M & L Capital Management Ltd: 13F holdings
CIK 19276272026Q2
| Positions | 17 |
|---|---|
| Reported value | $369.8m |
| Filed | 2026-07-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AVGO BROADCOM INC | 175,800 | $66.4m | 18.0% |
| MU MICRON TECHNOLOGY INC | 41,763 | $48.2m | 13.0% |
| LITE LUMENTUM HLDGS INC | 52,030 | $44.6m | 12.1% |
| SMH VANECK ETF TRUST | 59,100 | $38.8m | 10.5% |
| MRVL MARVELL TECHNOLOGY INC | 119,500 | $35.6m | 9.6% |
| CIEN CIENA CORP | 62,930 | $30.9m | 8.3% |
| ALAB ASTERA LABS INC | 46,200 | $22.3m | 6.0% |
| COHR COHERENT CORP | 43,000 | $17.0m | 4.6% |
| ANET ARISTA NETWORKS INC | 86,000 | $14.6m | 4.0% |
| GOOG ALPHABET INC | 36,980 | $13.1m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1927627")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.