E20 Capital Ltd
Top Portfolio Positions
21 positions ·
$1,040,847,017 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LITE |
Lumentum Holdings Inc.
Technology
|
186,661 | $131,177,884 | 12.60% | |
| AXTI |
Axt Inc
Technology
|
2,068,550 | $117,865,979 | 11.32% | |
| TSEM |
Tower Semiconductor Ltd
Technology
|
613,788 | $107,707,518 | 10.35% | |
| INTC |
Intel Corp
Technology
|
2,251,449 | $99,356,444 | 9.55% | |
| SNDK |
Sandisk Corp
Technology
|
127,645 | $81,097,974 | 7.79% | |
| GLW |
Corning Inc /Ny
Technology
|
535,776 | $72,849,462 | 7.00% | |
| NVDA |
Nvidia Corp
Technology
|
355,296 | $61,963,622 | 5.95% | |
| MU |
Micron Technology Inc
Technology
|
132,087 | $44,624,272 | 4.29% | |
| CIEN |
Ciena Corp
Technology
|
107,349 | $41,676,102 | 4.00% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
113,247 | $38,271,823 | 3.68% |
Portfolio Trend
2 quarters · across all stocks
Holdings in QRVO
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,127,026 | 272,959 | Shares | Sole | 2026-05-20 | |
| No 13F history on record for this holder in this stock. | ||||||