E20 Capital Ltd Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, E20 Capital Ltd disclosed 21 stock positions valued at approximately $1.24B as of quarter-end June 30, 2026. The largest holdings include INTEL CORP, ROBINHOOD MKTS INC, and STMICROELECTRONICS N V.
- Report Period
- June 30, 2026
- No. of Stocks
- 21
- Portfolio Value
- $1.24B
Holdings by Sector
E20 Capital Ltd Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INTEL CORP | INTC | Technology | 16.24% | 1,442,910 | -808,539 | -35.91% | $201,473,523 |
| ROBINHOOD MKTS INC | HOOD | Financial Services | 14.55% | 1,799,926 | +1,736,192 | +2724.12% | $180,496,579 |
| STMICROELECTRONICS N V | STM | Technology | 12.80% | 2,120,166 | +2,120,166 | +100.00% | $158,779,232 |
| AMPHENOL CORP | APH | Technology | 10.01% | 704,122 | +704,122 | +100.00% | $124,150,791 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 5.62% | 72,280 | +72,280 | +100.00% | $69,750,200 |
| SNOWFLAKE INC | SNOW | Technology | 5.33% | 259,986 | +259,986 | +100.00% | $66,166,437 |
| FORD MTR CO | F | Consumer Cyclical | 4.68% | 4,171,987 | +4,171,987 | +100.00% | $57,990,619 |
| APPLIED MATLS INC | AMAT | Technology | 3.79% | 64,978 | +64,978 | +100.00% | $46,979,094 |
| KLA CORP | KLAC | Technology | 3.77% | 154,980 | +154,980 | +100.00% | $46,759,016 |
| CADENCE DESIGN SYSTEM INC | CDNS | Technology | 3.17% | 104,733 | +104,733 | +100.00% | $39,308,390 |
| SEMTECH CORP | SMTC | Technology | 2.61% | 200,167 | -83,476 | -29.43% | $32,397,029 |
| HONEYWELL AEROSPACE INC | HONA | Other | 2.58% | 144,577 | +144,577 | +100.00% | $31,963,083 |
| LITTELFUSE INC | LFUS | Technology | 2.24% | 60,893 | +60,893 | +100.00% | $27,726,410 |
| LAM RESEARCH CORP | LRCX | Other | 1.81% | 51,894 | +21,612 | +71.37% | $22,487,227 |
| ONTO INNOVATION INC | ONTO | Technology | 1.72% | 56,220 | +56,220 | +100.00% | $21,276,459 |
| ENTEGRIS INC | ENTG | Technology | 1.59% | 109,365 | +109,365 | +100.00% | $19,670,389 |
| ADVANCED ENERGY INDS | AEIS | Industrials | 1.50% | 50,051 | +50,051 | +100.00% | $18,662,516 |
| NAVAN INC | NAVN | Other | 1.38% | 747,136 | +747,136 | +100.00% | $17,087,000 |
| DIGITALOCEAN HLDGS INC | DOCN | Technology | 0.96% | 76,026 | +76,026 | +100.00% | $11,938,363 |
| QNITY ELECTRONICS INC | Q | Other | 0.59% | 44,524 | -1,740 | -3.76% | $7,271,214 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.45% | 4,840 | -127,247 | -96.34% | $5,586,764 |
Showing 21 of 21 holdings in the latest reporting period.