M & L Capital Management Ltd — 13F holdings

M & L Capital Management Ltd reported 17 holdings worth $370M in its 13F filing for Q2 2026, filed July 14, 2026.

Largest positions

1. AVGO BROADCOM INC — $66.4M (18.0%)
2. MU MICRON TECHNOLOGY INC — $48.2M (13.0%)
3. LITE LUMENTUM HLDGS INC — $44.6M (12.1%)
4. SMH VANECK ETF TRUST — $38.8M (10.5%)
5. MRVL MARVELL TECHNOLOGY INC — $35.6M (9.6%)
6. CIEN CIENA CORP — $30.9M (8.3%)
7. ALAB ASTERA LABS INC — $22.3M (6.0%)
8. COHR COHERENT CORP — $17.0M (4.6%)
9. ANET ARISTA NETWORKS INC — $14.6M (4.0%)
10. GOOG ALPHABET INC — $13.1M (3.5%)