M & L CAPITAL MANAGEMENT LTD
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 1.17M | $204.22M |
 | AVGO | 173K | $53.66M |
 | HOOD | 136K | $9.39M |
 | FWONK | 104K | $8.84M |
 | ANET | 86K | $10.56M |
 | LRCX | 78K | $16.68M |
 | CIEN | 56K | $21.64M |
 | CELH | 53K | $1.90M |
 | LITE | 52K | $36.56M |
 | COHR | 38K | $8.96M |
 | VRT | 27K | $6.74M |
 | AVAV | 21K | $3.83M |
 | TKO | 20K | $4.08M |
 | ISRG | 18K | $8.16M |
 | SITM | 10K | $3.38M |
 | GOOG | 9K | $2.54M |
 | BE | 8K | $1.10M |
 | GEV | 5K | $4.36M |
 | AXON | 180 | $76.44K |
NVIDIA Corporation
NVDA
Shares Held
1.17M
Value
$204.22M
Broadcom Inc.
AVGO
Shares Held
173K
Value
$53.66M
Robinhood Markets, Inc.
HOOD
Shares Held
136K
Value
$9.39M
Formula One Group
FWONK
Shares Held
104K
Value
$8.84M
Arista Networks, Inc.
ANET
Shares Held
86K
Value
$10.56M
Lam Research Corporation
LRCX
Shares Held
78K
Value
$16.68M
Ciena Corporation
CIEN
Shares Held
56K
Value
$21.64M
Celsius Holdings, Inc.
CELH
Shares Held
53K
Value
$1.90M
Lumentum Holdings Inc.
LITE
Shares Held
52K
Value
$36.56M
Coherent, Inc.
COHR
Shares Held
38K
Value
$8.96M
Vertiv Holdings Co
VRT
Shares Held
27K
Value
$6.74M
AeroVironment, Inc.
AVAV
Shares Held
21K
Value
$3.83M
TKO Group Holdings, Inc.
TKO
Shares Held
20K
Value
$4.08M
Intuitive Surgical, Inc.
ISRG
Shares Held
18K
Value
$8.16M
SiTime Corporation
SITM
Shares Held
10K
Value
$3.38M
Alphabet Inc.
GOOG
Shares Held
9K
Value
$2.54M
Bloom Energy Corporation
BE
Shares Held
8K
Value
$1.10M
GE Vernova Inc.
GEV
Shares Held
5K
Value
$4.36M
Axon Enterprise, Inc.
AXON
Shares Held
180
Value
$76.44K