E20 Capital Ltd
Follow13F filer, CIK 2127793, HONG KONG, Hong Kong
E20 Capital Ltd reported $1,240,291,125 across 22 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13. Its ten largest share positions make up 79.97% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002127793-26-000009
- Period
- 2026-06-30
- Reported value
- $1.24B
- Holdings
- 22
- Top 10 weight
- 79.97%
- New
- 18
- Sold out
- 18
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| HOODnew | +1,799,926 | $180M |
| STMnew | +2,120,166 | $159M |
| APHnew | +704,122 | $124M |
| STXnew | +72,280 | $69.8M |
| SNOWnew | +259,986 | $66.2M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| MUreduced | -127,247 | -$147M |
| LITEexited | -186,661 | -$131M |
| AXTIexited | -2,068,550 | -$118M |
| INTCreduced | -808,539 | -$113M |
| TSEMexited | -613,788 | -$108M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q2 2026
Share positions as resolved from 13F-HR 0002127793-26-000009, largest first. % of portfolio is the value over $1,240,291,125, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| INTCINTEL CORP | 1,442,910 | $201M | 16.24% | -808,539 | Timeline | ||
| HOODROBINHOOD MKTS INC | 1,799,926 | $180M | 14.55% | new | Timeline | ||
| STMSTMICROELECTRONICS N V | 2,120,166 | $159M | 12.8% | new | Timeline | ||
| APHAMPHENOL CORP | 704,122 | $124M | 10.01% | new | Timeline | ||
| STXSEAGATE TECHNOLOGY HLDNGS PL | 72,280 | $69.8M | 5.62% | new | Timeline | ||
| SNOWSNOWFLAKE INC | 259,986 | $66.2M | 5.33% | new | Timeline | ||
| FFORD MTR CO | 4,171,987 | $58M | 4.68% | new | Timeline | ||
| AMATAPPLIED MATLS INC | 64,978 | $47M | 3.79% | new | Timeline | ||
| KLACKLA CORP | 154,980 | $46.8M | 3.77% | new | Timeline | ||
| CDNSCADENCE DESIGN SYSTEM INC | 104,733 | $39.3M | 3.17% | new | Timeline | ||
| SMTCSEMTECH CORP | 200,167 | $32.4M | 2.61% | -83,476 | Timeline | ||
| HONHONEYWELL INTL INC | 144,577 | $32.4M | 2.61% | new | Timeline | ||
| HONAHONEYWELL AEROSPACE INC | 144,577 | $32M | 2.58% | new | Timeline | ||
| LFUSLITTELFUSE INC | 60,893 | $27.7M | 2.24% | new | Timeline | ||
| LRCXLAM RESEARCH CORP | 51,894 | $22.5M | 1.81% | new | Timeline | ||
| ONTOONTO INNOVATION INC | 56,220 | $21.3M | 1.72% | new | Timeline | ||
| ENTGENTEGRIS INC | 109,365 | $19.7M | 1.59% | new | Timeline | ||
| AEISADVANCED ENERGY INDS | 50,051 | $18.7M | 1.5% | new | Timeline | ||
| NAVNNAVAN INC | 747,136 | $17.1M | 1.38% | new | Timeline | ||
| DOCNDIGITALOCEAN HLDGS INC | 76,026 | $11.9M | 0.96% | new | Timeline | ||
| QQNITY ELECTRONICS INC | 44,524 | $7.27M | 0.59% | -1,740 | Timeline | ||
| MUMICRON TECHNOLOGY INC | 4,840 | $5.59M | 0.45% | -127,247 | Timeline |
Sold out in Q2 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| LITELUMENTUM HLDGS INC | 186,661 | $131M | shares |
| AXTIAXT INC | 2,068,550 | $118M | shares |
| TSEMTOWER SEMICONDUCTOR LTD | 613,788 | $108M | shares |
| SNDKSANDISK CORP | 127,645 | $81.1M | shares |
| GLWCORNING INC | 535,776 | $72.8M | shares |
| NVDANVIDIA CORPORATION | 355,296 | $62M | shares |
| CIENCIENA CORP | 107,349 | $41.7M | shares |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 113,247 | $38.3M | shares |
| ALABASTERA LABS INC | 303,925 | $33.3M | shares |
| MTSIMACOM TECH SOLUTIONS HLDGS I | 136,829 | $30.4M | shares |
| TERTERADYNE INC | 101,131 | $30M | shares |
| COHRCOHERENT CORP | 120,878 | $28.8M | shares |
| TELTE CONNECTIVITY PLC | 122,692 | $25.6M | shares |
| GOOGALPHABET INC | 87,755 | $25.2M | shares |
| MODMODINE MFG CO | 115,013 | $24.9M | shares |
| QRVOQORVO INC | 272,959 | $21.1M | shares |
| MRVLMARVELL TECHNOLOGY INC | 133,158 | $13.2M | shares |
| TSLATESLA INC | 26,231 | $9.75M | shares |
How Q2 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0002127793-26-000009 | base | 2026-08-13 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002127793-26-000009 | Quarter ended 2026-06-30 | 2026-08-13 | acceptance time not in the bulk data set | |
| 13F-HR 0002127793-26-000007 | Quarter ended 2025-12-31 | 2026-05-20 | acceptance time not in the bulk data set | |
| 13F-HR 0002127793-26-000008 | Quarter ended 2026-03-31 | 2026-05-20 | acceptance time not in the bulk data set |