EdgeMarket › What E20 Capital Ltd reported owning
What E20 Capital Ltd reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.1BPositions
22Quarter
2026-03-31Shown below
22largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| LITE Lumentum Holdings Inc. | 131.2M | 12.3% | 186.7K | 866.71 | +647.9% |
| AXTI AXT INC | 117.9M | 11.1% | 2.1M | 70.74 | +2718.3% |
| TSEM TOWER SEMICONDUCTOR LTD | 107.7M | 10.1% | 613.8K | 222.59 | +344.7% |
| INTC INTEL CORP | 99.4M | 9.3% | 2.3M | 90.07 | +282.6% |
| SNDK Sandisk Corp | 81.1M | 7.6% | 127.6K | 1,596.08 | +3494.8% |
| GLW CORNING INC /NY | 72.8M | 6.8% | 535.8K | 149.84 | +132.0% |
| NVDA NVIDIA CORP | 62.0M | 5.8% | 355.3K | 214.72 | +22.4% |
| MU MICRON TECHNOLOGY INC | 44.6M | 4.2% | 132.1K | 966.78 | +724.8% |
| CIEN CIENA CORP | 41.7M | 3.9% | 107.3K | 395.79 | +356.8% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 38.3M | 3.6% | 113.2K | 418.95 | +83.3% |
| ALAB Astera Labs, Inc. | 33.3M | 3.1% | 303.9K | 284.97 | +65.2% |
| MTSI MACOM Technology Solutions Holdings, Inc. | 30.4M | 2.9% | 136.8K | 266.61 | +120.1% |
| TER TERADYNE, INC | 30.0M | 2.8% | 101.1K | 375.74 | +243.1% |
| COHR COHERENT CORP. | 28.8M | 2.7% | 120.9K | 289.52 | +234.5% |
| TEL TE Connectivity plc | 25.6M | 2.4% | 122.7K | 203.52 | +1.0% |
| GOOG Alphabet Inc. | 25.2M | 2.4% | 87.8K | 341.75 | +70.7% |
| MOD MODINE MANUFACTURING CO | 24.9M | 2.3% | 115.0K | 197.68 | +46.5% |
| SMTC SEMTECH CORP | 21.8M | 2.0% | 283.6K | 124.09 | +156.0% |
| QRVO Qorvo, Inc. | 21.1M | 2.0% | 273.0K | 95.56 | +7.3% |
| MRVL Marvell Technology, Inc. | 13.2M | 1.2% | 133.2K | 237.04 | +232.8% |
| TSLA Tesla, Inc. | 9.8M | 0.9% | 26.2K | 362.86 | +12.0% |
| Q Qnity Electronics, Inc. | 5.3M | 0.5% | 46.3K | 128.88 | — |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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