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E20 Capital Ltd

CIK 2127793 · latest 13F filed 13 August 2026 · Read the filing on EDGAR

E20 Capital Ltd reported 22 US-listed holdings worth $1.24 billion in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: Intel Corp. (16.2%), Robinhood Markets, Inc. (14.6%) and STMicroelectronics N.V. (12.8%). Against the quarter before, it opened 18 positions, added to 0, trimmed 4 and sold out of 18.

Reported holdings$1.24B+16.3% on Q1 2026
Positions22as many as Q1 2026
The largest ten80.0%of its reported holdings
Latest 13FQ2 2026filed 13 August 2026
Where the money is
OpenedTrimmed
INTC16.2%HOOD14.6%STM12.8%APH10.0%STX5.6%SNOW5.3%F4.7%AMAT3.8%KLAC3.8%CDNS3.2%SMTC2.6%HON2.6%HONA2.6%LFUS2.2%8 more10.0%

The 14 largest of its 22 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q4 2025: $277.2 million in 20 positions$277MQ4 25Q1 2026: $1.07 billion in 22 positions$1.07BQ1 26Q2 2026: $1.24 billion in 22 positions$1.24BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 18Trimmed 4Sold out 18
Opened: 18Trimmed: 4Sold out: 18

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 18

  1. Robinhood Markets, Inc. HOOD$180.5 million
  2. STMicroelectronics N.V. STM$158.8 million
  3. Amphenol Corp. APH$124.2 million
  4. Seagate Technology Holdings plc STX$69.8 million
  5. Snowflake Inc. SNOW$66.2 million
  6. Ford Motor Co. F$58.0 million
  7. Applied Materials Inc. AMAT$47.0 million
  8. KLA Corp. KLAC$46.8 million

and 10 more in the table below

Trimmed 4

  1. Micron Technology Inc. MU-127,247 shares · -96%
  2. Intel Corp. INTC-808,539 shares · -36%
  3. Semtech Corp. SMTC-83,476 shares · -29%
  4. Qnity Electronics, Inc. Q-1,740 shares · -4%

Sold out of 18

  1. Lumentum Holdings Inc. LITE$131.2 million last quarter
  2. Axt Inc. AXTI$117.9 million last quarter
  3. Tower Semiconductor Ltd TSEM$107.7 million last quarter
  4. Sandisk Corp. SNDK$81.1 million last quarter
  5. Corning Inc. GLW$72.8 million last quarter
  6. NVIDIA Corp. NVDA$62.0 million last quarter
  7. Ciena Corp. CIEN$41.7 million last quarter
  8. Taiwan Semiconductor Manufacturing Company Limited TSM$38.3 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Intel Corp. INTC1,442,910$201.5 million16.24%-808,539
Robinhood Markets, Inc. HOOD1,799,926$180.5 million14.55%new
STMicroelectronics N.V. STM2,120,166$158.8 million12.80%new
Amphenol Corp. APH704,122$124.2 million10.01%new
Seagate Technology Holdings plc STX72,280$69.8 million5.62%new
Snowflake Inc. SNOW259,986$66.2 million5.33%new
Ford Motor Co. F4,171,987$58.0 million4.68%new
Applied Materials Inc. AMAT64,978$47.0 million3.79%new
KLA Corp. KLAC154,980$46.8 million3.77%new
Cadence Design Systems Inc. CDNS104,733$39.3 million3.17%new
Semtech Corp. SMTC200,167$32.4 million2.61%-83,476
Honeywell International Inc. HON144,577$32.4 million2.61%new
Honeywell Aerospace Inc. Com HONA144,577$32.0 million2.58%new
Littelfuse Inc. LFUS60,893$27.7 million2.24%new
Lam Research Corp. LRCX51,894$22.5 million1.81%new
Onto Innovation Inc. ONTO56,220$21.3 million1.72%new
Entegris Inc. ENTG109,365$19.7 million1.59%new
Advanced Energy Industries Inc. AEIS50,051$18.7 million1.50%new
Navan Inc. NAVN747,136$17.1 million1.38%new
DigitalOcean Holdings, Inc. DOCN76,026$11.9 million0.96%new
Qnity Electronics, Inc. Q44,524$7.3 million0.59%-1,740
Micron Technology Inc. MU4,840$5.6 million0.45%-127,247
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 18 it sold out of are in the box above.