13F-HR filed by M & L Capital Management Ltd
M & L Capital Management Ltd filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-14, with 17 holding rows worth $369,819,181.
- Accession
- 0001927627-26-000005
- Filer
- CIK 1927627
- Filed
- 2026-07-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 17 entries on the cover page, a total value of $369,819,181 stated on the cover page (in dollars after the unit check, H1), rows summing to $369,819,181 with VALUE read as dollars as filed, 13F file number 028-24856. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Broadcom Inc. | 11135F101 | COM | 175,800 | $66,408,450 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 41,763 | $48,206,613 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 52,030 | $44,644,862 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 59,100 | $38,763,099 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 119,500 | $35,597,855 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 62,930 | $30,870,941 | dollars as filed | |
| ASTERA LABS INC COM | 04626A103 | COM | 46,200 | $22,315,524 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 43,000 | $16,962,210 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 86,000 | $14,609,680 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 36,980 | $13,066,143 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 37,100 | $12,421,822 | dollars as filed | |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | G25457105 | Stock | 41,100 | $11,177,145 | dollars as filed | |
| SPACE EXPLORATION TECHN CORP CLASS A COM STK | 84615Q103 | Stock | 34,500 | $5,894,670 | dollars as filed | |
| AMKOR TECHNOLOGY INC COM | 031652100 | Stock | 41,000 | $3,535,430 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 8,100 | $2,451,870 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 19,000 | $1,905,320 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 1,700 | $987,547 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001927627-26-000005 | this filing | 2026-07-14 | acceptance time not in the bulk data set |