E20 Capital as of March 31, 2026
Portfolio Holdings for E20 Capital
E20 Capital holds 22 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lumentum Hldgs (LITE) | 12.3 | $131M | 187k | 702.76 | |
| Axt (AXTI) | 11.1 | $118M | 2.1M | 56.98 | |
| Tower Semiconductor Shs New (TSEM) | 10.1 | $108M | 614k | 175.48 | |
| Intel Corporation (INTC) | 9.3 | $99M | 2.3M | 44.13 | |
| Sandisk Corp (SNDK) | 7.6 | $81M | 128k | 635.34 | |
| Corning Incorporated (GLW) | 6.8 | $73M | 536k | 135.97 | |
| NVIDIA Corporation (NVDA) | 5.8 | $62M | 355k | 174.40 | |
| Micron Technology (MU) | 4.2 | $45M | 132k | 337.84 | |
| Ciena Corp Com New (CIEN) | 3.9 | $42M | 107k | 388.23 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 3.6 | $38M | 113k | 337.95 | |
| Astera Labs (ALAB) | 3.1 | $33M | 304k | 109.60 | |
| M/a (MTSI) | 2.9 | $30M | 137k | 222.07 | |
| Teradyne (TER) | 2.8 | $30M | 101k | 296.46 | |
| Coherent Corp (COHR) | 2.7 | $29M | 121k | 238.21 | |
| Te Connectivity Ord Shs (TEL) | 2.4 | $26M | 123k | 209.02 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.4 | $25M | 88k | 286.86 | |
| Modine Manufacturing (MOD) | 2.3 | $25M | 115k | 216.71 | |
| Semtech Corporation (SMTC) | 2.0 | $22M | 284k | 76.89 | |
| Qorvo (QRVO) | 2.0 | $21M | 273k | 77.40 | |
| Marvell Technology (MRVL) | 1.2 | $13M | 133k | 99.05 | |
| Tesla Motors (TSLA) | 0.9 | $9.8M | 26k | 371.75 | |
| Qnity Electronics Common Stock (Q) | 0.5 | $5.3M | 46k | 115.38 |
