Back to investors
M & L CAPITAL MANAGEMENT LTD
M & L CAPITAL MANAGEMENT LTD
Latest filing: 2026-06-30
M & L CAPITAL MANAGEMENT LTD runs M & L CAPITAL MANAGEMENT LTD and currently holds 17 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $369.82M. Their top holdings are AVGO, MU, LITE, SMH, MRVL. The top five represent 63.2% of reported portfolio weight. M & L CAPITAL MANAGEMENT LTD ranks #736 out of 1000 investors tracked by Alpha Score. In the most recent quarter, M & L CAPITAL MANAGEMENT LTD initiated 6 new positions. They added to 6 existing positions. They trimmed 1 position. Their current best-performing preview position is BE with returns of +123.41%.
Sign in to enable email alerts for this investor.
Showper page
17 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AVGO BROADCOM INC | 17.96% | $252.38 | $368.45 | +45.99% | Added +1.44% |
 MU MICRON TECHNOLOGY INC | 13.04% | $1,154.29 | $966.78 | -16.24% | New Buy |
 LITE LUMENTUM HLDGS INC | 12.07% | $451.31 | $866.71 | +92.04% | Held |
 SMH VANECK ETF TRUST | 10.48% | $655.89 | $560.42 | -14.56% | New Buy |
 MRVL MARVELL TECHNOLOGY INC | 9.63% | $297.89 | $237.04 | -20.43% | New Buy |
 CIEN CIENA CORP | 8.35% | $304.15 | $396.06 | +30.22% | Added +12.92% |
 ALAB ASTERA LABS INC | 6.03% | $483.02 | $284.97 | -41.00% | New Buy |
 COHR COHERENT CORP | 4.59% | $230.76 | $289.26 | +25.35% | Added +14.36% |
 ANET ARISTA NETWORKS INC | 3.95% | $110.53 | $188.67 | +70.70% | Held |
 GOOG ALPHABET INC | 3.53% | $327.37 | $341.75 | +4.39% | Added +317.38% |
Showing 1-10 of 17