E20 Capital Ltd
E20 Capital Ltd reported 22 holdings worth US$1.24B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
E20 Capital Ltd reported 22 holdings worth US$1.24B as of Jun 30, 2026. Largest: Intel Corporation, Robinhood Markets, Inc. and Stmicroelectronics Nv. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 22
- Value as reported
- US$1.24B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Intel Corporation | 1.44M | US$201M | 16.2% |
| Robinhood Markets, Inc. | 1.8M | US$180M | 14.6% |
| Stmicroelectronics Nv | 2.12M | US$159M | 12.8% |
| Amphenol Corporation | 704K | US$124M | 10.0% |
| Snowflake Inc. | 260K | US$66.2M | 5.3% |
| Ford Mtr Co Del | 4.17M | US$58M | 4.7% |
| Applied Materials, Inc. | 64,978 | US$47M | 3.8% |
| Kla Corporation | 155K | US$46.8M | 3.8% |
| Cadence Design Systems, Inc. | 105K | US$39.3M | 3.2% |
| Semtech Corporation | 200K | US$32.4M | 2.6% |
| Littelfuse, Inc. | 60,893 | US$27.7M | 2.2% |
| Lam Research Corporation | 51,894 | US$22.5M | 1.8% |
| Onto Innovation Inc. | 56,220 | US$21.3M | 1.7% |
| Entegris, Inc. | 109K | US$19.7M | 1.6% |
| Advanced Energy Industries, Inc. | 50,051 | US$18.7M | 1.5% |
| Navan, Inc. | 747K | US$17.1M | 1.4% |
| Digitalocean Holdings, Inc. | 76,026 | US$11.9M | 0.96% |
| Qnity Electronics, Inc. | 44,524 | US$7.27M | 0.59% |
| Micron Technology, Inc. | 4,840 | US$5.59M | 0.45% |
| Coherent Corp. | 0 | US$0 | 0.00% |
| Modine Manufacturing Company | 0 | US$0 | 0.00% |
| Lumentum Holdings Inc. | 0 | US$0 | 0.00% |
| Axt Inc | 0 | US$0 | 0.00% |
| Macom Technology Solutions Holdings, Inc. | 0 | US$0 | 0.00% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 0 | US$0 | 0.00% |
| Tesla, Inc. | 0 | US$0 | 0.00% |
| Sandisk Corporation | 0 | US$0 | 0.00% |
| Alphabet Inc (google) Class C | 0 | US$0 | 0.00% |
| Ciena Corporation | 0 | US$0 | 0.00% |
| Corning Incorporated | 0 | US$0 | 0.00% |
| Teradyne, Inc. | 0 | US$0 | 0.00% |
| Nvidia Corporation | 0 | US$0 | 0.00% |
| Astera Labs, Inc. | 0 | US$0 | 0.00% |
| Qorvo, Inc. | 0 | US$0 | 0.00% |
| Marvell Technology, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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