StockDriftsStockDriftsTop 22 E20 Capital Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LITE | LUMENTUM HLDGS INC | 12.31% | 186.7K | $131.2M | +606.92%(+160.26K) | $497.48(+46.40%) | 2026-03-31 | |
| AXTI | AXT INC | 11.06% | 2.07M | $117.9M | -32.01%(-973.73K) | $10.42(+443.38%) | 2026-03-31 | |
| TSEM | TOWER SEMICONDUCTOR LTD | 10.1% | 613.8K | $107.7M | new | $146.45(+49.57%) | 2026-03-31 | |
| INTC | INTEL CORP | 9.32% | 2.25M | $99.4M | +144.88%(+1.33M) | $38.35(+213.78%) | 2026-03-31 | |
| SNDK | SANDISK CORP | 7.61% | 127.6K | $81.1M | -28.53%(-50.96K) | $174.79(+898.34%) | 2026-03-31 | |
| GLW | CORNING INC | 6.83% | 535.8K | $72.8M | +926.65%(+483.59K) | $109.14(+80.31%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.81% | 355.3K | $62.0M | +120.00%(+193.79K) | $183.22(+6.34%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 4.19% | 132.1K | $44.6M | +141.52%(+77.40K) | $276.32(+253.05%) | 2026-03-31 | |
| CIEN | CIENA CORP | 3.91% | 107.3K | $41.7M | new | $311.05(+35.82%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.59% | 113.2K | $38.3M | +614.49%(+97.40K) | $316.81(+37.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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