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M & L Capital Management Ltd Portfolio
$481.6M across 24 positions as of 2026-09-30, with 74% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| MUMicron Technology Inc | $57.8M | 12.0% | 54,313 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $41.7M | 8.7% | 91,480 |
| AMDAdvanced Micro Devices Inc | $35.7M | 7.4% | 58,350 |
| CIENCiena Corp | $35.4M | 7.3% | 100,580 |
| COHRCoherent Corp | $35.3M | 7.3% | 122,500 |
| MRVLMarvell Technology Inc | $33.3M | 6.9% | 126,200 |
| SMHVanEck Semiconductor ETF | $33.1M | 6.9% | 54,300 |
| AMZNAmazon.com Inc | $28.2M | 5.9% | 113,215 |
| LITELumentum Holdings Inc | $28M | 5.8% | 28,796 |
| VRTVertiv Holdings Co | $27.1M | 5.6% | 112,250 |
| NVDANVIDIA Corp | $26.9M | 5.6% | 118,000 |
| ARMArm Holdings PLC | $26.7M | 5.6% | 92,300 |
| AVGOBroadcom Inc | $18.7M | 3.9% | 53,329 |
| ALABAstera Labs, Inc | $17.9M | 3.7% | 50,200 |
| CREDO TECHNOLOGY GROUP HOLDI | $9.9M | 2.1% | 50,700 |
| ANETArista Networks Inc | $6.8M | 1.4% | 33,200 |
| SKHYSK Hynix Inc | $6.1M | 1.3% | 33,150 |
| LRCXLam Research Corp | $4.8M | 1.0% | 14,600 |
| AMKRAmkor Technology Inc | $4.6M | 0.9% | 87,000 |
| CLSCelestica Inc | $1.8M | 0.4% | 5,050 |
| APPLIED OPTOELECTRONICS INC | $1.6M | 0.3% | 15,800 |
| SITIME CORP | $110.8K | 0.0% | 170 |
| ISRGIntuitive Surgical Inc | $63.8K | 0.0% | 157 |
| AXONAxon Enterprise Inc | $30.4K | 0.0% | 72 |
Quarter ending 2026-09-30.
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