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M & L Capital Management Ltd 13F holdings

Filed 2026-07-14 · M & L Capital Management Ltd · 17 positions · $369.8M

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TickerCompanySharesValue% of portfolio
AVGOBROADCOM INC175.8K$66.4M18.0%
MUMICRON TECHNOLOGY INC41.8K$48.2M13.0%
LITELUMENTUM HLDGS INC52.0K$44.6M12.1%
SMHVANECK ETF TRUST59.1K$38.8M10.5%
MRVLMARVELL TECHNOLOGY INC119.5K$35.6M9.6%
CIENCIENA CORP62.9K$30.9M8.3%
ALABASTERA LABS INC46.2K$22.3M6.0%
COHRCOHERENT CORP43.0K$17.0M4.6%
ANETARISTA NETWORKS INC86.0K$14.6M4.0%
GOOGALPHABET INC37.0K$13.1M3.5%
VRTVERTIV HOLDINGS CO37.1K$12.4M3.4%
CRDOCREDO TECHNOLOGY GROUP HOLDI41.1K$11.2M3.0%
SPCXSPACE EXPLORATION TECHN CORP34.5K$5.9M1.6%
AMKRAMKOR TECHNOLOGY INC41.0K$3.5M1.0%
BEBLOOM ENERGY CORP8.1K$2.5M0.7%
HOODROBINHOOD MKTS INC19.0K$1.9M0.5%
AMDADVANCED MICRO DEVICES INC1.7K$987,5470.3%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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