Back to E20 Capital Ltd
Q2 2026 13F filing
Updated 29 days ago22 disclosed positions worth $1.2B
Portfolio value
$1.2B
Total holdings
22
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-13
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | I INTC INTEL CORP | $201.5M | 1.44M | 16.24% | — |
| 2 | H HOOD ROBINHOOD MKTS INC | $180.5M | 1.80M | 14.55% | — |
| 3 | S STMEF STMICROELECTRONICS N V | $158.8M | 2.12M | 12.80% | — |
| 4 | A APH AMPHENOL CORP | $124.2M | 704.1K | 10.01% | — |
| 5 | S STX SEAGATE TECHNOLOGY HLDNGS PL | $69.8M | 72.3K | 5.62% | — |
| 6 | S SNOW SNOWFLAKE INC | $66.2M | 260.0K | 5.33% | — |
| 7 | F F-PD FORD MTR CO | $58M | 4.17M | 4.68% | — |
| 8 | A AMAT APPLIED MATLS INC | $47M | 65.0K | 3.79% | — |
| 9 | K KLAC KLA CORP | $46.8M | 155.0K | 3.77% | — |
| 10 | C CDNS CADENCE DESIGN SYSTEM INC | $39.3M | 104.7K | 3.17% | — |
| 11 | S SMTC SEMTECH CORP | $32.4M | 200.2K | 2.61% | — |
| 12 | H HON HONEYWELL INTL INC | $32.4M | 144.6K | 2.61% | — |
| 13 | H HONA HONEYWELL AEROSPACE INC | $32M | 144.6K | 2.58% | — |
| 14 | L LFUS LITTELFUSE INC | $27.7M | 60.9K | 2.24% | — |
| 15 | L LRCX LAM RESEARCH CORP | $22.5M | 51.9K | 1.81% | — |
| 16 | O ONTO ONTO INNOVATION INC | $21.3M | 56.2K | 1.72% | — |
| 17 | E ENTG ENTEGRIS INC | $19.7M | 109.4K | 1.59% | — |
| 18 | A AEIS ADVANCED ENERGY INDS | $18.7M | 50.1K | 1.50% | — |
| 19 | N NAVN NAVAN INC | $17.1M | 747.1K | 1.38% | — |
| 20 | D DOCN DIGITALOCEAN HLDGS INC | $11.9M | 76.0K | 0.96% | — |
| 21 | Q Q QNITY ELECTRONICS INC | $7.3M | 44.5K | 0.59% | — |
| 22 | M MU MICRON TECHNOLOGY INC | $5.6M | 4.8K | 0.45% | — |