M & L Capital Management Ltd 13F Holdings

CIK 0001927627 · LONDON, X0

As of Sep 30, 2025, M & L Capital Management Ltd reported 25 positions worth $501.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology1,170,700$218.4M43.54%
MICROSOFT CORPMSFTTechnology150,200$77.8M15.51%
BROADCOM INCAVGOTechnology131,500$43.4M8.65%
ARISTA NETWORKS INCANETTechnology240,800$35.1M6.99%
ADVANCED MICRO DEVICES INCAMDEquity161,000$26.0M5.19%
SYNOPSYS INCSNPSTechnology44,550$22.0M4.38%
ROBINHOOD MARKETS INC - AHOODEquity135,500 9.4M3.87%
DELL TECHNOLOGIES INCDELLTechnology88,300 2.5M2.50%
ROBO GLOBAL(R) ROBOTICS AND AUTOMATION INDEX ETFROBO—178,560 1.7M2.33%
LIBERTY MEDIA CORPFWONKCommunication Services88,665$9.3M1.85%
INTUITIVE SURGICAL INCISRGHealthcare17,700$7.9M1.58%
WORKDAY INCWDAYTechnology17,600$4.2M0.84%
AEROVIRONMENT INCAVAVIndustrials9,000$2.8M0.56%
SALESFORCE INCCRMTechnology11,000$2.6M0.52%
CELSIUS HOLDINGS INCCELHConsumer Defensive37,800$2.2M0.43%
SENTINELONE INCSTechnology76,000 .3M0.27%
KARMAN HOLDINGS INCKRMNIndustrials14,800 .1M0.21%
ALPHABET INCGOOGEquity3,850$937.7K0.19%
ARK ETF TRARKX—27,100$773.7K0.15%
CIENA CORPCIENTechnology4,900$713.8K0.14%
KLAVIYO INCKVYOTechnology25,700$711.6K0.14%
SPDR S&P 500 ETF TR——1,050$253.1K0.05%
EQUINIX INCEQIXReal Estate315$246.7K0.05%
GRINDR INCGRNDTechnology10,400 56.2K0.03%
MOTOROLA SOLUTIONS INCMSITechnology275 25.8K0.03%