E20 Capital Ltd
- SEC CIK
- 0002127793
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/12。SEC
- 持股檔數
- 22
- 較 2026 年第 1 季 0
- 總值
- $12.4 億
- 較 2026 年第 1 季 +$1.74 億 (+16.3%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| INTCINTEL CORP COM | Stock | 1,442,910 | $2.01 億 | 16.24% | −808,539−35.9% | 減碼 | 查看 |
| HOODROBINHOOD MKTS INC COM CL A | Stock | 1,799,926 | $1.8 億 | 14.55% | +1,799,926 | 新進 | 查看 |
| STMSTMICROELECTRONICS N V | NY REGISTRY | 2,120,166 | $1.59 億 | 12.80% | +2,120,166 | 新進 | 查看 |
| APHAMPHENOL CORP NEW | CL A | 704,122 | $1.24 億 | 10.01% | +704,122 | 新進 | 查看 |
| STXSEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | 72,280 | $6,975.02 萬 | 5.62% | +72,280 | 新進 | 查看 |
| SNOWSNOWFLAKE INC COM SHS | Stock | 259,986 | $6,616.64 萬 | 5.33% | +259,986 | 新進 | 查看 |
| FFORD MTR CO COM | Stock | 4,171,987 | $5,799.06 萬 | 4.68% | +4,171,987 | 新進 | 查看 |
| AMATAPPLIED MATLS INC COM | Stock | 64,978 | $4,697.91 萬 | 3.79% | +64,978 | 新進 | 查看 |
| KLACKLA CORP | COM NEW | 154,980 | $4,675.9 萬 | 3.77% | +154,980 | 新進 | 查看 |
| CDNSCADENCE DESIGN SYSTEM INC COM | Stock | 104,733 | $3,930.84 萬 | 3.17% | +104,733 | 新進 | 查看 |
| SMTCSEMTECH CORP COM | Stock | 200,167 | $3,239.7 萬 | 2.61% | −83,476−29.4% | 減碼 | 查看 |
| HONHONEYWELL INTL INC COM | Stock | 144,577 | $3,237.08 萬 | 2.61% | +144,577 | 新進 | 查看 |
| HONAHONEYWELL AEROSPACE INC | COM | 144,577 | $3,196.31 萬 | 2.58% | +144,577 | 新進 | 查看 |
| LFUSLITTELFUSE INC | COM | 60,893 | $2,772.64 萬 | 2.24% | +60,893 | 新進 | 查看 |
| LRCXLAM RESEARCH CORP COM NEW | Stock | 51,894 | $2,248.72 萬 | 1.81% | +51,894 | 新進 | 查看 |
| ONTOONTO INNOVATION INC | COM | 56,220 | $2,127.65 萬 | 1.72% | +56,220 | 新進 | 查看 |
| ENTGENTEGRIS INC | COM | 109,365 | $1,967.04 萬 | 1.59% | +109,365 | 新進 | 查看 |
| AEISADVANCED ENERGY INDS | COM | 50,051 | $1,866.25 萬 | 1.50% | +50,051 | 新進 | 查看 |
| NAVNNAVAN INC | CL A | 747,136 | $1,708.7 萬 | 1.38% | +747,136 | 新進 | 查看 |
| DOCNDIGITALOCEAN HLDGS INC | COM | 76,026 | $1,193.84 萬 | 0.96% | +76,026 | 新進 | 查看 |
| QQNITY ELECTRONICS INC | COMMON STOCK | 44,524 | $727.12 萬 | 0.59% | −1,740−3.8% | 減碼 | 查看 |
| MUMICRON TECHNOLOGY INC COM | Stock | 4,840 | $558.68 萬 | 0.45% | −127,247−96.3% | 減碼 | 查看 |
2026 年第 1 季 之後清倉（18 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季 股數 | 2026 年第 1 季 市值 | 2026 年第 1 季 佔組合 % |
|---|---|---|---|---|
| LITELUMENTUM HLDGS INC | COM | 186,661 | $1.31 億 | 12.31% |
| AXTIAXT INC | COM | 2,068,550 | $1.18 億 | 11.06% |
| TSEMTOWER SEMICONDUCTOR LTD | SHS NEW | 613,788 | $1.08 億 | 10.10% |
| SNDKSANDISK CORP | COM | 127,645 | $8,109.8 萬 | 7.61% |
| GLWCORNING INC | COM | 535,776 | $7,284.95 萬 | 6.83% |
| NVDANVIDIA CORPORATION COM | Stock | 355,296 | $6,196.36 萬 | 5.81% |
| CIENCIENA CORP | COM NEW | 107,349 | $4,167.61 萬 | 3.91% |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 113,247 | $3,827.18 萬 | 3.59% |
| ALABASTERA LABS INC COM | Stock | 303,925 | $3,331.02 萬 | 3.12% |
| MTSIMACOM TECH SOLUTIONS HLDGS I | COM | 136,829 | $3,038.56 萬 | 2.85% |
| TERTERADYNE INC COM | Stock | 101,131 | $2,998.13 萬 | 2.81% |
| COHRCOHERENT CORP | COM | 120,878 | $2,879.43 萬 | 2.70% |
| TELTE CONNECTIVITY PLC ORD SHS | Stock | 122,692 | $2,564.51 萬 | 2.41% |
| GOOGALPHABET INC CAP STK CL C | Stock | 87,755 | $2,517.34 萬 | 2.36% |
| MODMODINE MFG CO | COM | 115,013 | $2,492.45 萬 | 2.34% |
| QRVOQORVO INC COM | Stock | 272,959 | $2,112.7 萬 | 1.98% |
| MRVLMARVELL TECHNOLOGY INC | COM | 133,158 | $1,318.93 萬 | 1.24% |
| TSLATESLA INC COM | Stock | 26,231 | $975.14 萬 | 0.91% |
各季 13F 申報
| 季度 | 申報日 | 持股檔數 | 總值 | 變化 | 申報原文 |
|---|---|---|---|---|---|
| 2026 年第 2 季 | 2026/8/12 | 22 | $12.4 億 | 與 2026 年第 1 季 比較 | SEC |
| 2026 年第 1 季 | 2026/5/20 | 22 | $10.66 億 | 與 2025 年第 4 季 比較 | SEC |
| 2025 年第 4 季 | 2026/5/20 | 20 | $2.77 億 | – | SEC |