E20 Capital Ltd Portfolio Stock Holdings
E20 Capital Ltd disclosed 22 stock positions valued at approximately $1.1 billion in its latest SEC 13F filing. The largest holdings include LUMENTUM HLDGS INC, AXT INC, and INTEL CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 20, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 22
- Portfolio Value
- $1.1B
Holdings by Sector
E20 Capital Ltd Portfolio Holdings in Q1 2026
20 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| LUMENTUM HLDGS INC | LITE | Technology | 12.31% | 186,661 | +160,256 | +606.92% | $131,177,884 |
| AXT INC | AXTI | Technology | 11.06% | 2,068,550 | -973,731 | -32.01% | $117,865,979 |
| INTEL CORP | INTC | Technology | 9.32% | 2,251,449 | +1,332,053 | +144.88% | $99,356,444 |
| SANDISK CORP | SNDK | Other | 7.61% | 127,645 | -50,963 | -28.53% | $81,097,974 |
| CORNING INC | GLW | Technology | 6.83% | 535,776 | +483,589 | +926.65% | $72,849,463 |
| NVIDIA CORPORATION | NVDA | Technology | 5.81% | 355,296 | +193,795 | +120.00% | $61,963,622 |
| MICRON TECHNOLOGY INC | MU | Technology | 4.19% | 132,087 | +77,398 | +141.52% | $44,624,272 |
| CIENA CORP | CIEN | Technology | 3.91% | 107,349 | +107,349 | +100.00% | $41,676,102 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 3.59% | 113,247 | +97,397 | +614.49% | $38,271,824 |
| ASTERA LABS INC | ALAB | Technology | 3.12% | 303,925 | +303,925 | +100.00% | $33,310,180 |
| MACOM TECH SOLUTIONS HLDGS I | MTSI | Technology | 2.85% | 136,829 | +136,829 | +100.00% | $30,385,616 |
| TERADYNE INC | TER | Technology | 2.81% | 101,131 | +101,131 | +100.00% | $29,981,296 |
| COHERENT CORP | COHR | Technology | 2.70% | 120,878 | +120,878 | +100.00% | $28,794,348 |
| TE CONNECTIVITY PLC | TEL | Other | 2.41% | 122,692 | +122,692 | +100.00% | $25,645,082 |
| ALPHABET INC | GOOG | Communication Services | 2.36% | 87,755 | +7,898 | +9.89% | $25,173,399 |
| MODINE MFG CO | MOD | Consumer Cyclical | 2.34% | 115,013 | +78,224 | +212.63% | $24,924,467 |
| SEMTECH CORP | SMTC | Technology | 2.05% | 283,643 | +283,643 | +100.00% | $21,809,310 |
| QORVO INC | QRVO | Technology | 1.98% | 272,959 | +272,959 | +100.00% | $21,127,027 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 1.24% | 133,158 | +133,158 | +100.00% | $13,189,300 |
| TESLA INC | TSLA | Consumer Cyclical | 0.91% | 26,231 | +26,231 | +100.00% | $9,751,374 |