Shi Dawei

E20 Capital Ltd

Assets Managed

$1.066B

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo ago

Growth Rate

284.62%(2Q avg: 142.31%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in E20 Capital Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 22 positions.

Assets under management

The assets under management (AUM) of E20 Capital Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.066B in assets, with a quarterly growth rate of 284.62% and a 2-quarter average growth rate of 142.31%. The portfolio is managed by Shi Dawei, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
LITE Lumentum Holdings Inc Recent Activity Increased 606.92%	12.31%	$131.178M 186,661 shares@ $702.76 avg price	Increased 606.92%
AXTI Axt Inc Recent Activity Decreased -32%	11.06%	$117.866M 2.069M shares@ $56.98 avg price	Decreased -32%
TSEM Tower Semiconductor Ltd Recent Activity New Position	10.11%	$107.708M 613,788 shares@ $175.48 avg price	New Position
INTC Intel Corp Recent Activity Increased 144.89%	9.33%	$99.356M 2.251M shares@ $44.13 avg price	Increased 144.89%
SNDK Sandisk Corp Recent Activity Decreased -28.53%	7.61%	$81.098M 127,645 shares@ $635.34 avg price	Decreased -28.53%
GLW Corning Inc Recent Activity Increased 926.65%	6.84%	$72.849M 535,776 shares@ $135.98 avg price	Increased 926.65%
NVDA Nvidia Corp Recent Activity Increased 120%	5.82%	$61.964M 355,296 shares@ $174.4 avg price	Increased 120%
MU Micron Technology Inc Recent Activity Increased 141.53%	4.19%	$44.624M 132,087 shares@ $337.84 avg price	Increased 141.53%
CIEN Ciena Corp Recent Activity New Position	3.91%	$41.676M 107,349 shares@ $388.23 avg price	New Position
TSM Taiwan Semiconductor-sp Adr Recent Activity Increased 614.5%	3.6%	$38.272M 113,247 shares@ $337.96 avg price	Increased 614.5%

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