account_balance
Investment manager · 13F filer · SEC CIK 2127793
E20 Capital Ltd
Reported value$1.24Bas of Jun 30, 2026
Positions22 18 new, 18 sold out
Top 10 weight80.0%INTC alone is 16%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
INTCIntel Corp
16.2%Trimmed −36%
HOODRobinhood MKTS Inc
14.6%New
STMStmicroelectronics N V
12.8%New
APHAmphenol Corp
10.0%New
STXSeagate Technology Hldngs Pl
5.6%New
SNOWSnowflake Inc
5.3%New
FFord MTR Co
4.7%New
AMATApplied Matls Inc
3.8%New
KLACKla Corp
3.8%New
CDNSCadence Design System Inc
3.2%New
SMTC2.6%HONHoneywell Intl Inc
2.6%New
INTCIntel Corp
16.2%Trimmed −36%
HOODRobinhood MKTS Inc
14.6%New
STMStmicroelectronics N V
12.8%New
APHAmphenol Corp
10.0%New
STX5.6%SNOW5.3%F4.7%AMAT3.8%KLAC3.8%CDNS3.2%SMTCHONBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
INTC Intel Corp 16.2% Trimmed −36%HOOD Robinhood MKTS Inc 14.6% NewSTM Stmicroelectronics N V 12.8% NewAPH Amphenol Corp 10.0% NewSTX Seagate Technology Hldngs Pl 5.6% NewSNOW Snowflake Inc 5.3% NewF Ford MTR Co 4.7% NewAMAT Applied Matls Inc 3.8% NewKLAC Kla Corp 3.8% NewCDNS Cadence Design System Inc 3.2% NewSMTC Semtech Corp 2.6% Trimmed −29%HON Honeywell Intl Inc 2.6% New
What changed