E20 Capital Ltd

HONG KONG, K3 · CIK 2127793 · 13F filing filed 2026-08-13

Exempt reporting adviser since 2026 · other (specify)

Private funds1 (1 hedge) · $1.7bn gross assets
Form ADV · 2026-09-04SEC adviser record

Legal entityE20 Capital Limited (HK)

$1.2bn reported value +16.3% vs Q1 2026

22positions

80.0%in top 10

18 new 0 added 4 reduced 18 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	INTEL CORP COM INTC	INTC	1,442,910	$201.5m16.24%	16.24%	Reduced -808.5k	-808,539 -35.9%
2	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	1,799,926	$180.5m14.55%	14.55%	New
3	STMICROELECTRONICS N V NY REGISTRY STM	STM	2,120,166	$158.8m12.80%	12.80%	New
4	AMPHENOL CORP CL A APH	APH	704,122	$124.2m10.01%	10.01%	New
5	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	72,280	$69.8m5.62%	5.62%	New
6	SNOWFLAKE INC CL A SNOW	SNOW	259,986	$66.2m5.33%	5.33%	New
7	FORD MTR CO COM F	F	4,171,987	$58.0m4.68%	4.68%	New
8	APPLIED MATLS INC COM AMAT	AMAT	64,978	$47.0m3.79%	3.79%	New
9	KLA CORP COM NEW KLAC	KLAC	154,980	$46.8m3.77%	3.77%	New
10	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	104,733	$39.3m3.17%	3.17%	New
11	SEMTECH CORP COM SMTC	SMTC	200,167	$32.4m2.61%	2.61%	Reduced -83.5k	-83,476 -29.4%
12	HONEYWELL INTL INC COM HON	HON	144,577	$32.4m2.61%	2.61%	New
13	HONEYWELL AEROSPACE INC COM HONA	HONA	144,577	$32.0m2.58%	2.58%	New
14	LITTELFUSE INC COM LFUS	LFUS	60,893	$27.7m2.24%	2.24%	New
15	LAM RESEARCH CORP COM NEW LRCX	LRCX	51,894	$22.5m1.81%	1.81%	New
16	ONTO INNOVATION INC COM ONTO	ONTO	56,220	$21.3m1.72%	1.72%	New
17	ENTEGRIS INC COM ENTG	ENTG	109,365	$19.7m1.59%	1.59%	New
18	ADVANCED ENERGY INDS COM AEIS	AEIS	50,051	$18.7m1.50%	1.50%	New
19	NAVAN INC CL A NAVN	NAVN	747,136	$17.1m1.38%	1.38%	New
20	DIGITALOCEAN HLDGS INC COM DOCN	DOCN	76,026	$11.9m0.96%	0.96%	New
21	QNITY ELECTRONICS INC COMMON STOCK Q	Q	44,524	$7.3m0.59%	0.59%	Reduced -1.7k	-1,740 -3.8%
22	MICRON TECHNOLOGY INC COM MU	MU	4,840	$5.6m0.45%	0.45%	Reduced -127.2k	-127,247 -96.3%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
LUMENTUM HLDGS INC LITE	LITE	186,661	$131.2m186.7k shares
AXT INC AXTI	AXTI	2,068,550	$117.9m2.1m shares
TOWER SEMICONDUCTOR LTD TSEM	TSEM	613,788	$107.7m613.8k shares
SANDISK CORP SNDK	SNDK	127,645	$81.1m127.6k shares
CORNING INC GLW	GLW	535,776	$72.8m535.8k shares
NVIDIA CORPORATION NVDA	NVDA	355,296	$62.0m355.3k shares
CIENA CORP CIEN	CIEN	107,349	$41.7m107.3k shares
TAIWAN SEMICONDUCTOR MFG LTD TSM	TSM	113,247	$38.3m113.2k shares
ASTERA LABS INC ALAB	ALAB	303,925	$33.3m303.9k shares
MACOM TECH SOLUTIONS HLDGS I MTSI	MTSI	136,829	$30.4m136.8k shares
TERADYNE INC TER	TER	101,131	$30.0m101.1k shares
COHERENT CORP COHR	COHR	120,878	$28.8m120.9k shares
TE CONNECTIVITY PLC TEL	TEL	122,692	$25.6m122.7k shares
ALPHABET INC GOOG	GOOG	87,755	$25.2m87.8k shares
MODINE MFG CO MOD	MOD	115,013	$24.9m115.0k shares
QORVO INC QRVO	QRVO	272,959	$21.1m273.0k shares
MARVELL TECHNOLOGY INC MRVL	MRVL	133,158	$13.2m133.2k shares
TESLA INC TSLA	TSLA	26,231	$9.8m26.2k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
AXT INC AXTI · 13G · filed 2026-05-18	AXTI	5.5%≈ $186.5m	new	13G	2026-05-18