M & L Capital Management Ltd
19 holdingsFiling period: 2026-03-31Current AUM: $467.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 1.17M | $204.2M | $235.1M | 50.32% | -- | 2026-03-31 |
| 2 | AVGO | BROADCOM INC | 173.3K | $53.7M | $67.5M | 14.45% | +41.8K | 2026-03-31 |
| 3 | LITE | LUMENTUM HLDGS INC | 52.0K | $36.6M | $37.1M | 7.95% | +12.9K | 2026-03-31 |
| 4 | CIEN | CIENA CORP | 55.7K | $21.6M | $21.0M | 4.50% | +19.5K | 2026-03-31 |
| 5 | LRCX | LAM RESEARCH CORP | 78.0K | $16.7M | $22.9M | 4.90% | -- | 2026-03-31 |
| 6 | ANET | ARISTA NETWORKS INC | 86.0K | $10.6M | $15.5M | 3.32% | -- | 2026-03-31 |
| 7 | HOOD | ROBINHOOD MARKETS INC | 135.5K | $9.4M | $11.7M | 2.51% | -- | 2026-03-31 |
| 8 | COHR | COHERENT CORP | 37.6K | $9.0M | $9.9M | 2.12% | +15.9K | 2026-03-31 |
| 9 | FWONK | LIBERTY MEDIA CORP DEL | 104.0K | $8.8M | $10.2M | 2.18% | -- | 2026-03-31 |
| 10 | ISRG | INTUITIVE SURGICAL INC | 17.7K | $8.2M | $6.3M | 1.34% | -- | 2026-03-31 |
| 11 | VRT | VERTIV HOLDINGS CO | 26.9K | $6.7M | $6.5M | 1.39% | +12.2K | 2026-03-31 |
| 12 | GEV | GE VERNOVA INC | 5.0K | $4.4M | $5.0M | 1.06% | -- | 2026-03-31 |
| 13 | TKO | TKO GROUP HLDGS INC | 20.3K | $4.1M | $3.7M | 0.79% | +6.0K | 2026-03-31 |
| 14 | AVAV | AEROVIRONMENT INC | 20.9K | $3.8M | $3.1M | 0.67% | +11.5K | 2026-03-31 |
| 15 | SITM | SITIME CORP | 9.8K | $3.4M | $5.2M | 1.12% | -- | 2026-03-31 |
| 16 | GOOG | ALPHABET INC | 8.9K | $2.5M | $3.2M | 0.68% | +5.0K | 2026-03-31 |
| 17 | CELH | CELSIUS HLDGS INC | 53.4K | $1.9M | $1.6M | 0.33% | -- | 2026-03-31 |
| 18 | BE | BLOOM ENERGY CORP | 8.1K | $1.1M | $1.7M | 0.36% | -- | 2026-03-31 |
| 19 | AXON | AXON ENTERPRISE INC | 180 | $76K | $94K | 0.02% | -- | 2026-03-31 |
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