E20 Capital Ltd
22 holdingsFiling period: 2026-06-30Current AUM: $1.04Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | INTC | INTEL CORP | 1.44M | $201.5M | $140.2M | 13.50% | -808,539 | 2026-06-30 |
| 2 | HOOD | ROBINHOOD MKTS INC | 1.80M | $180.5M | $198.8M | 19.14% | -- | 2026-06-30 |
| 3 | STM | STMICROELECTRONICS N V | 2.12M | $158.8M | $101.6M | 9.78% | -- | 2026-06-30 |
| 4 | APH | AMPHENOL CORP | 704.1K | $124.2M | $109.3M | 10.53% | -- | 2026-06-30 |
| 5 | — | SEAGATE TECHNOLOGY HLDNGS PL | 72.3K | $69.8M | $69.8M | 6.72% | -- | 2026-06-30 |
| 6 | SNOW | SNOWFLAKE INC | 260.0K | $66.2M | $84.0M | 8.09% | -- | 2026-06-30 |
| 7 | F | FORD MTR CO | 4.17M | $58.0M | $56.3M | 5.42% | -- | 2026-06-30 |
| 8 | AMAT | APPLIED MATLS INC | 65.0K | $47.0M | $27.4M | 2.64% | -- | 2026-06-30 |
| 9 | KLAC | KLA CORP | 155.0K | $46.8M | $26.0M | 2.51% | -- | 2026-06-30 |
| 10 | CDNS | CADENCE DESIGN SYSTEM INC | 104.7K | $39.3M | $28.7M | 2.76% | -- | 2026-06-30 |
| 11 | SMTC | SEMTECH CORP | 200.2K | $32.4M | $30.2M | 2.91% | -83,476 | 2026-06-30 |
| 12 | HON | HONEYWELL INTL INC | 144.6K | $32.4M | $29.4M | 2.83% | -- | 2026-06-30 |
| 13 | HONA | HONEYWELL AEROSPACE INC | 144.6K | $32.0M | $22.9M | 2.21% | -- | 2026-06-30 |
| 14 | LFUS | LITTELFUSE INC | 60.9K | $27.7M | $24.1M | 2.32% | -- | 2026-06-30 |
| 15 | LRCX | LAM RESEARCH CORP | 51.9K | $22.5M | $14.1M | 1.35% | -- | 2026-06-30 |
| 16 | ONTO | ONTO INNOVATION INC | 56.2K | $21.3M | $13.7M | 1.32% | -- | 2026-06-30 |
| 17 | ENTG | ENTEGRIS INC | 109.4K | $19.7M | $14.2M | 1.37% | -- | 2026-06-30 |
| 18 | AEIS | ADVANCED ENERGY INDS | 50.1K | $18.7M | $12.5M | 1.21% | -- | 2026-06-30 |
| 19 | NAVN | NAVAN INC | 747.1K | $17.1M | $16.8M | 1.61% | -- | 2026-06-30 |
| 20 | DOCN | DIGITALOCEAN HLDGS INC | 76.0K | $11.9M | $9.0M | 0.86% | -- | 2026-06-30 |
| 21 | Q | QNITY ELECTRONICS INC | 44.5K | $7.3M | $5.1M | 0.49% | -1,740 | 2026-06-30 |
| 22 | MU | MICRON TECHNOLOGY INC | 4.8K | $5.6M | $4.5M | 0.43% | -127,247 | 2026-06-30 |
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