account_balance
Investment manager · 13F filer · SEC CIK 1927627
M & L Capital Management Ltd
Reported value$482Mas of Sep 30, 2026
Positions24 11 new, 4 sold out
Top 10 weight73.8%MU alone is 12%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MUMicron Technology Inc
12.0%Added +30%
TSMTaiwan Semiconductor Manufacturing Co Ltd
8.7%New
AMDAdvanced Micro Devices Inc
7.4%Added +3332%
CIENCiena Corp
7.3%Added +60%
COHRCoherent Corp.
7.3%Added +185%
MRVLMarvell Technology, Inc.
6.9%Added +6%
SMHVaneck ETF Trust
6.9%Trimmed −8%
AMZNAmazon.com Inc
5.9%New
LITELumentum Holdings Inc.
5.8%Trimmed −45%
VRTVertiv Holdings Co
5.6%Added +203%
NVDANVIDIA Corp
5.6%New
ARMArm Holdings PLC
5.6%New
MUMicron Technology Inc
12.0%Added +30%
TSMTaiwan Semiconductor Manufacturing Co Ltd
8.7%
AMDAdvanced Micro Devices Inc
7.4%
CIENCiena Corp
7.3%+60%
COHRCoherent Corp.
7.3%+185%
MRVLMarvell Technology, Inc.
6.9%+6%
SMHVaneck ETF Trust
6.9%
AMZNAmazon.com Inc
5.9%
LITELumentum Holdings Inc.
5.8%
VRTVertiv Holdings Co
5.6%
NVDANVIDIA Corp
5.6%
ARMArm Holdings PLC
5.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MU Micron Technology Inc 12.0% Added +30%TSM Taiwan Semiconductor Manufacturing Co Ltd 8.7% NewAMD Advanced Micro Devices Inc 7.4% Added +3332%CIEN Ciena Corp 7.3% Added +60%COHR Coherent Corp. 7.3% Added +185%MRVL Marvell Technology, Inc. 6.9% Added +6%
SMH Vaneck ETF Trust 6.9% Trimmed −8%
AMZN Amazon.com Inc 5.9% NewLITE Lumentum Holdings Inc. 5.8% Trimmed −45%VRT Vertiv Holdings Co 5.6% Added +203%NVDA NVIDIA Corp 5.6% NewARM Arm Holdings PLC 5.6% NewWhat changed
Biggest moves since Jun 30, 2026
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