Investor
E20 Capital Ltd
CIK 0002127793 · filed 2026-05-20 · SEC filing
13F book
$1.07B
Positions
22
12 new · 10 sold
Largest name
12.3%
Lumentum Hldgs Inc
Est. mark
$155.2M
Price effect on 10 names still held. Flow $633.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Lumentum Hldgs Inc | — | 186.7K | $131.2M | 12.3% | $8.82M | Added$121.4M |
| Axt Inc | AXTI | 2.07M | $117.9M | 11.1% | $84M | Cut$68.1M |
| Tower Semiconductor Ltd | TSEM | 613.8K | $107.7M | 10.1% | — | New |
| Intel Corp | INTC | 2.25M | $99.4M | 9.3% | $6.65M | Added$65.4M |
| Sandisk Corp | SNDK | 127.6K | $81.1M | 7.6% | $50.8M | Cut$38.7M |
| Corning Inc | — | 535.8K | $72.8M | 6.8% | $2.53M | Added$68.3M |
| Nvidia Corp | NVDA | 355.3K | $62M | 5.8% | −$1.95M | Added$31.8M |
| Micron Technology Inc | MU | 132.1K | $44.6M | 4.2% | $2.87M | Added$29M |
| Ciena Corp | CIEN | 107.3K | $41.7M | 3.9% | — | New |
| Taiwan Semiconductor Mfg Ltd | — | 113.2K | $38.3M | 3.6% | $539.9K | Added$33.5M |
| Astera Labs, Inc. | ALAB | 303.9K | $33.3M | 3.1% | — | New |
| Macom Tech Solutions Hldgs I | — | 136.8K | $30.4M | 2.9% | — | New |
| Teradyne, Inc | TER | 101.1K | $30M | 2.8% | — | New |
| Coherent Corp. | COHR | 120.9K | $28.8M | 2.7% | — | New |
| Te Connectivity Plc | TEL | 122.7K | $25.6M | 2.4% | — | New |
| Alphabet Inc | — | 87.8K | $25.2M | 2.4% | −$2.15M | Added$114.3K |
| Modine Mfg Co | — | 115K | $24.9M | 2.3% | $3.06M | Added$20M |
| Semtech Corp | SMTC | 283.6K | $21.8M | 2.0% | — | New |
| Qorvo, Inc. | QRVO | 273K | $21.1M | 2.0% | — | New |
| Marvell Technology, Inc. | MRVL | 133.2K | $13.2M | 1.2% | — | New |
| Tesla, Inc. | TSLA | 26.2K | $9.75M | 0.9% | — | New |
| Qnity Electronics, Inc. | Q | 46.3K | $5.34M | 0.5% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.