E20 Capital Ltd
HONG KONG K3 · SEC CIK 0002127793
$10.66亿2026Q1 申报市值
22持仓数
74.7%前十大占比 · 第一大 12.3%
12 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
LITE 加仓+$1.13亿
TSEM 新建仓+$1.08亿
GLW 加仓+$6,575.36万
INTC 加仓+$5,878.35万
CIEN 新建仓+$4,167.61万
2026Q1 卖出最多 按季末市值估算
AXTI 减仓-$5,548.32万
SNDK 减仓-$3,237.88万
GLD 清仓-$1,201.73万
VIK 清仓-$1,043.37万
UNH 清仓-$881.06万
2026Q1 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 | $1.31亿 | 12.31% | 186,661 | 160,256 | 606.9% | $1.13亿 | 加仓 |
| AXTI | AXT INC | $1.18亿 | 11.06% | 2,068,550 | -973,731 | -32.0% | -$5,548.32万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $1.08亿 | 10.10% | 613,788 | 613,788 | — | $1.08亿 | 新建仓 |
| INTC | INTEL CORP | $9,935.64万 | 9.32% | 2,251,449 | 1,332,053 | 144.9% | $5,878.35万 | 加仓 |
| SNDK | SANDISK CORP | $8,109.80万 | 7.61% | 127,645 | -50,963 | -28.5% | -$3,237.88万 | 减仓 |
| GLW | CORNING INC | $7,284.95万 | 6.83% | 535,776 | 483,589 | 926.6% | $6,575.36万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $6,196.36万 | 5.81% | 355,296 | 193,795 | 120.0% | $3,379.78万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $4,462.43万 | 4.19% | 132,087 | 77,398 | 141.5% | $2,614.81万 | 加仓 |
| CIEN | CIENA CORP | $4,167.61万 | 3.91% | 107,349 | 107,349 | — | $4,167.61万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,827.18万 | 3.59% | 113,247 | 97,397 | 614.5% | $3,291.53万 | 加仓 |
| ALAB | ASTERA LABS INC | $3,331.02万 | 3.12% | 303,925 | 303,925 | — | $3,331.02万 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $3,038.56万 | 2.85% | 136,829 | 136,829 | — | $3,038.56万 | 新建仓 |
| TER | TERADYNE INC | $2,998.13万 | 2.81% | 101,131 | 101,131 | — | $2,998.13万 | 新建仓 |
| COHR | COHERENT CORP | $2,879.43万 | 2.70% | 120,878 | 120,878 | — | $2,879.43万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $2,564.51万 | 2.41% | 122,692 | 122,692 | — | $2,564.51万 | 新建仓 |
| GOOG | ALPHABET INC | $2,517.34万 | 2.36% | 87,755 | 7,898 | 9.9% | $226.56万 | 加仓 |
| MOD | MODINE MFG CO | $2,492.45万 | 2.34% | 115,013 | 78,224 | 212.6% | $1,695.19万 | 加仓 |
| SMTC | SEMTECH CORP | $2,180.93万 | 2.05% | 283,643 | 283,643 | — | $2,180.93万 | 新建仓 |
| — | QORVO INC | $2,112.70万 | 1.98% | 272,959 | 272,959 | — | $2,112.70万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,318.93万 | 1.24% | 133,158 | 133,158 | — | $1,318.93万 | 新建仓 |
| TSLA | TESLA INC | $975.14万 | 0.91% | 26,231 | 26,231 | — | $975.14万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $533.79万 | 0.50% | 46,264 | 46,264 | — | $533.79万 | 新建仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -30,323 | -100.0% | -$1,201.73万 | 清仓 |
| VIK | VIKING HOLDINGS LTD | $0 | 0.00% | 0 | -146,110 | -100.0% | -$1,043.37万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -26,690 | -100.0% | -$881.06万 | 清仓 |
| JOYY | JOYY INC | $0 | 0.00% | 0 | -112,924 | -100.0% | -$731.30万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AAOI | APPLIED OPTOELECTRONICS INC | $0 | 0.00% | 0 | -67,223 | -100.0% | -$234.34万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -1,030 | -100.0% | -$174.13万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -3,040 | -100.0% | -$105.21万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -89 | -100.0% | -$17.93万 | 清仓 |