E20 Capital as of June 30, 2026
Portfolio Holdings for E20 Capital
E20 Capital holds 22 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intel Corporation (INTC) | 16.2 | $202M | 1.4M | 139.63 | |
| Robinhood Mkts Com Cl A (HOOD) | 14.6 | $181M | 1.8M | 100.28 | |
| Stmicroelectronics N V Ny Registry (STM) | 12.8 | $159M | 2.1M | 74.89 | |
| Amphenol Corp Cl A (APH) | 10.0 | $124M | 704k | 176.32 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 5.6 | $70M | 72k | 965.00 | |
| Snowflake Com Shs (SNOW) | 5.3 | $66M | 260k | 254.50 | |
| Ford Motor Company (F) | 4.7 | $58M | 4.2M | 13.90 | |
| Applied Materials (AMAT) | 3.8 | $47M | 65k | 723.00 | |
| Kla Corp Com New (KLAC) | 3.8 | $47M | 155k | 301.71 | |
| Cadence Design Systems (CDNS) | 3.2 | $39M | 105k | 375.32 | |
| Semtech Corporation (SMTC) | 2.6 | $32M | 200k | 161.85 | |
| Honeywell International (HON) | 2.6 | $32M | 145k | 223.90 | |
| Honeywell Aerospace (HONA) | 2.6 | $32M | 145k | 221.08 | |
| Littelfuse (LFUS) | 2.2 | $28M | 61k | 455.33 | |
| Lam Research Corp Com New (LRCX) | 1.8 | $23M | 52k | 433.33 | |
| Onto Innovation (ONTO) | 1.7 | $21M | 56k | 378.45 | |
| Entegris (ENTG) | 1.6 | $20M | 109k | 179.86 | |
| Advanced Energy Industries (AEIS) | 1.5 | $19M | 50k | 372.87 | |
| Navan Cl A (NAVN) | 1.4 | $17M | 747k | 22.87 | |
| Digitalocean Hldgs (DOCN) | 1.0 | $12M | 76k | 157.03 | |
| Qnity Electronics Common Stock (Q) | 0.6 | $7.3M | 45k | 163.31 | |
| Micron Technology (MU) | 0.5 | $5.6M | 4.8k | 1154.29 |
