E20 Capital Ltd
22 holdingsFiling period: 2026-03-31Current AUM: $1.44Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | LITE | LUMENTUM HLDGS INC | 186.7K | $131.2M | $133.3M | 9.26% | +160.3K | 2026-03-31 |
| 2 | AXTI | AXT INC | 2.07M | $117.9M | $125.0M | 8.68% | -973,731 | 2026-03-31 |
| 3 | — | TOWER SEMICONDUCTOR LTD | 613.8K | $107.7M | $107.7M | 7.48% | -- | 2026-03-31 |
| 4 | INTC | INTEL CORP | 2.25M | $99.4M | $203.1M | 14.10% | +1.33M | 2026-03-31 |
| 5 | SNDK | SANDISK CORP | 127.6K | $81.1M | $155.1M | 10.77% | -50,963 | 2026-03-31 |
| 6 | GLW | CORNING INC | 535.8K | $72.8M | $74.1M | 5.14% | +483.6K | 2026-03-31 |
| 7 | NVDA | NVIDIA CORPORATION | 355.3K | $62.0M | $71.3M | 4.95% | +193.8K | 2026-03-31 |
| 8 | MU | MICRON TECHNOLOGY INC | 132.1K | $44.6M | $108.7M | 7.55% | +77.4K | 2026-03-31 |
| 9 | CIEN | CIENA CORP | 107.3K | $41.7M | $40.5M | 2.81% | -- | 2026-03-31 |
| 10 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 113.2K | $38.3M | $45.8M | 3.18% | +97.4K | 2026-03-31 |
| 11 | ALAB | ASTERA LABS INC | 303.9K | $33.3M | $94.6M | 6.57% | -- | 2026-03-31 |
| 12 | MTSI | MACOM TECH SOLUTIONS HLDGS I | 136.8K | $30.4M | $34.4M | 2.39% | -- | 2026-03-31 |
| 13 | TER | TERADYNE INC | 101.1K | $30.0M | $37.2M | 2.58% | -- | 2026-03-31 |
| 14 | COHR | COHERENT CORP | 120.9K | $28.8M | $31.8M | 2.21% | -- | 2026-03-31 |
| 15 | — | TE CONNECTIVITY PLC | 122.7K | $25.6M | $25.6M | 1.78% | -- | 2026-03-31 |
| 16 | GOOG | ALPHABET INC | 87.8K | $25.2M | $31.3M | 2.17% | +7.9K | 2026-03-31 |
| 17 | MOD | MODINE MFG CO | 115.0K | $24.9M | $23.1M | 1.61% | +78.2K | 2026-03-31 |
| 18 | SMTC | SEMTECH CORP | 283.6K | $21.8M | $33.4M | 2.32% | -- | 2026-03-31 |
| 19 | QRVO | QORVO INC | 273.0K | $21.1M | $24.7M | 1.72% | -- | 2026-03-31 |
| 20 | MRVL | MARVELL TECHNOLOGY INC | 133.2K | $13.2M | $25.0M | 1.73% | -- | 2026-03-31 |
| 21 | TSLA | TESLA INC | 26.2K | $9.8M | $8.2M | 0.57% | -- | 2026-03-31 |
| 22 | Q | QNITY ELECTRONICS INC | 46.3K | $5.3M | $6.1M | 0.42% | -- | 2026-03-31 |
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