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Disclosery

M & L Capital Management Ltd

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13F filer, CIK 1927627, LONDON, United Kingdom

M & L Capital Management Ltd reported $369,819,181 across 17 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-14. Its ten largest share positions make up 89.62% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001927627-26-000005

Period
2026-06-30
Reported value
$370M
Holdings
17
Top 10 weight
89.62%
New
8
Sold out
10

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MUnew+41,763$48.2M
SMHnew+59,100$38.8M
MRVLnew+119,500$35.6M
ALABnew+46,200$22.3M
CRDOnew+41,100$11.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NVDAexited-1,170,700-$204M
LRCXexited-78,050-$16.7M
HOODreduced-116,500-$11.7M
FWONKexited-103,965-$8.84M
ISRGexited-17,700-$8.16M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001927627-26-000005, largest first. % of portfolio is the value over $369,819,181, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 131,500 shares; 2025Q1: 131,500 shares; 2025Q2: 131,500 shares; 2025Q3: 131,500 shares; 2025Q4: 131,500 shares; 2026Q1: 173,300 shares; 2026Q2: 175,800 shares 175,800$66.4M17.96%+2,500Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 151,800 shares; 2025Q1: 151,800 shares; 2025Q2: 88,500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,763 shares 41,763$48.2M13.04%newTimeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,150 shares; 2026Q1: 52,030 shares; 2026Q2: 52,030 shares 52,030$44.6M12.07%0Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 59,100 shares 59,100$38.8M10.48%newTimeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 119,500 shares 119,500$35.6M9.63%newTimeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,900 shares; 2025Q4: 36,250 shares; 2026Q1: 55,730 shares; 2026Q2: 62,930 shares 62,930$30.9M8.35%+7,200Timeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46,200 shares 46,200$22.3M6.03%newTimeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,700 shares; 2026Q1: 37,600 shares; 2026Q2: 43,000 shares 43,000$17M4.59%+5,400Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 322,000 shares; 2025Q1: 240,800 shares; 2025Q2: 240,800 shares; 2025Q3: 240,800 shares; 2025Q4: 86,000 shares; 2026Q1: 86,000 shares; 2026Q2: 86,000 shares 86,000$14.6M3.95%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 104,200 shares; 2025Q1: 104,200 shares; 2025Q2: 3,850 shares; 2025Q3: 3,850 shares; 2025Q4: 3,850 shares; 2026Q1: 8,860 shares; 2026Q2: 36,980 shares 36,980$13.1M3.53%+28,120Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,700 shares; 2026Q1: 26,900 shares; 2026Q2: 37,100 shares 37,100$12.4M3.36%+10,200Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,100 shares 41,100$11.2M3.02%newTimeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,500 shares 34,500$5.89M1.59%newTimeline
AMKRAMKOR TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,000 shares 41,000$3.54M0.96%newTimeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,100 shares; 2026Q2: 8,100 shares 8,100$2.45M0.66%0Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129,500 shares; 2025Q3: 135,500 shares; 2025Q4: 135,500 shares; 2026Q1: 135,500 shares; 2026Q2: 19,000 shares 19,000$1.91M0.52%-116,500Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 200,000 shares; 2025Q1: 200,000 shares; 2025Q2: 161,000 shares; 2025Q3: 161,000 shares; 2025Q4: 25,800 shares; 2026Q1: not reported; 2026Q2: 1,700 shares 1,700$988K0.27%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
NVDANVIDIA CORPORATION1,170,700$204Mshares
LRCXLAM RESEARCH CORP78,050$16.7Mshares
FWONKLIBERTY MEDIA CORP DEL103,965$8.84Mshares
ISRGINTUITIVE SURGICAL INC17,700$8.16Mshares
GEVGE VERNOVA INC5,000$4.36Mshares
TKOTKO GROUP HOLDINGS INC20,250$4.08Mshares
AVAVAEROVIRONMENT INC20,900$3.83Mshares
SITMSITIME CORP9,800$3.38Mshares
CELHCELSIUS HLDGS INC53,400$1.9Mshares
AXONAXON ENTERPRISE INC180$76.4Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001927627-26-000005 base2026-07-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001927627-26-000005 Quarter ended 2026-06-302026-07-14acceptance time not in the bulk data set
13F-HR 0001927627-26-000003 Quarter ended 2026-03-312026-04-10acceptance time not in the bulk data set
13F-HR 0001927627-26-000002 Quarter ended 2025-12-312026-01-12acceptance time not in the bulk data set
13F-HR 0001927627-25-000008 Quarter ended 2025-09-302025-10-14acceptance time not in the bulk data set
13F-HR 0001927627-25-000006 Quarter ended 2025-06-302025-07-07acceptance time not in the bulk data set
13F-HR 0001927627-25-000004 Quarter ended 2025-03-312025-04-07acceptance time not in the bulk data set
13F-HR 0001927627-25-000002 Quarter ended 2024-12-312025-02-10acceptance time not in the bulk data set