—

E20 Capital Ltd

Q1 2026 13F Holdings

  • Location
    hong kong, K3
  • Num holdings

    22

  • Value ($000)

    $1,066,020

  • Date Filed
    05/20/2026
  • Form type
    13F-HR
  • CIK
    0002127793
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
L
LITE

LUMENTUM HLDGS INC

COM
55024U109
$131.18M
12 %

186,661

A
AXTI

AXT INC

COM
00246W103
$117.87M
11 %

2,068,550

---

TOWER SEMICONDUCTOR LTD

SHS NEW
M87915274
$107.71M
10 %

613,788

1
1848782D

INTEL CORP

COM
458140100
$99.36M
9 %

2,251,449

---

SANDISK CORP

COM
80004C200
$81.1M
8 %

127,645

G
GLW

CORNING INC

COM
219350105
$72.85M
7 %

535,776

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$61.96M
6 %

355,296

M
MU

MICRON TECHNOLOGY INC

COM
595112103
$44.62M
4 %

132,087

C
CIEN

CIENA CORP

COM NEW
171779309
$41.68M
4 %

107,349

T
TSM

TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS
874039100
$38.27M
4 %

113,247

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 22