Stock Taper 
M & L CAPITAL MANAGEMENT LTD
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Broadcom Inc. | AVGO | 175.8K | $66.41M |
 Marvell Technology, Inc. | MRVL | 119.5K | $35.6M |
 Arista Networks, Inc. | ANET | 86K | $14.61M |
 Ciena Corporation | CIEN | 62.93K | $30.87M |
 Lumentum Holdings Inc. | LITE | 52.03K | $44.64M |
 Astera Labs, Inc. Common Stock | ALAB | 46.2K | $22.32M |
 Coherent, Inc. | COHR | 43K | $16.96M |
 Micron Technology, Inc. | MU | 41.76K | $48.21M |
 Credo Technology Group Holding Ltd | CRDO | 41.1K | $11.18M |
 Amkor Technology, Inc. | AMKR | 41K | $3.54M |
 Vertiv Holdings Co | VRT | 37.1K | $12.42M |
 Alphabet Inc. | GOOG | 36.98K | $13.07M |
 Space Exploration Technologies Corp. | SPCX | 34.5K | $5.89M |
 Robinhood Markets, Inc. | HOOD | 19K | $1.91M |
 Bloom Energy Corporation | BE | 8.1K | $2.45M |
 Advanced Micro Devices, Inc. | AMD | 1.7K | $987.55K |