M & L Capital Management Ltd
M & L Capital Management Ltd reported 17 positions worth $369.8M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: AVGO (18.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AVGO | SH | $66.4M | 17.96% | 175,800 | — | — | |
| ▸ 2 | MU | SH | $48.2M | 13.04% | 41,763 | — | — | |
| ▸ 3 | LITE | SH | $44.6M | 12.07% | 52,030 | — | — | |
| ▸ 4 | SMH | SH | $38.8M | 10.48% | 59,100 | — | — | |
| ▸ 5 | MRVL | SH | $35.6M | 9.63% | 119,500 | — | — | |
| ▸ 6 | CIEN | SH | $30.9M | 8.35% | 62,930 | — | — | |
| ▸ 7 | ALAB | SH | $22.3M | 6.03% | 46,200 | — | — | |
| ▸ 8 | COHR | SH | $17.0M | 4.59% | 43,000 | — | — | |
| ▸ 9 | ANET | SH | $14.6M | 3.95% | 86,000 | — | — | |
| ▸ 10 | GOOG | SH | $13.1M | 3.53% | 36,980 | — | — |
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Frequently Asked Questions
What stocks does M & L Capital Management Ltd hold as of Q2 2026?
M & L Capital Management Ltd reported 17 positions worth $369.8M in its Q2 2026 13F filing. Largest positions: AVGO (18.0%), MU (13.0%), LITE (12.1%), SMH (10.5%) and MRVL (9.6%).
What did M & L Capital Management Ltd buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did M & L Capital Management Ltd sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.