What does E20 Capital Ltd hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

LUMENTUM HLDGS INC

$131M187K12.3%

AXT INC

$118M2.1M11.1%

TOWER SEMICONDUCTOR LTD

$108M614K10.1%

INTEL CORP

$99M2.3M9.3%

SANDISK CORP

$81M128K7.6%

CORNING INC

$73M536K6.8%

NVIDIA CORPORATION

$62M355K5.8%

MICRON TECHNOLOGY INC

$45M132K4.2%

CIENA CORP

$42M107K3.9%

TAIWAN SEMICONDUCTOR MANUFAC

$38M113K3.6%

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