M & L Capital Management Ltd
18 holdingsFiling period: 2026-06-30Current AUM: $302.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | 175.8K | $66.4M | $57.9M | 19.15% | +2.5K | 2026-06-30 |
| 2 | MU | Micron Technology Inc | 41.8K | $48.2M | $37.7M | 12.49% | -- | 2026-06-30 |
| 3 | LITE | Lumentum Hldgs Inc | 52.0K | $44.6M | $42.6M | 14.09% | -- | 2026-06-30 |
| 4 | SMH | VanEck ETF Trust | 59.1K | $38.8M | $32.0M | 10.59% | -- | 2026-06-30 |
| 5 | MRVL | Marvell Technology Inc | 119.5K | $35.6M | $27.9M | 9.24% | -- | 2026-06-30 |
| 6 | CIEN | Ciena Corp | 62.9K | $30.9M | $21.1M | 7.00% | +7.2K | 2026-06-30 |
| 7 | ALAB | Astera Labs Inc | 46.2K | $22.3M | $12.0M | 3.97% | -- | 2026-06-30 |
| 8 | COHR | Coherent Corp | 43.0K | $17.0M | $9.5M | 3.15% | +5.4K | 2026-06-30 |
| 9 | ANET | Arista Networks Inc | 86.0K | $14.6M | $15.2M | 5.04% | -- | 2026-06-30 |
| 10 | GOOG | Alphabet Inc | 37.0K | $13.1M | $11.6M | 3.84% | +28.1K | 2026-06-30 |
| 11 | VRT | Vertiv Holdings Co | 37.1K | $12.4M | $7.4M | 2.45% | +10.2K | 2026-06-30 |
| 12 | — | Credo Technology Group Holdi | 41.1K | $11.2M | $11.2M | 3.70% | -- | 2026-06-30 |
| 13 | SPCX | Space Exploration Techn Corp | 34.5K | $5.9M | $5.1M | 1.68% | -- | 2026-06-30 |
| 14 | SPCX | Space Exploration Techn Corp | 34.5K | $5.9M | $5.1M | 1.68% | -- | 2026-06-30 |
| 15 | AMKR | Amkor Technology Inc | 41.0K | $3.5M | $1.5M | 0.50% | -- | 2026-06-30 |
| 16 | BE | Bloom Energy Corp | 8.1K | $2.5M | $1.7M | 0.55% | -- | 2026-06-30 |
| 17 | HOOD | Robinhood Mkts Inc | 19.0K | $1.9M | $1.8M | 0.58% | -116,500 | 2026-06-30 |
| 18 | AMD | Advanced Micro Devices Inc | 1.7K | $987K | $903K | 0.30% | -- | 2026-06-30 |
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