Q2 2026 · 13F-HR
M & L Capital Management Ltdholdings as filed
Filed 2026-07-14 · accession 0001927627-26-000005
$369.8M
Reported value
17
Positions
2026-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 11135F101 | AVGO | BROADCOM INC | $66.4M | 18.0% | 175,800 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $48.2M | 13.0% | 41,763 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $44.6M | 12.1% | 52,030 | Common | SOLE |
| 92189F676 | SMH | VANECK ETF TRUST | $38.8M | 10.5% | 59,100 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $35.6M | 9.63% | 119,500 | Common | SOLE |
| 171779309 | CIEN | CIENA CORP | $30.9M | 8.35% | 62,930 | Common | SOLE |
| 04626A103 | ALAB | ASTERA LABS INC | $22.3M | 6.03% | 46,200 | Common | SOLE |
| 19247G107 | COHR | COHERENT CORP | $17.0M | 4.59% | 43,000 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC | $14.6M | 3.95% | 86,000 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $13.1M | 3.53% | 36,980 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $12.4M | 3.36% | 37,100 | Common | SOLE |
| G25457105 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $11.2M | 3.02% | 41,100 | Common | SOLE |
| 84615Q103 | SPCX | SPACE EXPLORATION TECHN CORP | $5.9M | 1.59% | 34,500 | Common | SOLE |
| 031652100 | AMKR | AMKOR TECHNOLOGY INC | $3.5M | 0.96% | 41,000 | Common | SOLE |
| 093712107 | BE | BLOOM ENERGY CORP | $2.5M | 0.66% | 8,100 | Common | SOLE |
| 770700102 | HOOD | ROBINHOOD MKTS INC | $1.9M | 0.52% | 19,000 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $987,547 | 0.27% | 1,700 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.