StockDriftsStockDriftsTop 19 M & L Capital Management Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 50.22% | 1.17M | $204.2M | +0.00%(+0) | $127.86(+53.68%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 13.2% | 173.3K | $53.7M | +31.79%(+41.80K) | $232.47(+83.83%) | 2026-03-31 | |
| LITE | LUMENTUM HLDGS INC | 8.99% | 52.0K | $36.6M | +32.90%(+12.88K) | $332.49(+199.12%) | 2026-03-31 | |
| CIEN | CIENA CORP | 5.32% | 55.7K | $21.6M | +53.74%(+19.48K) | $225.46(+141.62%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 4.1% | 78.0K | $16.7M | new | $192.42(+43.33%) | 2026-03-31 | |
| ANET | ARISTA NETWORKS INC | 2.6% | 86.0K | $10.6M | +0.00%(+0) | $103.24(+64.87%) | 2026-03-31 | |
| HOOD | ROBINHOOD MARKETS INC | 2.31% | 135.5K | $9.4M | +0.00%(+0) | $70.02(+10.02%) | 2026-03-31 | |
| COHR | COHERENT CORP | 2.2% | 37.6K | $9.0M | +73.27%(+15.90K) | $173.74(+93.24%) | 2026-03-31 | |
| FWONK | LIBERTY MEDIA CORP DEL | 2.17% | 104.0K | $8.8M | +0.00%(+0) | $90.86(-3.81%) | 2026-03-31 | |
| ISRG | INTUITIVE SURGICAL INC | 2.01% | 17.7K | $8.2M | +0.00%(+0) | $506.65(-10.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +24.01% | +90.73% |
| Top 20 Holdings Unweighted | +18.83% | +67.77% |
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