E20 Capital Ltd Top Holdings and 13F Report (2026) About E20 Capital LtdInvestment ActivityE20 Capital Ltd has $1.07 billion in total holdings as of March 31, 2026.E20 Capital Ltd owns shares of 22 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 67.35% of the portfolio was purchased this quarter.About 13.52% of the portfolio was sold this quarter.This quarter, E20 Capital Ltd has purchased 20 new stocks and bought additional shares in 8 stocks.E20 Capital Ltd sold shares of 2 stocks and completely divested from 10 stocks this quarter.Largest Holdings Lumentum $131,177,884AXT $117,865,979Tower Semiconductor $107,707,518Intel $99,356,444SANDISK CORP $81,097,974 Largest New Holdings this Quarter M87915274 - Tower Semiconductor $107,707,518 Holding171779309 - Ciena $41,676,102 Holding04626A103 - ASTERA LABS INC $33,310,180 Holding55405Y100 - MACOM Technology Solutions $30,385,616 Holding880770102 - Teradyne $29,981,296 Holding Largest Purchases this Quarter Lumentum 160,256 shares (about $112.62M)Tower Semiconductor 613,788 shares (about $107.71M)Corning 483,589 shares (about $65.75M)Intel 1,332,053 shares (about $58.78M)Ciena 107,349 shares (about $41.68M) Largest Sales this Quarter AXT 973,731 shares (about $55.48M)SANDISK CORP 50,963 shares (about $32.38M) 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 PortfolioSectorLITELumentum$131,177,884$112,621,506 â–²606.9%186,66112.3%Computer and TechnologyAXTIAXT$117,865,979$55,483,192 â–¼-32.0%2,068,55011.1%Computer and TechnologyTSEMTower Semiconductor$107,707,518$107,707,518 â–²New Holding613,78810.1%Computer and TechnologyINTCIntel$99,356,444$58,783,499 â–²144.9%2,251,4499.3%Computer and TechnologySANDISK CORP$81,097,974$32,378,832 â–¼-28.5%127,6457.6%COMGLWCorning$72,849,463$65,753,597 â–²926.6%535,7766.8%Computer and TechnologyNVDANVIDIA$61,963,622$33,797,848 â–²120.0%355,2965.8%Computer and TechnologyMUMicron Technology$44,624,272$26,148,140 â–²141.5%132,0874.2%Computer and TechnologyCIENCiena$41,676,102$41,676,102 â–²New Holding107,3493.9%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$38,271,824$32,915,316 â–²614.5%113,2473.6%Computer and TechnologyASTERA LABS INC$33,310,180$33,310,180 â–²New Holding303,9253.1%COMMTSIMACOM Technology Solutions$30,385,616$30,385,616 â–²New Holding136,8292.9%Computer and TechnologyTERTeradyne$29,981,296$29,981,296 â–²New Holding101,1312.8%Computer and TechnologyCOHRCoherent$28,794,348$28,794,348 â–²New Holding120,8782.7%Business ServicesTE CONNECTIVITY PLC$25,645,082$25,645,082 â–²New Holding122,6922.4%ORD SHSGOOGAlphabet$25,173,399$2,265,620 â–²9.9%87,7552.4%Computer and TechnologyMODModine Manufacturing$24,924,467$16,951,923 â–²212.6%115,0132.3%Auto/Tires/TrucksSMTCSemtech$21,809,310$21,809,310 â–²New Holding283,6432.0%Computer and TechnologyQRVOQorvo$21,127,027$21,127,027 â–²New Holding272,9592.0%Computer and TechnologyMRVLMarvell Technology$13,189,300$13,189,300 â–²New Holding133,1581.2%Computer and TechnologyTSLATesla$9,751,374$9,751,374 â–²New Holding26,2310.9%Auto/Tires/TrucksQNITY ELECTRONICS INC$5,337,940$5,337,940 â–²New Holding46,2640.5%COMMON STOCKGLDSPDR Gold Shares$0$12,017,308 â–¼-100.0%00.0%FinanceVIKING HOLDINGS LTD$0$10,433,715 â–¼-100.0%00.0%ORD SHSUNHUnitedHealth Group$0$8,810,636 â–¼-100.0%00.0%MedicalYYJOYY$0$7,312,958 â–¼-100.0%00.0%Computer and TechnologyHOODRobinhood Markets$0$7,208,315 â–¼-100.0%00.0%FinanceLAM RESEARCH CORP$0$5,183,673 â–¼-100.0%00.0%COM NEWAAOIApplied Optoelectronics$0$2,343,394 â–¼-100.0%00.0%Computer and TechnologyFICOFair Isaac$0$1,741,339 â–¼-100.0%00.0%Computer and TechnologyAVGOBroadcom$0$1,052,144 â–¼-100.0%00.0%Computer and TechnologyMELIMercadoLibre$0$179,269 â–¼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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