DOSSIER · 13F-HR · Q1 2026

E20 Capital Ltd

$1.1B in tracked AUM across 22 positions as of Q1 2026.

EC
CIK 0002127793 · last filed Mar 31, 2026
Total AUM
$1.1B
as of Q1 2026
Holdings
22
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

E20 Capital Ltd filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
LITE
LUMENTUM HLDGS INC
$131M187K12.3%
02
AXTI
AXT INC
$118M2.1M11.1%
03
M87915274
TOWER SEMICONDUCTOR LTD
$108M614K10.1%
04
INTC
INTEL CORP
$99M2.3M9.3%
05
SNDK
SANDISK CORP
$81M128K7.6%
06
GLW
CORNING INC
$73M536K6.8%
07
NVDA
NVIDIA CORPORATION
$62M355K5.8%
08
MU
MICRON TECHNOLOGY INC
$45M132K4.2%
09
CIEN
CIENA CORP
$42M107K3.9%
10
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$38M113K3.6%

Filing history

2026Q1Mar 31
$1.1B 284.6%
22 positionsView →
2025Q4Dec 31
$277M
20 positionsView →