13F HOLDINGS REPORT
M & L Capital Management Ltd
Quarter ended Q4 2024 · Filed February 10, 2025 · Accession 0001927627-25-000002
Total Value
$410.6M
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 1,170,700 | $157.2M | 38.29% |
| 2 | MICROSOFT CORP | MSFT | 150,200 | $63.3M | 15.42% |
| 3 | ARISTA NETWORKS INC | ANET | 322,000 | $35.6M | 8.67% |
| 4 | BROADCOM INC | AVGO | 131,500 | $30.5M | 7.43% |
| 5 | ADVANCED MICRO DEVICES INC | AMD | 200,000 | $24.2M | 5.88% |
| 6 | SYNOPSYS INC | SNPS | 44,550 | $21.6M | 5.27% |
| 7 | ALPHABET INC | GOOG | 104,200 | $19.8M | 4.83% |
| 8 | MICRON TECHNOLOGY INC | MU | 151,800 | $12.8M | 3.11% |
| 9 | CADENCE DESIGN SYSTEM INC | CDNS | 38,500 | $11.6M | 2.82% |
| 10 | INTUITIVE SURGICAL INC C | ISRG | 17,700 | $9.2M | 2.25% |
| 11 | ISHARES TR | 46436E718 | 74,700 | $7.5M | 1.83% |
| 12 | DELL TECHNOLOGIES INC | DELL | 51,800 | $6.0M | 1.45% |
| 13 | MOTOROLA SOLUTIONS INC | MSI | 10,425 | $4.8M | 1.17% |
| 14 | LIBERTY MEDIA CORP DEL | FWONB | 37,850 | $3.5M | 0.85% |
| 15 | APPLIED MATLS INC | 038222105 | 6,800 | $1.1M | 0.27% |
| 16 | NIKE INC | NKE | 2,380 | $535,500 | 0.13% |
| 17 | ANALOG DEVICES INC | ADI | 1,000 | $500,000 | 0.12% |
| 18 | ON SEMICONDUCTOR CORP | ON | 700 | $262,500 | 0.06% |
| 19 | WESTERN DIGITAL CORP | WDC | 3,700 | $220,631 | 0.05% |
| 20 | TEXAS INSTRS INC | 882508954 | 260 | $200,450 | 0.05% |
| 21 | INTERNATIONAL BUSINESS MACHS | INTR | 220 | $48,363 | 0.01% |
| 22 | ANALOG DEVICES INC | ADI | 597 | $44,775 | 0.01% |
| 23 | ANALOG DEVICES INC | ADI | 80 | $44,000 | 0.01% |
| 24 | ANALOG DEVICES INC | ADI | 230 | $17,250 | 0.00% |