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13F-HR filed by E20 Capital Ltd

E20 Capital Ltd filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-05-20, with 20 holding rows worth $277,166,044.

Accession
0002127793-26-000007
Filed
2026-05-20
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 20 entries on the cover page, a total value of $277,166,044 stated on the cover page (in dollars after the unit check, H1), rows summing to $277,166,044 with VALUE read as dollars as filed, 13F file number 028-26987. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
AXT INC00246W103COM3,042,281$49,741,294dollars as filed
SanDisk Corporation80004C200COM178,608$42,397,967dollars as filed
Intel Corp458140100COM919,396$33,925,712dollars as filed
NVIDIA Corp67066G104COM161,501$30,119,937dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM79,857$25,059,127dollars as filed
Micron Technology,Inc.595112103COM54,689$15,608,787dollars as filed
SPDR GOLD TR78463V107GOLD SHS30,323$12,017,308dollars as filed
VIKING HOLDINGS LTDG93A5A101ORD SHS146,110$10,433,715dollars as filed
LUMENTUM HLDGS INC COM55024U109Stock26,405$9,732,619dollars as filed
UnitedHealth Group Inc91324P102COM26,690$8,810,636dollars as filed
JOYY INC ADS REPSTG COM A46591M109ADR112,924$7,312,958dollars as filed
ROBINHOOD MKTS INC770700102COM63,734$7,208,315dollars as filed
Lam Research Corporation512807306COM30,282$5,183,673dollars as filed
MODINE MFG CO COM607828100Stock36,789$4,911,699dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS15,850$4,816,657dollars as filed
CORNING INC219350105COM52,187$4,569,494dollars as filed
APPLIED OPTOELECTRONICS INC03823U102COM67,223$2,343,394dollars as filed
FAIR ISAAC CORP COM303250104Stock1,030$1,741,339dollars as filed
Broadcom Inc.11135F101COM3,040$1,052,144dollars as filed
MERCADOLIBREINC58733R102STOK89$179,269dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002127793-26-000007this filing2026-05-20acceptance time not in the bulk data set