E20 Capital Ltd
HONG KONG K3 · SEC CIK 0002127793
$12.40亿2026Q2 申报市值
22持仓数
80.0%前十大占比 · 第一大 16.2%
16 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HOOD 重新持有+$1.74亿
STM 新建仓+$1.59亿
APH 新建仓+$1.24亿
STX 新建仓+$6,975.02万
SNOW 新建仓+$6,616.64万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$1.47亿
LITE 清仓-$1.31亿
AXTI 清仓-$1.18亿
INTC 减仓-$1.13亿
TSEM 清仓-$1.08亿
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -186,661 | -100.0% | -$1.31亿 | 清仓 |
| AXTI | AXT INC | $0 | 0.00% | 0 | -2,068,550 | -100.0% | -$1.18亿 | 清仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $0 | 0.00% | 0 | -613,788 | -100.0% | -$1.08亿 | 清仓 |
| SNDK | SANDISK CORP | $0 | 0.00% | 0 | -127,645 | -100.0% | -$8,109.80万 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | -535,776 | -100.0% | -$7,284.95万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -355,296 | -100.0% | -$6,196.36万 | 清仓 |
| CIEN | CIENA CORP | $0 | 0.00% | 0 | -107,349 | -100.0% | -$4,167.61万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $0 | 0.00% | 0 | -113,247 | -100.0% | -$3,827.18万 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | -303,925 | -100.0% | -$3,331.02万 | 清仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $0 | 0.00% | 0 | -136,829 | -100.0% | -$3,038.56万 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -101,131 | -100.0% | -$2,998.13万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -120,878 | -100.0% | -$2,879.43万 | 清仓 |
| TEL | TE CONNECTIVITY PLC | $0 | 0.00% | 0 | -122,692 | -100.0% | -$2,564.51万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -87,755 | -100.0% | -$2,517.34万 | 清仓 |
| MOD | MODINE MFG CO | $0 | 0.00% | 0 | -115,013 | -100.0% | -$2,492.45万 | 清仓 |
| — | QORVO INC | $0 | 0.00% | 0 | -272,959 | -100.0% | -$2,112.70万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -133,158 | -100.0% | -$1,318.93万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -26,231 | -100.0% | -$975.14万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $558.68万 | 0.45% | 4,840 | -127,247 | -96.3% | -$1.47亿 | 减仓 |
| Q | QNITY ELECTRONICS INC | $727.12万 | 0.59% | 44,524 | -1,740 | -3.8% | -$28.42万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $1,193.84万 | 0.96% | 76,026 | 76,026 | — | $1,193.84万 | 新建仓 |
| NAVN | NAVAN INC | $1,708.70万 | 1.38% | 747,136 | 747,136 | — | $1,708.70万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $1,866.25万 | 1.50% | 50,051 | 50,051 | — | $1,866.25万 | 新建仓 |
| ENTG | ENTEGRIS INC | $1,967.04万 | 1.59% | 109,365 | 109,365 | — | $1,967.04万 | 新建仓 |
| ONTO | ONTO INNOVATION INC | $2,127.65万 | 1.72% | 56,220 | 56,220 | — | $2,127.65万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $2,248.72万 | 1.81% | 51,894 | 21,612 | 71.4% | $936.51万 | 重新持有 |
| LFUS | LITTELFUSE INC | $2,772.64万 | 2.24% | 60,893 | 60,893 | — | $2,772.64万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $3,196.31万 | 2.58% | 144,577 | 144,577 | — | $3,196.31万 | 新建仓 |
| HON | HONEYWELL INTL INC | $3,237.08万 | 2.61% | 144,577 | 144,577 | — | $3,237.08万 | 新建仓 |
| SMTC | SEMTECH CORP | $3,239.70万 | 2.61% | 200,167 | -83,476 | -29.4% | -$1,351.06万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $3,930.84万 | 3.17% | 104,733 | 104,733 | — | $3,930.84万 | 新建仓 |
| KLAC | KLA CORP | $4,675.90万 | 3.77% | 154,980 | 154,980 | — | $4,675.90万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $4,697.91万 | 3.79% | 64,978 | 64,978 | — | $4,697.91万 | 新建仓 |
| F | FORD MTR CO | $5,799.06万 | 4.68% | 4,171,987 | 4,171,987 | — | $5,799.06万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $6,616.64万 | 5.33% | 259,986 | 259,986 | — | $6,616.64万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $6,975.02万 | 5.62% | 72,280 | 72,280 | — | $6,975.02万 | 新建仓 |
| APH | AMPHENOL CORP | $1.24亿 | 10.01% | 704,122 | 704,122 | — | $1.24亿 | 新建仓 |
| STM | STMICROELECTRONICS N V | $1.59亿 | 12.80% | 2,120,166 | 2,120,166 | — | $1.59亿 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $1.80亿 | 14.55% | 1,799,926 | 1,736,192 | 2,724.1% | $1.74亿 | 重新持有 |
| INTC | INTEL CORP | $2.01亿 | 16.24% | 1,442,910 | -808,539 | -35.9% | -$1.13亿 | 减仓 |