E20 Capital Ltd
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.07B
Q ending 2026-03-31
Prior quarter
$277.2M
Q ending 2025-12-31
Change
+284.6% QoQ
Positions
22
reported holdings
Largest positions
All 22 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Lumentum Hldgs Inc | LITE | Shares | $131.2M | 187K |
| Axt Inc | AXTI | Shares | $117.9M | 2.1M |
| Tower Semiconductor Ltd | Shares | $107.7M | 614K | |
| Intel Corp | INTC | Shares | $99.4M | 2.3M |
| Sandisk Corp | SNDK | Shares | $81.1M | 128K |
| Corning Inc | GLW | Shares | $72.8M | 536K |
| Nvidia Corporation | NVDA | Shares | $62.0M | 355K |
| Micron Technology Inc | MU | Shares | $44.6M | 132K |
| Ciena Corp | CIEN | Shares | $41.7M | 107K |
| Taiwan Semiconductor Manufac | TSM | Shares | $38.3M | 113K |
| Astera Labs Inc | ALAB | Shares | $33.3M | 304K |
| Macom Tech Solutions Hldgs I | MTSI | Shares | $30.4M | 137K |
| Teradyne Inc | TER | Shares | $30.0M | 101K |
| Coherent Corp | COHR | Shares | $28.8M | 121K |
| Te Connectivity Plc | Shares | $25.6M | 123K | |
| Alphabet Inc | GOOG | Shares | $25.2M | 88K |
| Modine Mfg Co | MOD | Shares | $24.9M | 115K |
| Semtech Corp | SMTC | Shares | $21.8M | 284K |
| Qorvo Inc | QRVO | Shares | $21.1M | 273K |
| Marvell Technology Inc | MRVL | Shares | $13.2M | 133K |
| Tesla Inc | TSLA | Shares | $9.8M | 26K |
| Qnity Electronics Inc | Q | Shares | $5.3M | 46K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.