E20 Capital Ltd
22 holdingsFiling period: 2026-06-30Current AUM: $1.00Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | INTC | Intel Corp | 1.44M | $201.5M | $132.3M | 13.21% | -808,539 | 2026-06-30 |
| 2 | HOOD | Robinhood Mkts Inc | 1.80M | $180.5M | $176.8M | 17.65% | -- | 2026-06-30 |
| 3 | STM | Stmicroelectronics N V | 2.12M | $158.8M | $97.1M | 9.69% | -- | 2026-06-30 |
| 4 | APH | Amphenol Corp | 704.1K | $124.2M | $111.7M | 11.16% | -- | 2026-06-30 |
| 5 | — | Seagate Technology Hldngs PL | 72.3K | $69.8M | $69.8M | 6.97% | -- | 2026-06-30 |
| 6 | SNOW | Snowflake Inc | 260.0K | $66.2M | $83.1M | 8.30% | -- | 2026-06-30 |
| 7 | F | Ford Mtr Co | 4.17M | $58.0M | $50.7M | 5.06% | -- | 2026-06-30 |
| 8 | AMAT | Applied Matls Inc | 65.0K | $47.0M | $26.3M | 2.63% | -- | 2026-06-30 |
| 9 | KLAC | Kla Corp | 155.0K | $46.8M | $25.1M | 2.50% | -- | 2026-06-30 |
| 10 | CDNS | Cadence Design System Inc | 104.7K | $39.3M | $33.5M | 3.35% | -- | 2026-06-30 |
| 11 | SMTC | Semtech Corp | 200.2K | $32.4M | $27.3M | 2.72% | -83,476 | 2026-06-30 |
| 12 | HON | Honeywell Intl Inc | 144.6K | $32.4M | $30.8M | 3.08% | -- | 2026-06-30 |
| 13 | HONA | Honeywell Aerospace Inc | 144.6K | $32.0M | $23.1M | 2.31% | -- | 2026-06-30 |
| 14 | LFUS | Littelfuse Inc | 60.9K | $27.7M | $23.4M | 2.33% | -- | 2026-06-30 |
| 15 | LRCX | Lam Research Corp | 51.9K | $22.5M | $13.7M | 1.37% | -- | 2026-06-30 |
| 16 | ONTO | Onto Innovation Inc | 56.2K | $21.3M | $12.3M | 1.23% | -- | 2026-06-30 |
| 17 | ENTG | Entegris Inc | 109.4K | $19.7M | $15.6M | 1.56% | -- | 2026-06-30 |
| 18 | AEIS | Advanced Energy Inds | 50.1K | $18.7M | $12.0M | 1.20% | -- | 2026-06-30 |
| 19 | NAVN | Navan Inc | 747.1K | $17.1M | $19.6M | 1.96% | -- | 2026-06-30 |
| 20 | DOCN | Digitalocean Hldgs Inc | 76.0K | $11.9M | $7.6M | 0.76% | -- | 2026-06-30 |
| 21 | Q | Qnity Electronics Inc | 44.5K | $7.3M | $5.3M | 0.53% | -1,740 | 2026-06-30 |
| 22 | MU | Micron Technology Inc | 4.8K | $5.6M | $4.3M | 0.43% | -127,247 | 2026-06-30 |
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