M & L CAPITAL MANAGEMENT LTD
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 1.17M | $218.34M |
 | MSFT | 150K | $72.64M |
 | HOOD | 136K | $15.33M |
 | AVGO | 132K | $45.51M |
 | FWONK | 104K | $10.24M |
 | DELL | 88K | $11.12M |
 | ANET | 86K | $11.27M |
 | CELH | 53K | $2.44M |
 | KRMN | 47K | $3.42M |
 | SNPS | 45K | $20.93M |
 | LITE | 39K | $14.43M |
 | CIEN | 36K | $8.48M |
 | AMD | 26K | $5.53M |
 | COHR | 22K | $4.01M |
 | ISRG | 18K | $10.02M |
 | VRT | 15K | $2.38M |
 | TKO | 14K | $2.98M |
 | GRND | 10K | $140.82K |
 | AVAV | 9K | $2.27M |
 | PODD | 6K | $1.60M |
NVIDIA Corporation
NVDA
Shares Held
1.17M
Value
$218.34M
Microsoft Corporation
MSFT
Shares Held
150K
Value
$72.64M
Robinhood Markets, Inc.
HOOD
Shares Held
136K
Value
$15.33M
Broadcom Inc.
AVGO
Shares Held
132K
Value
$45.51M
Formula One Group
FWONK
Shares Held
104K
Value
$10.24M
Dell Technologies Inc.
DELL
Shares Held
88K
Value
$11.12M
Arista Networks, Inc.
ANET
Shares Held
86K
Value
$11.27M
Celsius Holdings, Inc.
CELH
Shares Held
53K
Value
$2.44M
Karman Holdings Inc.
KRMN
Shares Held
47K
Value
$3.42M
Synopsys, Inc.
SNPS
Shares Held
45K
Value
$20.93M
Lumentum Holdings Inc.
LITE
Shares Held
39K
Value
$14.43M
Ciena Corporation
CIEN
Shares Held
36K
Value
$8.48M
Advanced Micro Devices, Inc.
AMD
Shares Held
26K
Value
$5.53M
Coherent, Inc.
COHR
Shares Held
22K
Value
$4.01M
Intuitive Surgical, Inc.
ISRG
Shares Held
18K
Value
$10.02M
Vertiv Holdings Co
VRT
Shares Held
15K
Value
$2.38M
TKO Group Holdings, Inc.
TKO
Shares Held
14K
Value
$2.98M
Grindr Inc.
GRND
Shares Held
10K
Value
$140.82K
AeroVironment, Inc.
AVAV
Shares Held
9K
Value
$2.27M
Insulet Corporation
PODD
Shares Held
6K
Value
$1.60M