M & L Capital Management Ltd

Est. AUM

$369.8M

13F long equity, this entity only

Positions

Period

Jun 2026 (Q2)

SEC EDGAR

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BROADCOM INC	COM	$66.4M	175800	17.96%	SOLE
2	MICRON TECHNOLOGY INC	COM	$48.2M	41763	13.04%	SOLE
3	LUMENTUM HLDGS INC	COM	$44.6M	52030	12.07%	SOLE
4	VANECK ETF TRUST	SEMICONDUCTR ETF	$38.8M	59100	10.48%	SOLE
5	MARVELL TECHNOLOGY INC	COM	$35.6M	119500	9.63%	SOLE
6	CIENA CORP	COM NEW	$30.9M	62930	8.35%	SOLE
7	ASTERA LABS INC	COM	$22.3M	46200	6.03%	SOLE
8	COHERENT CORP	COM	$17.0M	43000	4.59%	SOLE
9	ARISTA NETWORKS INC	COM SHS	$14.6M	86000	3.95%	SOLE
10	ALPHABET INC	CAP STK CL C	$13.1M	36980	3.53%	SOLE
11	VERTIV HOLDINGS CO	COM CL A	$12.4M	37100	3.36%	SOLE
12	CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	$11.2M	41100	3.02%	SOLE
13	SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$5.9M	34500	1.59%	SOLE
14	AMKOR TECHNOLOGY INC	COM	$3.5M	41000	0.96%	SOLE
15	BLOOM ENERGY CORP	COM CL A	$2.5M	8100	0.66%	SOLE
16	ROBINHOOD MKTS INC	COM CL A	$1.9M	19000	0.52%	SOLE
17	ADVANCED MICRO DEVICES INC	COM	$988K	1700	0.27%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.