13F-HR filed by E20 Capital Ltd
E20 Capital Ltd filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-20, with 22 holding rows worth $1,066,020,421.
- Accession
- 0002127793-26-000008
- Filer
- CIK 2127793
- Filed
- 2026-05-20
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 22 entries on the cover page, a total value of $1,066,020,421 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,066,020,421 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 186,661 | $131,177,884 | dollars as filed | |
| AXT INC | 00246W103 | COM | 2,068,550 | $117,865,979 | dollars as filed | |
| TOWER SEMICONDUCTOR LTD SHS NEW | M87915274 | Stock | 613,788 | $107,707,518 | dollars as filed | |
| Intel Corp | 458140100 | COM | 2,251,449 | $99,356,444 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 127,645 | $81,097,974 | dollars as filed | |
| CORNING INC | 219350105 | COM | 535,776 | $72,849,463 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 355,296 | $61,963,622 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 132,087 | $44,624,272 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 107,349 | $41,676,102 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 113,247 | $38,271,824 | dollars as filed | |
| ASTERA LABS INC COM | 04626A103 | COM | 303,925 | $33,310,180 | dollars as filed | |
| MACOM TECH SOLUTIONS HLDGS INC COM | 55405Y100 | Stock | 136,829 | $30,385,616 | dollars as filed | |
| TERADYNE INC COM | 880770102 | Stock | 101,131 | $29,981,296 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 120,878 | $28,794,348 | dollars as filed | |
| TE CONNECTIVITY PLC ORD SHS | G87052109 | Stock | 122,692 | $25,645,082 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 87,755 | $25,173,399 | dollars as filed | |
| MODINE MFG CO COM | 607828100 | Stock | 115,013 | $24,924,467 | dollars as filed | |
| SEMTECH CORP COM | 816850101 | Stock | 283,643 | $21,809,310 | dollars as filed | |
| QORVO INC COM | 74736K101 | Stock | 272,959 | $21,127,027 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 133,158 | $13,189,300 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 26,231 | $9,751,374 | dollars as filed | |
| QNITY ELECTRONICS INC COMMON STOCK | 74743L100 | Stock | 46,264 | $5,337,940 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002127793-26-000008 | this filing | 2026-05-20 | acceptance time not in the bulk data set |