E20 Capital Ltd
CIK 2127793
13F filing for Q2 2026・No. 2,229
- Holdings
- US$1.24B
- Quarter change
- +US$174.27M
- Entries
- 22
- Net bought (estimate)
- −US$174.9M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 18
- Sold out 18
- Cut 4
- Added 0
- Corporate actions 0
- Unchanged 0
Largest holdings
22 stocks worth US$1.24B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| INTCINTEL CORPCOM | Cut | 1,442,910 | US$201.47M | 16.24% |
| HOODROBINHOOD MKTS INCCOM CL A | New | 1,799,926 | US$180.5M | 14.55% |
| STMSTMICROELECTRONICS N VNY REGISTRY | New | 2,120,166 | US$158.78M | 12.80% |
| APHAMPHENOL CORPCL A | New | 704,122 | US$124.15M | 10.01% |
| STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS | New | 72,280 | US$69.75M | 5.62% |
| SNOWSNOWFLAKE INCCOM SHS | New | 259,986 | US$66.17M | 5.33% |
| FFORD MTR COCOM | New | 4,171,987 | US$57.99M | 4.68% |
| AMATAPPLIED MATLS INCCOM | New | 64,978 | US$46.98M | 3.79% |
| KLACKLA CORPCOM NEW | New | 154,980 | US$46.76M | 3.77% |
| CDNSCADENCE DESIGN SYSTEM INCCOM | New | 104,733 | US$39.31M | 3.17% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.