Filed: 8/13/2026ACC: 0002127793-26-000009
📋 What this filing means
E20 CAPITAL LTD filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $1.24B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$1.24B
Total AUM (reported)
12.59M
Total Shares
Allocation by class
COM$547.34M44.1%
COM CL A$180.50M14.6%
NY REGISTRY$158.78M12.8%
CL A$141.24M11.4%
ORD SHS$69.75M5.6%
COM NEW$69.25M5.6%
COM SHS$66.17M5.3%
Portfolio Concentration
Top 3$540.75M43.6%
4–10$451.10M36.4%
11–25$248.44M20.0%
Top 3 weight
43.6%
Top 10 weight
80.0%
Voting Authority Distribution
Total shares with voting rights: 12.59M
Sole
Full voting authority
12.59M
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:
INTEL CORP
SOLEShares1.44M
TypeSH
Market value$201.47M
16.24%
Sole
1.44M
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares1.80M
TypeSH
Market value$180.50M
14.55%
Sole
1.80M
Shared
0.00
None
0.00
STMICROELECTRONICS N V
SOLEShares2.12M
TypeSH
Market value$158.78M
12.80%
Sole
2.12M
Shared
0.00
None
0.00
AMPHENOL CORP
SOLEShares704.12K
TypeSH
Market value$124.15M
10.01%
Sole
704.12K
Shared
0.00
None
0.00
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares72.28K
TypeSH
Market value$69.75M
5.62%
Sole
72.28K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares259.99K
TypeSH
Market value$66.17M
5.33%
Sole
259.99K
Shared
0.00
None
0.00
FORD MTR CO
SOLEShares4.17M
TypeSH
Market value$57.99M
4.68%
Sole
4.17M
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares64.98K
TypeSH
Market value$46.98M
3.79%
Sole
64.98K
Shared
0.00
None
0.00
KLA CORP
SOLEShares154.98K
TypeSH
Market value$46.76M
3.77%
Sole
154.98K
Shared
0.00
None
0.00
CADENCE DESIGN SYSTEM INC
SOLEShares104.73K
TypeSH
Market value$39.31M
3.17%
Sole
104.73K
Shared
0.00
None
0.00
SEMTECH CORP
SOLEShares200.17K
TypeSH
Market value$32.40M
2.61%
Sole
200.17K
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares144.58K
TypeSH
Market value$32.37M
2.61%
Sole
144.58K
Shared
0.00
None
0.00
HONEYWELL AEROSPACE INC
SOLEShares144.58K
TypeSH
Market value$31.96M
2.58%
Sole
144.58K
Shared
0.00
None
0.00
LITTELFUSE INC
SOLEShares60.89K
TypeSH
Market value$27.73M
2.24%
Sole
60.89K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares51.89K
TypeSH
Market value$22.49M
1.81%
Sole
51.89K
Shared
0.00
None
0.00
ONTO INNOVATION INC
SOLEShares56.22K
TypeSH
Market value$21.28M
1.72%
Sole
56.22K
Shared
0.00
None
0.00
ENTEGRIS INC
SOLEShares109.36K
TypeSH
Market value$19.67M
1.59%
Sole
109.36K
Shared
0.00
None
0.00
ADVANCED ENERGY INDS
SOLEShares50.05K
TypeSH
Market value$18.66M
1.50%
Sole
50.05K
Shared
0.00
None
0.00
NAVAN INC
SOLEShares747.14K
TypeSH
Market value$17.09M
1.38%
Sole
747.14K
Shared
0.00
None
0.00
DIGITALOCEAN HLDGS INC
SOLEShares76.03K
TypeSH
Market value$11.94M
0.96%
Sole
76.03K
Shared
0.00
None
0.00
QNITY ELECTRONICS INC
SOLEShares44.52K
TypeSH
Market value$7.27M
0.59%
Sole
44.52K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares4.84K
TypeSH
Market value$5.59M
0.45%
Sole
4.84K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INTEL CORPSOLE | COM | 1.44M | SH | $201.47M 16.24% | 1.44M | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 1.80M | SH | $180.50M 14.55% | 1.80M | 0.00 | 0.00 |
STMICROELECTRONICS N VSOLE | NY REGISTRY | 2.12M | SH | $158.78M 12.80% | 2.12M | 0.00 | 0.00 |
AMPHENOL CORPSOLE | CL A | 704.12K | SH | $124.15M 10.01% | 704.12K | 0.00 | 0.00 |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 72.28K | SH | $69.75M 5.62% | 72.28K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 259.99K | SH | $66.17M 5.33% | 259.99K | 0.00 | 0.00 |
FORD MTR COSOLE | COM | 4.17M | SH | $57.99M 4.68% | 4.17M | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 64.98K | SH | $46.98M 3.79% | 64.98K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 154.98K | SH | $46.76M 3.77% | 154.98K | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INCSOLE | COM | 104.73K | SH | $39.31M 3.17% | 104.73K | 0.00 | 0.00 |
SEMTECH CORPSOLE | COM | 200.17K | SH | $32.40M 2.61% | 200.17K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 144.58K | SH | $32.37M 2.61% | 144.58K | 0.00 | 0.00 |
HONEYWELL AEROSPACE INCSOLE | COM | 144.58K | SH | $31.96M 2.58% | 144.58K | 0.00 | 0.00 |
LITTELFUSE INCSOLE | COM | 60.89K | SH | $27.73M 2.24% | 60.89K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 51.89K | SH | $22.49M 1.81% | 51.89K | 0.00 | 0.00 |
ONTO INNOVATION INCSOLE | COM | 56.22K | SH | $21.28M 1.72% | 56.22K | 0.00 | 0.00 |
ENTEGRIS INCSOLE | COM | 109.36K | SH | $19.67M 1.59% | 109.36K | 0.00 | 0.00 |
ADVANCED ENERGY INDSSOLE | COM | 50.05K | SH | $18.66M 1.50% | 50.05K | 0.00 | 0.00 |
NAVAN INCSOLE | CL A | 747.14K | SH | $17.09M 1.38% | 747.14K | 0.00 | 0.00 |
DIGITALOCEAN HLDGS INCSOLE | COM | 76.03K | SH | $11.94M 0.96% | 76.03K | 0.00 | 0.00 |
QNITY ELECTRONICS INCSOLE | COMMON STOCK | 44.52K | SH | $7.27M 0.59% | 44.52K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 4.84K | SH | $5.59M 0.45% | 4.84K | 0.00 | 0.00 |