E20 Capital Ltd

Position in SMTC — Semtech Corp

CIK 2127793 HONG KONG, K3

Position in SMTC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$32,397,028

+$10,587,718 QoQ

Shares Held

200,167

-29.4% QoQ

Ownership

0.215%

of shares outstanding

% of Portfolio

2.90%

of 13F equity value

Holder Rank

#82

of 576 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

E20 Capital Ltd holds $398,236,545 across 4 Semiconductors names. SMTC ranks #3 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTC	Intel Corp	1,442,910	$201,473,523
2	STM	STMicroelectronics N.V.	2,120,166	$158,779,231
3	SMTC	Semtech Corp This page	200,167	$32,397,028
4	MU	Micron Technology Inc	4,840	$5,586,763

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$32,397,028	200,167	-29.4%	Shares	Sole	2026-08-13
2026-03-31	$21,809,310	283,643	—	Shares	Sole	2026-05-20
No filing history on record for this holder in this stock.