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CIK: 0001927627
Total reported value
$369.8M
$369.8M
19 檔
90.0%
According to the latest 13F quarterly dataset, M & L Capital Management Ltd managed an equity portfolio of $369.8M at the end of Q1 2026, spanning 19 distinct U.S. exchange-listed positions.
M & L Capital Management Ltd executed strategic sector rebalancing during Q1 2026, establishing 5 new positions while fully exiting 11 holdings and trimming 0 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 50.22% | -50.22% | EXIT | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 13.20% | +4.76% | +31.79% | |
| 3 | LITE | Lumentum Holdings Inc | Stock-Tech | 8.99% | +3.08% | +32.90% | |
| 4 | CIEN | Ciena CORP | Stock-Tech | 5.32% | +3.03% | +53.74% | |
| 5 | LRCX | Lam Research CORP | Stock-Tech | 4.10% | -4.10% | EXIT | |
| 6 | ANET | Arista Networks Inc | Stock-Tech | 2.60% | +1.35% | — | |
| 7 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 2.31% | -1.79% | — | |
| 8 | COHR | Coherent CORP | Stock-Tech | 2.20% | +2.39% | +73.27% | |
| 9 | FWONK | Liberty Media Corp-formula-c | Stock-Comm Services | 2.17% | -2.17% | EXIT | |
| 10 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.01% | -2.01% | EXIT | |
| 11 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.66% | +1.70% | +82.99% | |
| 12 | GEV | GE Vernova Inc | Stock-Industrials | 1.07% | -1.07% | EXIT | |
| 13 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 1.00% | -1.00% | EXIT | |
| 14 | AVAV | Aerovironment Inc | Stock-Industrials | 0.94% | -0.94% | EXIT | |
| 15 | SITM | Sitime CORP | Stock-Tech | 0.83% | -0.83% | EXIT | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.63% | +2.90% | +130.13% | |
| 17 | CELH | Celsius Holdings Inc | Stock-Consumer Staples | 0.47% | -0.47% | EXIT | |
| 18 | BE | Bloom Energy Corp- A | Stock-Industrials | 0.27% | +0.39% | — | |
| 19 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.02% | -0.02% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LITE | Lumentum Holdings Inc | +6% | +32.90% | Add |
| 2 | NVDA | Nvidia CORP | +4.7% | — | Unchanged |
| 3 | AVGO | Broadcom Inc | +3.7% | +31.79% | Add |
| 4 | CIEN | Ciena CORP | +3.6% | +53.74% | Add |
| 5 | COHR | Coherent CORP | +1.4% | +73.27% | Add |
| 6 | VRT | Vertiv Holdings Co-a | +1.2% | +82.99% | Add |
| 7 | AVAV | Aerovironment Inc | +0.5% | +122.34% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.4% | +130.13% | Add |
| 9 | TKO | Tko Group Holdings Inc | +0.4% | +42.11% | Add |
| 10 | ANET | Arista Networks Inc | +0.3% | — | Unchanged |
| 11 | FWONK | Liberty Media Corp-formula-c | 0% | — | Unchanged |
| 12 | CELH | Celsius Holdings Inc | 0% | — | Unchanged |
| 13 | ISRG | Intuitive Surgical Inc | -0.1% | — | Unchanged |
| 14 | HOOD | Robinhood Markets Inc - A | -0.9% | — | Unchanged |
| 15 | MSFT | Microsoft CORP | — | EXIT | Sold out |
| 16 | SNPS | Synopsys Inc | — | EXIT | Sold out |
| 17 | LRCX | Lam Research CORP | — | NEW | New buy |
| 18 | ROBO | Robo Global Robotics And Aut | — | EXIT | Sold out |
| 19 | DELL | Dell Technologies -c | — | EXIT | Sold out |
| 20 | AMD | Advanced Micro Devices | — | EXIT | Sold out |
| 21 | GEV | GE Vernova Inc | — | NEW | New buy |
| 22 | KRMN | Karman Holdings Inc | — | EXIT | Sold out |
| 23 | SITM | Sitime CORP | — | NEW | New buy |
| 24 | PODD | Insulet CORP | — | EXIT | Sold out |
| 25 | XOVR | Ershares Private-public Cros | — | EXIT | Sold out |
| 26 | BE | Bloom Energy Corp- A | — | NEW | New buy |
| 27 | ICLN | Ishares Global Clean Energy | — | EXIT | Sold out |
| 28 | ARKX | Ark Space & Defense Innovati | — | EXIT | Sold out |
| 29 | GRND | Grindr Inc | — | EXIT | Sold out |
| 30 | AXON | Axon Enterprise Inc | — | NEW | New buy |
According to official SEC Form 13F filings, M & L Capital Management Ltd reported a total U.S. public equity portfolio value of $369.8M across 19 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AVGO, LITE) accounted for 90.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
LRCX
市值: $16.7M
Top Position Liquidated / Trimmed
MSFT
前期市值: $72.6M
During Q1 2026, M & L Capital Management Ltd's top holdings by market value included NVDA (50.2%)、AVGO (13.2%)、LITE (9.0%). The largest single position, NVDA, represented 50.2% of total portfolio value.
In Q1 2026, M & L Capital Management Ltd made 24 total portfolio adjustments, initiating 5 new buys, adding to 8 positions, trimming 0 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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