E20 Capital Ltd Top Holdings and 13F Report (2026) About E20 Capital LtdInvestment ActivityE20 Capital Ltd has $1.24 billion in total holdings as of June 30, 2026.E20 Capital Ltd owns shares of 22 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 80.11% of the portfolio was purchased this quarter.About 94.21% of the portfolio was sold this quarter.This quarter, E20 Capital Ltd has purchased 22 new stocks and bought additional shares in 0 stocks.E20 Capital Ltd sold shares of 4 stocks and completely divested from 18 stocks this quarter.Largest Holdings Intel $201,473,523Robinhood Markets $180,496,579STMicroelectronics $158,779,232Amphenol $124,150,791Seagate Technology $69,750,200 Largest New Holdings this Quarter 770700102 - Robinhood Markets $180,496,579 Holding861012102 - STMicroelectronics $158,779,232 Holding032095101 - Amphenol $124,150,791 HoldingG7997R103 - Seagate Technology $69,750,200 Holding833445109 - Snowflake $66,166,437 Holding Largest Purchases this Quarter Robinhood Markets 1,799,926 shares (about $180.50M)STMicroelectronics 2,120,166 shares (about $158.78M)Amphenol 704,122 shares (about $124.15M)Seagate Technology 72,280 shares (about $69.75M)Snowflake 259,986 shares (about $66.17M) Largest Sales this Quarter Micron Technology 127,247 shares (about $146.88M)Intel 808,539 shares (about $112.90M)Semtech 83,476 shares (about $13.51M)QNITY ELECTRONICS INC 1,740 shares (about $284.16K) Sector Allocation Over TimeMap of 500 Largest Holdings ofE20 Capital Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorINTCIntel$201,473,523$112,896,300 â–¼-35.9%1,442,91016.2%TechnologyHOODRobinhood Markets$180,496,579$180,496,579 â–²New Holding1,799,92614.6%FinanceSTMSTMicroelectronics$158,779,232$158,779,232 â–²New Holding2,120,16612.8%TechnologyAPHAmphenol$124,150,791$124,150,791 â–²New Holding704,12210.0%TechnologySTXSeagate Technology$69,750,200$69,750,200 â–²New Holding72,2805.6%TechnologySNOWSnowflake$66,166,437$66,166,437 â–²New Holding259,9865.3%TechnologyFFord Motor$57,990,619$57,990,619 â–²New Holding4,171,9874.7%Consumer DiscretionaryAMATApplied Materials$46,979,094$46,979,094 â–²New Holding64,9783.8%TechnologyKLACKLA$46,759,016$46,759,016 â–²New Holding154,9803.8%TechnologyCDNSCadence Design Systems$39,308,390$39,308,390 â–²New Holding104,7333.2%TechnologySMTCSemtech$32,397,029$13,510,591 â–¼-29.4%200,1672.6%TechnologyHONEYWELL INTL INC$32,370,790$32,370,790 â–²New Holding144,5772.6%COMHONEYWELL AEROSPACE INC$31,963,083$31,963,083 â–²New Holding144,5772.6%COMLFUSLittelfuse$27,726,410$27,726,410 â–²New Holding60,8932.2%TechnologyLAM RESEARCH CORP$22,487,227$22,487,227 â–²New Holding51,8941.8%COM NEWONTOOnto Innovation$21,276,459$21,276,459 â–²New Holding56,2201.7%TechnologyENTGEntegris$19,670,389$19,670,389 â–²New Holding109,3651.6%TechnologyAEISAdvanced Energy Industries$18,662,516$18,662,516 â–²New Holding50,0511.5%TechnologyNAVAN INC$17,087,000$17,087,000 â–²New Holding747,1361.4%CL ADIGITALOCEAN HLDGS INC$11,938,363$11,938,363 â–²New Holding76,0261.0%COMQNITY ELECTRONICS INC$7,271,214$284,159 â–¼-3.8%44,5240.6%COMMON STOCKMUMicron Technology$5,586,764$146,879,950 â–¼-96.3%4,8400.5%TechnologyLITELumentum$0$131,177,884 â–¼-100.0%00.0%TechnologyAXTIAXT$0$117,865,979 â–¼-100.0%00.0%TechnologyTSEMTower Semiconductor$0$107,707,518 â–¼-100.0%00.0%TechnologySANDISK CORP$0$81,097,974 â–¼-100.0%00.0%COMGLWCorning$0$72,849,463 â–¼-100.0%00.0%TechnologyNVDANVIDIA$0$61,963,622 â–¼-100.0%00.0%TechnologyCIENCiena$0$41,676,102 â–¼-100.0%00.0%TechnologyTSMTaiwan Semiconductor Manufacturing$0$38,271,824 â–¼-100.0%00.0%TechnologyASTERA LABS INC$0$33,310,180 â–¼-100.0%00.0%COMMTSIMACOM Technology Solutions$0$30,385,616 â–¼-100.0%00.0%TechnologyTERTeradyne$0$29,981,296 â–¼-100.0%00.0%TechnologyCOHRCoherent$0$28,794,348 â–¼-100.0%00.0%TechnologyTE CONNECTIVITY PLC$0$25,645,082 â–¼-100.0%00.0%ORD SHSGOOGAlphabet$0$25,173,399 â–¼-100.0%00.0%Communication ServicesMODModine Manufacturing$0$24,924,467 â–¼-100.0%00.0%IndustrialsQRVOQorvo$0$21,127,027 â–¼-100.0%00.0%TechnologyMRVLMarvell Technology$0$13,189,300 â–¼-100.0%00.0%TechnologyTSLATesla$0$9,751,374 â–¼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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