E20 Capital Ltd holds a focused book of 22 stocks worth $1.1B as of Q1 2026 (disclosed May 20, 2026, a ~45-day 13F lag). This quarter they opened TOWER SEMICONDUCTOR LTD and trimmed AXT INC. Their largest long position is LUMENTUM HOLDINGS INC at 12% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2127793/holdings"
Use Arkolith to show E20 Capital Ltd's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
15% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Lumentum Hldgs Inc COM | $131.2M | 186.7K | 12.3% | ▲+607% Added · +160K sh | |
| 2 | Axt Inc COM | $117.9M | 2.07M | 11.1% | ▼−32% Reduced · −974K sh | |
| 3 | Tower Semiconductor Ltd SHS NEW | $107.7M | 613.8K | 10.1% | ▲New New position | |
| 4 | Intel Corp COM | $99.4M | 2.25M | 9.3% | ▲+145% Added · +1.3M sh | |
| 5 | Sandisk Corp COM | $81.1M | 127.6K | 7.6% | ▼−29% Reduced · −51K sh | |
| 6 | Corning Inc COM | $72.8M | 535.8K | 6.8% | ▲10× Added · +484K sh | |
| 7 | Nvidia Corporation COM | $62.0M | 355.3K | 5.8% | ▲+120% Added · +194K sh | |
| 8 | Micron Technology Inc COM | $44.6M | 132.1K | 4.2% | ▲+142% Added · +77K sh | |
| 9 | Ciena Corp COM NEW | $41.7M | 107.3K | 3.9% | ▲New New position | |
| 10 | Taiwan Semiconductor Manufac SPONSORED ADS | $38.3M | 113.2K | 3.6% | ▲+614% Added · +97K sh | |
| 11 | Astera Labs Inc COM | $33.3M | 303.9K | 3.1% | ▲New New position | |
| 12 | Macom Tech Solutions Hldgs I COM | $30.4M | 136.8K | 2.9% | ▲New New position | |
| 13 | Teradyne Inc COM | $30.0M | 101.1K | 2.8% | ▲New New position | |
| 14 | Coherent Corp COM | $28.8M | 120.9K | 2.7% | ▲New New position | |
| 15 | Te Connectivity PLC ORD SHS | $25.6M | 122.7K | 2.4% | ▲New New position | |
| 16 | Alphabet Inc CAP STK CL C | $25.2M | 87.8K | 2.4% | ▲+9.9% Added · +8K sh | |
| 17 | Modine MFG Co COM | $24.9M | 115.0K | 2.3% | ▲+213% Added · +78K sh | |
| 18 | Semtech Corp COM | $21.8M | 283.6K | 2.0% | ▲New New position | |
| 19 | Qorvo Inc COM | $21.1M | 273.0K | 2.0% | ▲New New position | |
| 20 | Marvell Technology Inc COM | $13.2M | 133.2K | 1.2% | ▲New New position | |
| 21 | Tesla Inc COM | $9.8M | 26.2K | 0.9% | ▲New New position | |
| 22 | Qnity Electronics Inc COMMON STOCK | $5.3M | 46.3K | 0.5% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.