E20 Capital Ltd
- SEC CIK
- 0002127793
- Latest filing
- Aug 12, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed May 20, 2026. Long positions only.
- Positions
- 20
- No filing for Q3 2025
- Portfolio value
- $277.2M
- No filing for Q3 2025
E20 Capital Ltd did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AXTIAxt Inc | COM | 3,042,281 | $49.7M | 17.9% | – | – | History |
| SNDKSandisk Corp | COM | 178,608 | $42.4M | 15.3% | – | – | History |
| INTCIntel Corp | Stock | 919,396 | $33.9M | 12.2% | – | – | History |
| NVDANVIDIA Corp | Stock | 161,501 | $30.1M | 10.9% | – | – | History |
| GOOGAlphabet Inc. | Stock | 79,857 | $25.1M | 9.0% | – | – | History |
| MUMicron Technology Inc | Stock | 54,689 | $15.6M | 5.6% | – | – | History |
| GLDSPDR Gold Trust | ETF | 30,323 | $12.0M | 4.3% | – | – | History |
| VIKViking Holdings Ltd | ORD SHS | 146,110 | $10.4M | 3.8% | – | – | History |
| LITELumentum Holdings Inc. | COM | 26,405 | $9.73M | 3.5% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 26,690 | $8.81M | 3.2% | – | – | History |
| JOYYJOYY Inc. | ADS REPSTG COM A | 112,924 | $7.31M | 2.6% | – | – | History |
| HOODRobinhood Markets, Inc. | Stock | 63,734 | $7.21M | 2.6% | – | – | History |
| LRCXLam Research Corp | Stock | 30,282 | $5.18M | 1.9% | – | – | History |
| MODModine Manufacturing Co | COM | 36,789 | $4.91M | 1.8% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 15,850 | $4.82M | 1.7% | – | – | History |
| GLWCorning Inc | COM | 52,187 | $4.57M | 1.6% | – | – | History |
| AAOIApplied Optoelectronics, Inc. | COM | 67,223 | $2.34M | 0.8% | – | – | History |
| FICOFair Isaac Corp | COM | 1,030 | $1.74M | 0.6% | – | – | History |
| AVGOBroadcom Inc. | Stock | 3,040 | $1.05M | 0.4% | – | – | History |
| MELIMercadolibre Inc | COM | 89 | $179.3K | 0.1% | – | – | History |