13F HOLDINGS REPORT
M & L Capital Management Ltd
Quarter ended Q1 2025 · Filed April 7, 2025 · Accession 0001927627-25-000004
Total Value
$334.0M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 1,170,700 | $126.9M | 37.99% |
| 2 | MICROSOFT CORP | MSFT | 150,200 | $56.4M | 16.88% |
| 3 | BROADCOM INC | AVGO | 131,500 | $22.0M | 6.59% |
| 4 | ADVANCED MICRO DEVICES INC | AMD | 200,000 | $20.5M | 6.15% |
| 5 | SYNOPSYS INC | SNPS | 44,550 | $19.1M | 5.72% |
| 6 | ARISTA NETWORKS INC | ANET | 240,800 | $18.7M | 5.59% |
| 7 | ALPHABET INC | GOOG | 104,200 | $16.3M | 4.87% |
| 8 | MICRON TECHNOLOGY INC | MU | 151,800 | $13.2M | 3.95% |
| 9 | CADENCE DESIGN SYSTEM INC | CDNS | 38,500 | $9.8M | 2.93% |
| 10 | INTUITIVE SURGICAL INC C | ISRG | 17,700 | $8.8M | 2.62% |
| 11 | ISHARES TR | 46436E718 | 74,700 | $7.5M | 2.25% |
| 12 | LIBERTY MEDIA CORP DEL | FWONB | 82,450 | $7.4M | 2.22% |
| 13 | DELL TECHNOLOGIES INC | DELL | 51,800 | $4.7M | 1.41% |
| 14 | APPLIED MATLS INC | 038222105 | 6,800 | $986,816 | 0.30% |
| 15 | WORKDAY INC | WDAY | 3,300 | $770,649 | 0.23% |
| 16 | META PLATFORMS INC | META | 1,140 | $657,050 | 0.20% |
| 17 | AEROVIRONMENT INC | AVAV | 1,400 | $166,866 | 0.05% |
| 18 | MOTOROLA SOLUTIONS INC | MSI | 275 | $120,398 | 0.04% |
| 19 | ALPHABET INC | GOOG | 45 | $25,155 | 0.01% |
| 20 | SALESFORCE INC | CRM | 10 | $3,340 | 0.00% |
| 21 | META PLATFORMS INC | META | 4 | $2,180 | 0.00% |