E20 Capital Ltd
- SEC CIK
- 0002127793
- Latest filing
- Aug 12, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 12, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 22
- 0 vs. Q1 2026
- Portfolio value
- $1.24B
- +$174.3M (+16.3%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| INTCIntel Corp | Stock | 1,442,910 | $201.5M | 16.2% | −808,539−35.9% | Reduced | History |
| HOODRobinhood Markets, Inc. | Stock | 1,799,926 | $180.5M | 14.6% | +1,799,926 | New | History |
| STMSTMicroelectronics N.V. | NY REGISTRY | 2,120,166 | $158.8M | 12.8% | +2,120,166 | New | History |
| APHAmphenol Corp | CL A | 704,122 | $124.2M | 10.0% | +704,122 | New | History |
| STXSeagate Technology Holdings plc | ORD SHS | 72,280 | $69.8M | 5.6% | +72,280 | New | History |
| SNOWSnowflake Inc. | Stock | 259,986 | $66.2M | 5.3% | +259,986 | New | History |
| FFord Motor Co | Stock | 4,171,987 | $58.0M | 4.7% | +4,171,987 | New | History |
| AMATApplied Materials Inc | Stock | 64,978 | $47.0M | 3.8% | +64,978 | New | History |
| KLACKLA Corp | COM NEW | 154,980 | $46.8M | 3.8% | +154,980 | New | History |
| CDNSCadence Design Systems Inc | Stock | 104,733 | $39.3M | 3.2% | +104,733 | New | History |
| SMTCSemtech Corp | Stock | 200,167 | $32.4M | 2.6% | −83,476−29.4% | Reduced | History |
| HONHoneywell International Inc | Stock | 144,577 | $32.4M | 2.6% | +144,577 | New | History |
| HONAHoneywell Aerospace Inc. | COM | 144,577 | $32.0M | 2.6% | +144,577 | New | History |
| LFUSLittelfuse Inc | COM | 60,893 | $27.7M | 2.2% | +60,893 | New | History |
| LRCXLam Research Corp | Stock | 51,894 | $22.5M | 1.8% | +51,894 | New | History |
| ONTOOnto Innovation Inc. | COM | 56,220 | $21.3M | 1.7% | +56,220 | New | History |
| ENTGEntegris Inc | COM | 109,365 | $19.7M | 1.6% | +109,365 | New | History |
| AEISAdvanced Energy Industries Inc | COM | 50,051 | $18.7M | 1.5% | +50,051 | New | History |
| NAVNNavan, Inc. | CL A | 747,136 | $17.1M | 1.4% | +747,136 | New | History |
| DOCNDigitalOcean Holdings, Inc. | COM | 76,026 | $11.9M | 1.0% | +76,026 | New | History |
| QQnity Electronics, Inc. | COMMON STOCK | 44,524 | $7.27M | 0.6% | −1,740−3.8% | Reduced | History |
| MUMicron Technology Inc | Stock | 4,840 | $5.59M | 0.5% | −127,247−96.3% | Reduced | History |
Sold out since Q1 2026 (18)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| LITELumentum Holdings Inc. | COM | 186,661 | $131.2M | 12.3% | History |
| AXTIAxt Inc | COM | 2,068,550 | $117.9M | 11.1% | History |
| TSEMTower Semiconductor Ltd | SHS NEW | 613,788 | $107.7M | 10.1% | History |
| SNDKSandisk Corp | COM | 127,645 | $81.1M | 7.6% | History |
| GLWCorning Inc | COM | 535,776 | $72.8M | 6.8% | History |
| NVDANVIDIA Corp | Stock | 355,296 | $62.0M | 5.8% | History |
| CIENCiena Corp | COM NEW | 107,349 | $41.7M | 3.9% | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 113,247 | $38.3M | 3.6% | History |
| ALABAstera Labs, Inc. | Stock | 303,925 | $33.3M | 3.1% | History |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 136,829 | $30.4M | 2.9% | History |
| TERTeradyne, Inc | Stock | 101,131 | $30.0M | 2.8% | History |
| COHRCoherent Corp. | COM | 120,878 | $28.8M | 2.7% | History |
| TELTE Connectivity plc | Stock | 122,692 | $25.6M | 2.4% | History |
| GOOGAlphabet Inc. | Stock | 87,755 | $25.2M | 2.4% | History |
| MODModine Manufacturing Co | COM | 115,013 | $24.9M | 2.3% | History |
| QRVOQorvo, Inc. | Stock | 272,959 | $21.1M | 2.0% | History |
| MRVLMarvell Technology, Inc. | COM | 133,158 | $13.2M | 1.2% | History |
| TSLATesla, Inc. | Stock | 26,231 | $9.75M | 0.9% | History |