Q2 2026 13F · SEC CIK 2127793
E20 Capital Ltd
Hedge fundFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $1.2B
- Reported positions
- 22
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 1 qtrs
E20 Capital Ltd is a hedge fund that reported 22 positions worth $1.2B in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Intel Corp (INTC, 16.2%), Robinhood Mkts Inc (HOOD, 14.6%), Stmicroelectronics N V Ny Registry (STM, 12.8%).
E20 Capital Ltd holdings all 22 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| INTCIntel Corp | 16.2% | -35.9% | $201.5M |
| HOODRobinhood Mkts Inc | 14.6% | — | $180.5M |
| STMStmicroelectronics N V Ny Registry | 12.8% | — | $158.8M |
| APHAmphenol Corp | 10.0% | — | $124.2M |
| STXSeagate Technology Hldngs Pl | 5.6% | — | $69.8M |
| SNOWSnowflake Inc | 5.3% | — | $66.2M |
| FFord Mtr Co | 4.7% | — | $58.0M |
| AMATApplied Matls Inc | 3.8% | — | $47.0M |
| KLACKla Corp | 3.8% | — | $46.8M |
| CDNSCadence Design System Inc | 3.2% | — | $39.3M |
| SMTCSemtech Corp | 2.6% | -29.4% | $32.4M |
| HONHoneywell Intl Inc | 2.6% | — | $32.4M |
| HONAHoneywell Aerospace Inc | 2.6% | — | $32.0M |
| LFUSLittelfuse Inc | 2.2% | — | $27.7M |
| LRCXLam Research Corp | 1.8% | — | $22.5M |
| ONTOOnto Innovation Inc | 1.7% | — | $21.3M |
| ENTGEntegris Inc | 1.6% | — | $19.7M |
| AEISAdvanced Energy Inds Inc | 1.5% | — | $18.7M |
| NAVNNavan Inc | 1.4% | — | $17.1M |
| DOCNDigitalocean Hldgs Inc | 1.0% | — | $11.9M |
| QQnity Electronics Inc Common Stock | 0.6% | -3.8% | $7.3M |
| MUMicron Technology Inc | 0.5% | -96.3% | $5.6M |
What E20 Capital Ltd bought and sold in Q2 2026, against Q1 2026.
New positions
- HOOD Robinhood Mkts Inc14.6% of 13F
- STM Stmicroelectronics N V Ny Registry12.8% of 13F
- APH Amphenol Corp10.0% of 13F
- STX Seagate Technology Hldngs Pl5.6% of 13F
- SNOW Snowflake Inc5.3% of 13F
- F Ford Mtr Co4.7% of 13F
- AMAT Applied Matls Inc3.8% of 13F
- KLAC Kla Corp3.8% of 13F
Added to
No position grew by more than 5%.
Reduced
- MU Micron Technology Inc-96.3% shares
- INTC Intel Corp-35.9% shares
- SMTC Semtech Corp-29.4% shares
Sold out
- LITE Lumentum Hldgs Incwas 12.3%
- AXTI Axt Incwas 11.1%
- TSEM Tower Semiconductor Ltdwas 10.1%
- SNDK Sandisk Corpwas 7.6%
- GLW Corning Incwas 6.8%
- NVDA Nvidia Corporationwas 5.8%
- CIEN Ciena Corpwas 3.9%
- TSM Taiwan Semiconductor Manufacwas 3.6%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $1.2B | 22 |
| Q1 2026 | $1.1B | 22 |
| Q4 2025 | $277.2M | 20 |
Questions about E20 Capital Ltd's portfolio
What stocks does E20 Capital Ltd own?
E20 Capital Ltd's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 22 positions worth $1.2B. The largest are Intel Corp (INTC) at 16.2%, Robinhood Mkts Inc (HOOD) at 14.6%, Stmicroelectronics N V Ny Registry (STM) at 12.8%, Amphenol Corp (APH) at 10.0% and Seagate Technology Hldngs Pl (STX) at 5.6%.
What did E20 Capital Ltd buy last quarter?
In Q2 2026, E20 Capital Ltd added a new position in Robinhood Mkts Inc (HOOD), a new position in Stmicroelectronics N V Ny Registry (STM), a new position in Amphenol Corp (APH), a new position in Seagate Technology Hldngs Pl (STX) and a new position in Snowflake Inc (SNOW), compared with its Q1 2026 filing.
What did E20 Capital Ltd sell last quarter?
In Q2 2026, E20 Capital Ltd sold all of Lumentum Hldgs Inc (LITE), sold all of Axt Inc (AXTI), sold all of Tower Semiconductor Ltd (TSEM), sold all of Sandisk Corp (SNDK), sold all of Corning Inc (GLW), Micron Technology Inc (MU) (-96.3% shares), Intel Corp (INTC) (-35.9% shares) and Semtech Corp (SMTC) (-29.4% shares), compared with its Q1 2026 filing.
When is E20 Capital Ltd's next 13F filing due?
13F filings are due 45 days after each quarter ends. E20 Capital Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.