E20 Capital Ltd: 13F holdings
CIK 21277932026Q2
| Positions | 22 |
|---|
| Reported value | $1.2bn |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 22 (+0 vs prior quarter) |
|---|
| Reported value | $1.2bn (+16.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| INTC INTEL CORP | 1,442,910 | $201.5m | 16.2% |
| HOOD ROBINHOOD MKTS INC | 1,799,926 | $180.5m | 14.6% |
| STM STMICROELECTRONICS N V | 2,120,166 | $158.8m | 12.8% |
| APH AMPHENOL CORP | 704,122 | $124.2m | 10.0% |
| SEAGATE TECHNOLOGY HLDNGS PL | 72,280 | $69.8m | 5.6% |
| SNOW SNOWFLAKE INC | 259,986 | $66.2m | 5.3% |
| F FORD MTR CO | 4,171,987 | $58.0m | 4.7% |
| AMAT APPLIED MATLS INC | 64,978 | $47.0m | 3.8% |
| KLAC KLA CORP | 154,980 | $46.8m | 3.8% |
| CDNS CADENCE DESIGN SYSTEM INC | 104,733 | $39.3m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2127793")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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