Holdings
M & L Capital Management Ltd
As of Jun 30, 2026, M & L Capital Management Ltd reported 16 positions worth US$331M. Largest: Broadcom Inc., Micron Technology, Inc. and Lumentum Holdings Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Broadcom Inc. | 176K | US$66.4M | +2,500 | Jun 30, 2026 |
| Micron Technology, Inc. | 41,763 | US$48.2M | new | Jun 30, 2026 |
| Lumentum Holdings Inc. | 52,030 | US$44.6M | no change | Jun 30, 2026 |
| Marvell Technology, Inc. | 120K | US$35.6M | new | Jun 30, 2026 |
| Ciena Corporation | 62,930 | US$30.9M | +7,200 | Jun 30, 2026 |
| Astera Labs, Inc. | 46,200 | US$22.3M | new | Jun 30, 2026 |
| Coherent Corp. | 43,000 | US$17M | +5,400 | Jun 30, 2026 |
| Arista Networks, Inc. | 86,000 | US$14.6M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 36,562 | US$13.1M | +27,724 | Jun 30, 2026 |
| Vertiv Holdings, Llc | 37,100 | US$12.4M | +10,200 | Jun 30, 2026 |