13F HOLDINGS REPORT
M & L Capital Management Ltd
Quarter ended Q2 2025 · Filed July 7, 2025 · Accession 0001927627-25-000006
Total Value
$444.1M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 1,170,700 | $185.0M | 41.65% |
| 2 | MICROSOFT CORP | MSFT | 150,200 | $74.7M | 16.82% |
| 3 | BROADCOM INC | AVGO | 131,500 | $36.2M | 8.16% |
| 4 | ARISTA NETWORKS INC | ANET | 240,800 | $24.6M | 5.55% |
| 5 | ADVANCED MICRO DEVICES INC | AMD | 161,000 | $22.8M | 5.14% |
| 6 | SYNOPSYS INC | SNPS | 44,550 | $22.8M | 5.14% |
| 7 | ROBINHOOD MKTS INC | 770700102 | 129,500 | $12.1M | 2.73% |
| 8 | CADENCE DESIGN SYSTEM INC | CDNS | 38,500 | $11.9M | 2.67% |
| 9 | MICRON TECHNOLOGY INC | MU | 88,500 | $10.9M | 2.46% |
| 10 | DELL TECHNOLOGIES INC | DELL | 86,800 | $10.6M | 2.40% |
| 11 | INTUITIVE SURGICAL INC C | ISRG | 17,750 | $9.6M | 2.17% |
| 12 | LIBERTY MEDIA CORP DEL | FWONB | 88,665 | $9.3M | 2.09% |
| 13 | WORKDAY INC | WDAY | 17,705 | $4.2M | 0.96% |
| 14 | SALESFORCE INC | CRM | 11,000 | $3.0M | 0.68% |
| 15 | AEROVIRONMENT INC | AVAV | 6,200 | $1.8M | 0.40% |
| 16 | CELSIUS HLDGS INC | CELH | 30,000 | $1.4M | 0.31% |
| 17 | META PLATFORMS INC | META | 1,140 | $841,423 | 0.19% |
| 18 | ALPHABET INC | GOOG | 3,850 | $682,951 | 0.15% |
| 19 | SPDR S&P 500 ETF TR | SPY | 1,713 | $417,972 | 0.09% |
| 20 | MICROSOFT CORP | MSFT | 235 | $262,025 | 0.06% |
| 21 | GRINDR INC | GRND | 11,450 | $259,915 | 0.06% |
| 22 | DRAFTKINGS INC NEW | DKNG | 6,000 | $257,340 | 0.06% |
| 23 | MOTOROLA SOLUTIONS INC | MSI | 275 | $115,626 | 0.03% |
| 24 | ISHARES INC | 46434G952 | 1,900 | $87,400 | 0.02% |
| 25 | INTUIT | INTU | 40 | $34,000 | 0.01% |