M & L Capital Management Ltd
M & L Capital Management Ltd reported 17 holdings worth US$370M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 14, 2026
M & L Capital Management Ltd reported 17 holdings worth US$370M as of Jun 30, 2026. Largest: Broadcom Inc., Micron Technology, Inc. and Lumentum Holdings Inc. Filed Jul 14, 2026 (Form 13F).
- Holdings
- 17
- Value as reported
- US$370M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Broadcom Inc. | 176K | US$66.4M | 18.0% |
| Micron Technology, Inc. | 41,763 | US$48.2M | 13.0% |
| Lumentum Holdings Inc. | 52,030 | US$44.6M | 12.1% |
| Marvell Technology, Inc. | 120K | US$35.6M | 9.6% |
| Ciena Corporation | 62,930 | US$30.9M | 8.3% |
| Astera Labs, Inc. | 46,200 | US$22.3M | 6.0% |
| Coherent Corp. | 43,000 | US$17M | 4.6% |
| Arista Networks, Inc. | 86,000 | US$14.6M | 4.0% |
| Alphabet Inc (google) Class C | 36,562 | US$13.1M | 3.5% |
| Vertiv Holdings, Llc | 37,100 | US$12.4M | 3.4% |
| Credo Technology Group Holding Ltd | 41,100 | US$11.2M | 3.0% |
| Space Exploration Technologies Corp | 34,500 | US$5.89M | 1.6% |
| Amkor Technology, Inc. | 41,000 | US$3.54M | 0.96% |
| Bloom Energy Corporation | 8,100 | US$2.45M | 0.66% |
| Robinhood Markets, Inc. | 19,000 | US$1.91M | 0.52% |
| Advanced Micro Devices Inc | 1,700 | US$988K | 0.27% |
| Aerovironment, Inc. | 0 | US$0 | 0.00% |
| Axon Enterprise, Inc. | 0 | US$0 | 0.00% |
| Celsius Holdings, Inc. | 0 | US$0 | 0.00% |
| Ge Vernova Inc. | 0 | US$0 | 0.00% |
| Intuitive Surgical, Inc. | 0 | US$0 | 0.00% |
| Lam Research Corporation | 0 | US$0 | 0.00% |
| Liberty Media Corporation - Series A Liberty Formula One | 0 | US$0 | 0.00% |
| Nvidia Corporation | 0 | US$0 | 0.00% |
| Sitime Corporation | 0 | US$0 | 0.00% |
| Tko Group Holdings, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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