Institutional Fund
E20 Capital Ltd
Hong Kong, Hong KongCIK 21277932 filings on record
Portfolio Value
$1.07B
Q1 2026
Holdings
22
Reported positions
New Buys
12
Opened this quarter
QoQ Change
+284.6%
from $277.17M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Lumentum Hldgs Inc12.3%
- Axt Inc11.1%
- Tower Semiconductor Ltd10.1%
- Intel Corp9.3%
- Sandisk Corp7.6%
- Corning Inc6.8%
- Other42.8%
Portfolio Holdings
22 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Lumentum Hldgs Inc | 186.7K | $131.18M | 12.3% | +160.3K | Added |
| 2 | Axt Inc | 2.07M | $117.87M | 11.1% | −973.7K | Reduced |
| 3 | Tower Semiconductor Ltd | 613.8K | $107.71M | 10.1% | +613.8K | New |
| 4 | Intel Corp | 2.25M | $99.36M | 9.3% | +1.33M | Added |
| 5 | Sandisk Corp | 127.6K | $81.10M | 7.6% | −51.0K | Reduced |
| 6 | Corning Inc | 535.8K | $72.85M | 6.8% | +483.6K | Added |
| 7 | Nvidia Corporation | 355.3K | $61.96M | 5.8% | +193.8K | Added |
| 8 | Micron Technology Inc | 132.1K | $44.62M | 4.2% | +77.4K | Added |
| 9 | Ciena Corp | 107.3K | $41.68M | 3.9% | +107.3K | New |
| 10 | Taiwan Semiconductor Mfg Ltd | 113.2K | $38.27M | 3.6% | +97.4K | Added |
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