Filed: 5/20/2026ACC: 0002127793-26-000008
📋 What this filing means
E20 CAPITAL LTD filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $1.07B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$1.07B
Total AUM (reported)
8.24M
Total Shares
Allocation by class
COM$822.21M77.1%
SHS NEW$107.71M10.1%
COM NEW$41.68M3.9%
SPONSORED ADS$38.27M3.6%
ORD SHS$25.65M2.4%
CAP STK CL C$25.17M2.4%
COMMON STOCK$5.34M0.5%
Portfolio Concentration
Top 3$356.75M33.5%
4–10$439.84M41.3%
11–25$269.43M25.3%
Top 3 weight
33.5%
Top 10 weight
74.7%
Voting Authority Distribution
Total shares with voting rights: 8.24M
Sole
Full voting authority
8.24M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole22
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings22
Rows:
LUMENTUM HLDGS INC
SOLEShares186.66K
TypeSH
Market value$131.18M
12.31%
Sole
186.66K
Shared
0.00
None
0.00
AXT INC
SOLEShares2.07M
TypeSH
Market value$117.87M
11.06%
Sole
2.07M
Shared
0.00
None
0.00
TOWER SEMICONDUCTOR LTD
SOLEShares613.79K
TypeSH
Market value$107.71M
10.10%
Sole
613.79K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares2.25M
TypeSH
Market value$99.36M
9.32%
Sole
2.25M
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares127.64K
TypeSH
Market value$81.10M
7.61%
Sole
127.64K
Shared
0.00
None
0.00
CORNING INC
SOLEShares535.78K
TypeSH
Market value$72.85M
6.83%
Sole
535.78K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares355.30K
TypeSH
Market value$61.96M
5.81%
Sole
355.30K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares132.09K
TypeSH
Market value$44.62M
4.19%
Sole
132.09K
Shared
0.00
None
0.00
CIENA CORP
SOLEShares107.35K
TypeSH
Market value$41.68M
3.91%
Sole
107.35K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares113.25K
TypeSH
Market value$38.27M
3.59%
Sole
113.25K
Shared
0.00
None
0.00
ASTERA LABS INC
SOLEShares303.93K
TypeSH
Market value$33.31M
3.12%
Sole
303.93K
Shared
0.00
None
0.00
MACOM TECH SOLUTIONS HLDGS I
SOLEShares136.83K
TypeSH
Market value$30.39M
2.85%
Sole
136.83K
Shared
0.00
None
0.00
TERADYNE INC
SOLEShares101.13K
TypeSH
Market value$29.98M
2.81%
Sole
101.13K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares120.88K
TypeSH
Market value$28.79M
2.70%
Sole
120.88K
Shared
0.00
None
0.00
TE CONNECTIVITY PLC
SOLEShares122.69K
TypeSH
Market value$25.65M
2.41%
Sole
122.69K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares87.75K
TypeSH
Market value$25.17M
2.36%
Sole
87.75K
Shared
0.00
None
0.00
MODINE MFG CO
SOLEShares115.01K
TypeSH
Market value$24.92M
2.34%
Sole
115.01K
Shared
0.00
None
0.00
SEMTECH CORP
SOLEShares283.64K
TypeSH
Market value$21.81M
2.05%
Sole
283.64K
Shared
0.00
None
0.00
QORVO INC
SOLEShares272.96K
TypeSH
Market value$21.13M
1.98%
Sole
272.96K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares133.16K
TypeSH
Market value$13.19M
1.24%
Sole
133.16K
Shared
0.00
None
0.00
TESLA INC
SOLEShares26.23K
TypeSH
Market value$9.75M
0.91%
Sole
26.23K
Shared
0.00
None
0.00
QNITY ELECTRONICS INC
SOLEShares46.26K
TypeSH
Market value$5.34M
0.50%
Sole
46.26K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LUMENTUM HLDGS INCSOLE | COM | 186.66K | SH | $131.18M 12.31% | 186.66K | 0.00 | 0.00 |
AXT INCSOLE | COM | 2.07M | SH | $117.87M 11.06% | 2.07M | 0.00 | 0.00 |
TOWER SEMICONDUCTOR LTDSOLE | SHS NEW | 613.79K | SH | $107.71M 10.10% | 613.79K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 2.25M | SH | $99.36M 9.32% | 2.25M | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 127.64K | SH | $81.10M 7.61% | 127.64K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 535.78K | SH | $72.85M 6.83% | 535.78K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 355.30K | SH | $61.96M 5.81% | 355.30K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 132.09K | SH | $44.62M 4.19% | 132.09K | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 107.35K | SH | $41.68M 3.91% | 107.35K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 113.25K | SH | $38.27M 3.59% | 113.25K | 0.00 | 0.00 |
ASTERA LABS INCSOLE | COM | 303.93K | SH | $33.31M 3.12% | 303.93K | 0.00 | 0.00 |
MACOM TECH SOLUTIONS HLDGS ISOLE | COM | 136.83K | SH | $30.39M 2.85% | 136.83K | 0.00 | 0.00 |
TERADYNE INCSOLE | COM | 101.13K | SH | $29.98M 2.81% | 101.13K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 120.88K | SH | $28.79M 2.70% | 120.88K | 0.00 | 0.00 |
TE CONNECTIVITY PLCSOLE | ORD SHS | 122.69K | SH | $25.65M 2.41% | 122.69K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 87.75K | SH | $25.17M 2.36% | 87.75K | 0.00 | 0.00 |
MODINE MFG COSOLE | COM | 115.01K | SH | $24.92M 2.34% | 115.01K | 0.00 | 0.00 |
SEMTECH CORPSOLE | COM | 283.64K | SH | $21.81M 2.05% | 283.64K | 0.00 | 0.00 |
QORVO INCSOLE | COM | 272.96K | SH | $21.13M 1.98% | 272.96K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 133.16K | SH | $13.19M 1.24% | 133.16K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 26.23K | SH | $9.75M 0.91% | 26.23K | 0.00 | 0.00 |
QNITY ELECTRONICS INCSOLE | COMMON STOCK | 46.26K | SH | $5.34M 0.50% | 46.26K | 0.00 | 0.00 |