Long-term investor
M & L Capital Management LTD @mlcapitalmanagementltd
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001927627).
Record
- Tracked since 2025-06-30 (448 days), 82 trades recorded
- Returns: week n/a · month n/a · 90 days +26.0% · 6 months n/a · 1 year +31.8% · all +31.8%
- Max drawdown n/a · win rate 26% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AVGO · 18.0% · long · since 2025-06-30
- MU · 13.0% · long · since 2025-06-30
- LITE · 12.1% · long · since 2025-12-31
- 92189F676 · 10.5% · long · since 2026-06-30
- MRVL · 9.6% · long · since 2026-06-30
- CIEN · 8.3% · long · since 2025-09-30
- ALAB · 6.0% · long · since 2026-06-30
- COHR · 4.6% · long · since 2025-12-31
- 040413205 · 4.0% · long · since 2025-06-30
- 02079K107 · 3.5% · long · since 2025-06-30
- VRT · 3.4% · long · since 2025-12-31
- CRDO · 3.0% · long · since 2026-06-30