E20 Capital Ltd
- SEC CIK
- 0002127793
- Latest filing
- Aug 12, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 20, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 22
- +2 vs. Q4 2025
- Portfolio value
- $1.07B
- +$788.9M (+284.6%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| QQnity Electronics, Inc. | COMMON STOCK | 46,264 | $5.34M | 0.5% | +46,264 | New | History |
| TSLATesla, Inc. | Stock | 26,231 | $9.75M | 0.9% | +26,231 | New | History |
| MRVLMarvell Technology, Inc. | COM | 133,158 | $13.2M | 1.2% | +133,158 | New | History |
| QRVOQorvo, Inc. | Stock | 272,959 | $21.1M | 2.0% | +272,959 | New | History |
| SMTCSemtech Corp | Stock | 283,643 | $21.8M | 2.0% | +283,643 | New | History |
| MODModine Manufacturing Co | COM | 115,013 | $24.9M | 2.3% | +78,224+212.6% | Added | History |
| GOOGAlphabet Inc. | Stock | 87,755 | $25.2M | 2.4% | +7,898+9.9% | Added | History |
| TELTE Connectivity plc | Stock | 122,692 | $25.6M | 2.4% | +122,692 | New | History |
| COHRCoherent Corp. | COM | 120,878 | $28.8M | 2.7% | +120,878 | New | History |
| TERTeradyne, Inc | Stock | 101,131 | $30.0M | 2.8% | +101,131 | New | History |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 136,829 | $30.4M | 2.9% | +136,829 | New | History |
| ALABAstera Labs, Inc. | Stock | 303,925 | $33.3M | 3.1% | +303,925 | New | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 113,247 | $38.3M | 3.6% | +97,397+614.5% | Added | History |
| CIENCiena Corp | COM NEW | 107,349 | $41.7M | 3.9% | +107,349 | New | History |
| MUMicron Technology Inc | Stock | 132,087 | $44.6M | 4.2% | +77,398+141.5% | Added | History |
| NVDANVIDIA Corp | Stock | 355,296 | $62.0M | 5.8% | +193,795+120.0% | Added | History |
| GLWCorning Inc | COM | 535,776 | $72.8M | 6.8% | +483,589+926.6% | Added | History |
| SNDKSandisk Corp | COM | 127,645 | $81.1M | 7.6% | −50,963−28.5% | Reduced | History |
| INTCIntel Corp | Stock | 2,251,449 | $99.4M | 9.3% | +1,332,053+144.9% | Added | History |
| TSEMTower Semiconductor Ltd | SHS NEW | 613,788 | $107.7M | 10.1% | +613,788 | New | History |
| AXTIAxt Inc | COM | 2,068,550 | $117.9M | 11.1% | −973,731−32.0% | Reduced | History |
| LITELumentum Holdings Inc. | COM | 186,661 | $131.2M | 12.3% | +160,256+606.9% | Added | History |
Sold out since Q4 2025 (10)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| GLDSPDR Gold Trust | ETF | 30,323 | $12.0M | 4.3% | History |
| VIKViking Holdings Ltd | ORD SHS | 146,110 | $10.4M | 3.8% | 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 |
| 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 |