M & L Capital Management Ltd
CIK 1927627
13F portfolio (2026-Q1)
$407M
Positions
19
As reported on this filer's Form 13F for 2026-Q1, filed 2026-04-10. Long positions in SEC Section 13(f) securities; a lagged quarterly snapshot, filed up to 45 days after quarter-end.
| 1 | NVDA | NVIDIA CORPORATION |
| 2 | AVGO | BROADCOM INC |
| 3 | LITE | LUMENTUM HLDGS INC |
| 4 | CIEN | CIENA CORP |
| 5 | LRCX | LAM RESEARCH CORP |
Top holdings — weights and history with Pro
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