E20 Capital Ltd — 13F holdings

E20 Capital Ltd reported 22 holdings worth $1.24B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. INTC INTEL CORP — $201M (16.2%)
2. HOOD ROBINHOOD MKTS INC — $180M (14.6%)
3. STM STMICROELECTRONICS N V — $159M (12.8%)
4. APH AMPHENOL CORP NEW — $124M (10.0%)
5. STX SEAGATE TECHNOLOGY HLDNGS PL — $69.8M (5.6%)
6. SNOW SNOWFLAKE INC — $66.2M (5.3%)
7. F FORD MTR CO — $58.0M (4.7%)
8. AMAT APPLIED MATLS INC — $47.0M (3.8%)
9. KLAC KLA CORP — $46.8M (3.8%)
10. CDNS CADENCE DESIGN SYSTEM INC — $39.3M (3.2%)