M & L Capital Management Ltd

Fundamental concentrated ★Signal technology specialist (83%) CIK 1927627
League rank
#416
in Fundamental concentrated · #1122 overall
Long book
$406.7M
Q1 2026
Positions
19
Top-10 weight
93%
concentration
Last quarter
+16.5%
SPY +14.8%
Turnover
53%
of book per quarter

Strategy in plain words

auto-generated from filings

M & L Capital Management Ltd is a concentrated fundamental stock-picker, specialised in technology (83% of the long book), running a $406.7M US long book across 19 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: NVIDIA CORP, BROADCOM INC, LUMENTUM HOLDINGS INC, CIENA CORP, LAM RESEARCH CORP.

Over the last 6 quarters its long book ran on average 3pp per quarter ahead of the S&P 500, beating the index in 3 of 6 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q4 2024
-16.9%
Q1 2025
+36.7%
Q2 2025
+15.6%
Q3 2025
-0.6%
Q4 2025
-5.5%
Q1 2026
+16.5%

Sector allocation

Technology
83%
Industrials
6%
Financials
2%
Other
2%
Communications
2%
Healthcare
2%
Services media
1%
Consumer staples
0%

Long book by quarter

$409.2M
Q4 2024
$334.0M
Q1 2025
$443.3M
Q2 2025
$501.4M
Q3 2025
$479.6M
Q4 2025
$406.7M
Q1 2026

What does M & own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
NVDA NVIDIA CORPTechnology1.2M$204.2M50.2%Held
AVGO BROADCOM INCTechnology173.3K$53.7M13.2%+31.8%
LITE LUMENTUM HOLDINGS INCTechnology52.0K$36.6M9.0%+32.9%
CIEN CIENA CORPTechnology55.7K$21.6M5.3%+53.7%
LRCX LAM RESEARCH CORPIndustrials78.0K$16.7M4.1%New
ANET ARISTA NETWORKS INCTechnology86.0K$10.6M2.6%Held
HOOD ROBINHOOD MARKETS INC - AFinancials135.5K$9.4M2.3%Held
COHR COHERENT CORPOther37.6K$9.0M2.2%+73.3%
FWONK LIBERTY MEDIA CORP-FORMULA-CCommunications104.0K$8.8M2.2%Held
ISRG INTUITIVE SURGICAL INCHealthcare17.7K$8.2M2.0%Held
VRT VERTIV HOLDINGS CO-ATechnology26.9K$6.7M1.7%+83.0%
GEV GE VERNOVA INCIndustrials5.0K$4.4M1.1%New
TKO TKO GROUP HOLDINGS INCServices media20.3K$4.1M1.0%+42.1%
AVAV AEROVIRONMENT INCIndustrials20.9K$3.8M0.9%+122.3%
SITM SITIME CORPTechnology9.8K$3.4M0.8%New
GOOG ALPHABET INC-CL CTechnology8.9K$2.5M0.6%+130.1%
CELH CELSIUS HOLDINGS INCConsumer staples53.4K$1.9M0.5%Held
BE BLOOM ENERGY CORP- AIndustrials8.1K$1.1M0.3%New
AXON AXON ENTERPRISE INCIndustrials180$76K0.0%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 10, 202619$406.7M canonicalSEC ↗
Q4 202513F-HRJan 12, 202625$479.6M canonicalSEC ↗
Q3 202513F-HROct 14, 202525$501.7M canonicalSEC ↗
Q2 202513F-HRJul 7, 202525$444.1M canonicalSEC ↗
Q1 202513F-HRApr 7, 202521$334.0M canonicalSEC ↗
Q4 202413F-HRFeb 10, 202524$410.6M canonicalSEC ↗