E20 Capital Ltd Q1 2026 Filing

Filed May 20, 2026

Portfolio Value

$108.5B

Holdings

Report Date

Q1 2026

Filing Type

13F-HR

All Holdings (20 positions)

#	Stock	Shares	Value	% Portfolio
1	AXTIAXT INC	3,042,281	$49.7B	45.85%
2	INTCINTEL CORP	919,396	$33.9B	31.27%
3	VIKVIKING HOLDINGS LTD	146,110	$10.4B	9.62%
4	JOYYJOYY INC	112,924	$7.3B	6.74%
5	GLWCORNING INC	52,187	$4.6B	4.21%
6	AAOIAPPLIED OPTOELECTRONICS INC	67,223	$2.3B	2.16%
7	SNDKSANDISK CORP	178,608	$42.4M	0.04%
8	NVDANVIDIA CORPORATION	161,501	$30.1M	0.03%
9	GOOGALPHABET INC	79,857	$25.1M	0.02%
10	MUMICRON TECHNOLOGY INC	54,689	$15.6M	0.01%
11	GQ9SPDR GOLD TR	30,323	$12.0M	0.01%
12	LITELUMENTUM HLDGS INC	26,405	$9.7M	0.01%
13	UNHUNITEDHEALTH GROUP INC	26,690	$8.8M	0.01%
14	HOODROBINHOOD MKTS INC	63,734	$7.2M	0.01%
15	LRCXLAM RESEARCH CORP	30,282	$5.2M	0.00%
16	MODMODINE MFG CO	36,789	$4.9M	0.00%
17	TSMTAIWAN SEMICONDUCTOR MFG LTD	15,850	$4.8M	0.00%
18	FICOFAIR ISAAC CORP	1,030	$1.7M	0.00%
19	AVGOBROADCOM INC	3,040	$1.1M	0.00%
20	MLB1MERCADOLIBRE INC	89	$179K	0.00%