Holdings of E20 Capital Ltd
20 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 77.4 % of the equity sleeve
Sector breakdown
- Technology 64.4 %
- Communication 2.7 %
- Consumer discretionary 1.0 %
- Unattributed 31.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 95.9 %
- TW 4.1 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 19 | 894.4M $ | 95.90 % |
| 2 | TW | 1 | 38.3M $ | 4.10 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Lumentum Holdings Inc | 186,661 | 131.2M $ | |
| 2 | AXT Inc | 2,068,550 | 117.9M $ | |
| 3 | Intel Corp | 2,251,449 | 99.4M $ | |
| 4 | Sandisk Corp/DE | 127,645 | 81.1M $ | |
| 5 | Corning Inc | 535,776 | 72.8M $ | |
| 6 | NVIDIA Corp | 355,296 | 62M $ | |
| 7 | Micron Technology Inc | 132,087 | 44.6M $ | |
| 8 | Ciena Corp | 107,349 | 41.7M $ | |
| 9 | Taiwan Semiconductor Manufacturing Co Ltd | 113,247 | 38.3M $ | |
| 10 | Astera Labs Inc | 303,925 | 33.3M $ | |
| 11 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 136,829 | 30.4M $ | |
| 12 | Teradyne Inc | 101,131 | 30M $ | |
| 13 | Coherent Corp | 120,878 | 28.8M $ | |
| 14 | Alphabet Inc | 87,755 | 25.2M $ | |
| 15 | Modine Manufacturing Co | 115,013 | 24.9M $ | |
| 16 | Semtech Corp | 283,643 | 21.8M $ | |
| 17 | Qorvo Inc | 272,959 | 21.1M $ | |
| 18 | Marvell Technology Inc | 133,158 | 13.2M $ | |
| 19 | Tesla Inc | 26,231 | 9.8M $ | |
| 20 | Qnity Electronics Inc | 46,264 | 5.3M $ |