Funds › E20 Capital Ltd
E20 Capital Ltd
13F for Q3 2026, filed Nov 13, 2026. 17 positions worth $1.2B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | INTC Intel Corporation | 1.82M | $219.0M | 18.0% | +26.3% | 13F ↗ |
| 2 | NBIS Nebius Group N.V. | 689,653 | $162.7M | 13.4% | New | 13F ↗ |
| 3 | ALAB Astera Labs, Inc. | 268,570 | $95.6M | 7.9% | New | 13F ↗ |
| 4 | SNDK Sandisk Corporation | 53,863 | $93.7M | 7.7% | New | 13F ↗ |
| 5 | GOOG Alphabet Inc. Class C | 266,930 | $91.0M | 7.5% | New | 13F ↗ |
| 6 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 199,280 | $90.9M | 7.5% | New | 13F ↗ |
| 7 | CRDO Credo Technology Group Holding Ltd | 464,062 | $90.4M | 7.4% | New | 13F ↗ |
| 8 | SMTC Semtech Corporation | 465,899 | $83.1M | 6.8% | +133% | 13F ↗ |
| 9 | ONTO Onto Innovation Inc. | 244,414 | $75.2M | 6.2% | +335% | 13F ↗ |
| 10 | CLS Celestica, Inc. | 179,830 | $65.0M | 5.4% | New | 13F ↗ |
| 11 | STX Seagate Technology Holdings PLC | 34,057 | $31.4M | 2.6% | -52.9% | 13F ↗ |
| 12 | DELL Dell Technologies Inc. | 54,533 | $29.3M | 2.4% | New | 13F ↗ |
| 13 | HOOD Robinhood Markets, Inc. | 255,468 | $28.7M | 2.4% | -85.8% | 13F ↗ |
| 14 | TXG 10x Genomics, Inc. | 198,409 | $17.9M | 1.5% | New | 13F ↗ |
| 15 | SMCI Super Micro Computer, Inc. | 376,700 | $15.5M | 1.3% | New | 13F ↗ |
| 16 | SAP Sap SE · ADR | 65,707 | $13.7M | 1.1% | New | 13F ↗ |
| 17 | MU Micron Technology, Inc. | 10,381 | $11.1M | 0.9% | +114% | 13F ↗ |
Changes since Q2 2026
11 new, 4 added to, 2 trimmed, 16 exited, 0 unchanged. By estimated dollars.
New positions (11)
| NBIS Nebius Group N.V. | 689,653 | New | $162.7M |
| ALAB Astera Labs, Inc. | 268,570 | New | $95.6M |
| SNDK Sandisk Corporation | 53,863 | New | $93.7M |
| GOOG Alphabet Inc. Class C | 266,930 | New | $91.0M |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 199,280 | New | $90.9M |
| CRDO Credo Technology Group Holding Ltd | 464,062 | New | $90.4M |
| CLS Celestica, Inc. | 179,830 | New | $65.0M |
| DELL Dell Technologies Inc. | 54,533 | New | $29.3M |
| TXG 10x Genomics, Inc. | 198,409 | New | $17.9M |
| SMCI Super Micro Computer, Inc. | 376,700 | New | $15.5M |
Added to (4)
Trimmed (2)
Exited (16)
| STM STMicroelectronics N.V. | 2.12M | Exited | -$158.8M |
| APH Amphenol Corporation | 1.41M | Exited | -$124.2M |
| SNOW Snowflake Inc. | 259,986 | Exited | -$66.2M |
| F Ford Motor Company | 4.17M | Exited | -$58.0M |
| AMAT Applied Materials, Inc. | 64,978 | Exited | -$47.0M |
| KLAC KLA Corporation | 154,980 | Exited | -$46.8M |
| CDNS Cadence Design Systems, Inc. | 104,733 | Exited | -$39.3M |
| HON Honeywell International Inc. | 144,577 | Exited | -$32.4M |
| HONA Honeywell Aerospace Inc. | 144,577 | Exited | -$32.0M |
| LFUS Littelfuse, Inc. | 60,893 | Exited | -$27.7M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer