M & L Capital Management Ltd

LONDON, X0 · CIK 1927627 · 13F filing filed 2026-07-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLondon

$369.8m reported value -9.1% vs Q1 2026

17positions

89.6%in top 10

8 new 5 added 1 reduced 10 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BROADCOM INC COM AVGO	AVGO	175,800	$66.4m17.96%	17.96%	Added +2.5k	+2,500 1.4%
2	MICRON TECHNOLOGY INC COM MU	MU	41,763	$48.2m13.04%	13.04%	New
3	LUMENTUM HLDGS INC COM LITE	LITE	52,030	$44.6m12.07%	12.07%	Unchanged
4	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	59,100	$38.8m10.48%	10.48%	New
5	MARVELL TECHNOLOGY INC COM MRVL	MRVL	119,500	$35.6m9.63%	9.63%	New
6	CIENA CORP COM NEW CIEN	CIEN	62,930	$30.9m8.35%	8.35%	Added +7.2k	+7,200 12.9%
7	ASTERA LABS INC COM ALAB	ALAB	46,200	$22.3m6.03%	6.03%	New
8	COHERENT CORP COM COHR	COHR	43,000	$17.0m4.59%	4.59%	Added +5.4k	+5,400 14.4%
9	ARISTA NETWORKS INC COM SHS ANET	ANET	86,000	$14.6m3.95%	3.95%	Unchanged
10	ALPHABET INC CAP STK CL C GOOG	GOOG	36,980	$13.1m3.53%	3.53%	Added +28.1k	+28,120 317.4%
11	VERTIV HOLDINGS CO COM CL A VRT	VRT	37,100	$12.4m3.36%	3.36%	Added +10.2k	+10,200 37.9%
12	CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO	CRDO	41,100	$11.2m3.02%	3.02%	New
13	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	34,500	$5.9m1.59%	1.59%	New
14	AMKOR TECHNOLOGY INC COM AMKR	AMKR	41,000	$3.5m0.96%	0.96%	New
15	BLOOM ENERGY CORP COM CL A BE	BE	8,100	$2.5m0.66%	0.66%	Unchanged
16	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	19,000	$1.9m0.52%	0.52%	Reduced -116.5k	-116,500 -86.0%
17	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,700	$987.5k0.27%	0.27%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
NVIDIA CORPORATION NVDA	NVDA	1,170,700	$204.2m1.2m shares
LAM RESEARCH CORP LRCX	LRCX	78,050	$16.7m78.0k shares
LIBERTY MEDIA CORP DEL FWONK	FWONK	103,965	$8.8m104.0k shares
INTUITIVE SURGICAL INC ISRG	ISRG	17,700	$8.2m17.7k shares
GE VERNOVA INC GEV	GEV	5,000	$4.4m5.0k shares
TKO GROUP HOLDINGS INC TKO	TKO	20,250	$4.1m20.2k shares
AEROVIRONMENT INC AVAV	AVAV	20,900	$3.8m20.9k shares
SITIME CORP SITM	SITM	9,800	$3.4m9.8k shares
CELSIUS HLDGS INC CELH	CELH	53,400	$1.9m53.4k shares
AXON ENTERPRISE INC AXON	AXON	180	$76.4k180 shares