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EC
E20 Capital Portfolio holdings
AUM
$1.07B
This Fund
S&P 500
This Quarter
Est. Return
+68.65%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.07B
AUM Growth
+$789M
(+285%)
Cap. Flow
+$551M
Cap. Flow
% of AUM
51.7%
Top 10 Holdings %
Top 10 Hldgs %
74.73%
Holding
32
New
12
Increased
8
Reduced
2
Closed
10
Top Buys
| 1 |
Lumentum
LITE
|
+$88M |
| 2 |
Tower Semiconductor
TSEM
|
+$82.5M |
| 3 |
Intel
INTC
|
+$61.1M |
| 4 |
Corning
GLW
|
+$58.3M |
| 5 |
Astera Labs
ALAB
|
+$43.3M |
Top Sells
| 1 |
AXT Inc
AXTI
|
+$32.3M |
| 2 |
SNDK
Sandisk
SNDK
|
+$28.8M |
| 3 |
SPDR Gold Trust
GLD
|
+$12M |
| 4 |
Viking Holdings
VIK
|
+$10.4M |
| 5 |
UnitedHealth
UNH
|
+$8.81M |
Sector Composition
| 1 | Technology | 94.39% |
| 2 | Consumer Discretionary | 3.25% |
| 3 | Communication Services | 2.36% |
| 4 | Financials | 0% |
| 5 | Healthcare | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
SPDR Gold Trust
GLD
$131B
| – | – |
-30,323
| Closed | -$12M |
|
27
Robinhood
HOOD
$102B
| – | – |
-63,734
| Closed | -$7.21M |
|
28
Lam Research
LRCX
$433B
| – | – |
-30,282
| Closed | -$5.18M |
|
29
Mercado Libre
MELI
$95B
| – | – |
-89
| Closed | -$179K |
|
|
30
UnitedHealth
UNH
$386B
| – | – |
-26,690
| Closed | -$8.81M |
|
|
31
Viking Holdings
VIK
$43.6B
| – | – |
-146,110
| Closed | -$10.4M |
|
|
JOYY
32
JOYY Inc
JOYY
$3.51B
| – | – |
-112,924
| Closed | -$7.31M |
|
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