M & L CAPITAL MANAGEMENT LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 1.17M | $218.42M |
 | ANET | 241K | $35.09M |
 | AMD | 161K | $26.05M |
 | MSFT | 150K | $77.80M |
 | HOOD | 136K | $19.40M |
 | AVGO | 132K | $43.38M |
 | FWONK | 89K | $9.26M |
 | DELL | 88K | $12.52M |
 | S | 76K | $1.34M |
 | SNPS | 45K | $21.98M |
 | CELH | 38K | $2.17M |
 | KVYO | 26K | $711.63K |
 | ISRG | 18K | $7.92M |
 | WDAY | 18K | $4.24M |
 | KRMN | 15K | $1.07M |
 | CRM | 11K | $2.61M |
 | GRND | 10K | $156.21K |
 | AVAV | 9K | $2.83M |
 | CIEN | 5K | $713.78K |
 | GOOG | 4K | $937.67K |
NVIDIA Corporation
NVDA
Shares Held
1.17M
Value
$218.42M
Arista Networks, Inc.
ANET
Shares Held
241K
Value
$35.09M
Advanced Micro Devices, Inc.
AMD
Shares Held
161K
Value
$26.05M
Microsoft Corporation
MSFT
Shares Held
150K
Value
$77.80M
Robinhood Markets, Inc.
HOOD
Shares Held
136K
Value
$19.40M
Broadcom Inc.
AVGO
Shares Held
132K
Value
$43.38M
Formula One Group
FWONK
Shares Held
89K
Value
$9.26M
Dell Technologies Inc.
DELL
Shares Held
88K
Value
$12.52M
SentinelOne, Inc.
S
Shares Held
76K
Value
$1.34M
Synopsys, Inc.
SNPS
Shares Held
45K
Value
$21.98M
Celsius Holdings, Inc.
CELH
Shares Held
38K
Value
$2.17M
Klaviyo, Inc.
KVYO
Shares Held
26K
Value
$711.63K
Intuitive Surgical, Inc.
ISRG
Shares Held
18K
Value
$7.92M
Workday, Inc.
WDAY
Shares Held
18K
Value
$4.24M
Karman Holdings Inc.
KRMN
Shares Held
15K
Value
$1.07M
Salesforce, Inc.
CRM
Shares Held
11K
Value
$2.61M
Grindr Inc.
GRND
Shares Held
10K
Value
$156.21K
AeroVironment, Inc.
AVAV
Shares Held
9K
Value
$2.83M
Ciena Corporation
CIEN
Shares Held
5K
Value
$713.78K
Alphabet Inc.
GOOG
Shares Held
4K
Value
$937.67K