SNOWSNOWFLAKE INC COM SHS | Stock | 259,986 | $66.17M | 5.33% | +259,986 | New | View |
| FFORD MTR CO COM | Stock | 4,171,987 | $57.99M | 4.68% | +4,171,987 | New | View |
| AMATAPPLIED MATLS INC COM | Stock | 64,978 | $46.98M | 3.79% | +64,978 | New | View |
| KLACKLA CORP | COM NEW | 154,980 | $46.76M | 3.77% | +154,980 | New | View |
| CDNSCADENCE DESIGN SYSTEM INC COM | Stock | 104,733 | $39.31M | 3.17% | +104,733 | New | View |
| SMTCSEMTECH CORP COM | Stock | 200,167 | $32.4M | 2.61% | −83,476−29.4% | Reduced | View |
| HONHONEYWELL INTL INC COM | Stock | 144,577 | $32.37M | 2.61% | +144,577 | New | View |
| HONAHONEYWELL AEROSPACE INC | COM | 144,577 | $31.96M | 2.58% | +144,577 | New | View |
| LFUSLITTELFUSE INC | COM | 60,893 | $27.73M | 2.24% | +60,893 | New | View |
| LRCXLAM RESEARCH CORP COM NEW | Stock | 51,894 | $22.49M | 1.81% | +51,894 | New | View |
| ONTOONTO INNOVATION INC | COM | 56,220 | $21.28M | 1.72% | +56,220 | New | View |
| ENTGENTEGRIS INC | COM | 109,365 | $19.67M | 1.59% | +109,365 | New | View |
| AEISADVANCED ENERGY INDS | COM | 50,051 | $18.66M | 1.50% | +50,051 | New | View |
| NAVNNAVAN INC | CL A | 747,136 | $17.09M | 1.38% | +747,136 | New | View |
| DOCNDIGITALOCEAN HLDGS INC | COM | 76,026 | $11.94M | 0.96% | +76,026 | New | View |
| QQNITY ELECTRONICS INC | COMMON STOCK | 44,524 | $7.27M | 0.59% | −1,740−3.8% | Reduced | View |
| MUMICRON TECHNOLOGY INC COM | Stock | 4,840 | $5.59M | 0.45% | −127,247−96.3% | Reduced | View |
Sold out since Q1 2026 (18)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| LITELUMENTUM HLDGS INC | COM | 186,661 | $131.18M | 12.31% |
| AXTIAXT INC | COM | 2,068,550 | $117.87M | 11.06% |
| TSEMTOWER SEMICONDUCTOR LTD | SHS NEW | 613,788 | $107.71M | 10.10% |
| SNDKSANDISK CORP | COM | 127,645 | $81.1M | 7.61% |
| GLWCORNING INC | COM | 535,776 | $72.85M | 6.83% |
| NVDANVIDIA CORPORATION COM | Stock | 355,296 | $61.96M | 5.81% |
| CIENCIENA CORP | COM NEW | 107,349 | $41.68M | 3.91% |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 113,247 | $38.27M | 3.59% |
| ALABASTERA LABS INC COM | Stock | 303,925 | $33.31M | 3.12% |
| MTSIMACOM TECH SOLUTIONS HLDGS I | COM | 136,829 | $30.39M | 2.85% |
| TERTERADYNE INC COM | Stock | 101,131 | $29.98M | 2.81% |
| COHRCOHERENT CORP | COM | 120,878 | $28.79M | 2.70% |
| TELTE CONNECTIVITY PLC ORD SHS | Stock | 122,692 | $25.65M | 2.41% |
| GOOGALPHABET INC CAP STK CL C | Stock | 87,755 | $25.17M | 2.36% |
| MODMODINE MFG CO | COM | 115,013 | $24.92M | 2.34% |
| QRVOQORVO INC COM | Stock | 272,959 | $21.13M | 1.98% |
| MRVLMARVELL TECHNOLOGY INC | COM | 133,158 | $13.19M | 1.24% |
| TSLATESLA INC COM | Stock | 26,231 | $9.75M | 0.91% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 12, 2026 | 22 | $1.24B | vs. Q1 2026 | SEC |
| Q1 2026 | May 20, 2026 | 22 | $1.07B | vs. Q4 2025 | SEC |
| Q4 2025 | May 20, 2026 | 20 | $277.17M | – | SEC |