M & L Capital Management Ltd
LONDON X0 · SEC CIK 0001927627
$3.70亿2026Q2 申报市值
17持仓数
89.6%前十大占比 · 第一大 18.0%
7 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MU 新建仓+$4,820.66万
SMH 新建仓+$3,876.31万
MRVL 新建仓+$3,559.79万
ALAB 新建仓+$2,231.55万
CRDO 新建仓+$1,117.71万
2026Q2 卖出最多 按季末市值估算
NVDA 清仓-$2.04亿
LRCX 清仓-$1,667.62万
AMD 重新持有-$1,399.99万
HOOD 减仓-$1,168.26万
FWONK 清仓-$883.91万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $6,640.85万 | 17.96% | 175,800 | 2,500 | 1.4% | $94.44万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $4,820.66万 | 13.04% | 41,763 | 41,763 | — | $4,820.66万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $4,464.49万 | 12.07% | 52,030 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $3,876.31万 | 10.48% | 59,100 | 59,100 | — | $3,876.31万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $3,559.79万 | 9.63% | 119,500 | 119,500 | — | $3,559.79万 | 新建仓 |
| CIEN | CIENA CORP | $3,087.09万 | 8.35% | 62,930 | 7,200 | 12.9% | $353.20万 | 加仓 |
| ALAB | ASTERA LABS INC | $2,231.55万 | 6.03% | 46,200 | 46,200 | — | $2,231.55万 | 新建仓 |
| COHR | COHERENT CORP | $1,696.22万 | 4.59% | 43,000 | 5,400 | 14.4% | $213.01万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1,460.97万 | 3.95% | 86,000 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $1,306.61万 | 3.53% | 36,980 | 28,120 | 317.4% | $993.56万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $1,242.18万 | 3.36% | 37,100 | 10,200 | 37.9% | $341.52万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $1,117.71万 | 3.02% | 41,100 | 41,100 | — | $1,117.71万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $589.47万 | 1.59% | 34,500 | 34,500 | — | $589.47万 | 新建仓 |
| AMKR | AMKOR TECHNOLOGY INC | $353.54万 | 0.96% | 41,000 | 41,000 | — | $353.54万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $245.19万 | 0.66% | 8,100 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $190.53万 | 0.52% | 19,000 | -116,500 | -86.0% | -$1,168.26万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $98.75万 | 0.27% | 1,700 | -24,100 | -93.4% | -$1,399.99万 | 重新持有 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -1,170,700 | -100.0% | -$2.04亿 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | -78,050 | -100.0% | -$1,667.62万 | 清仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -103,965 | -100.0% | -$883.91万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -17,700 | -100.0% | -$815.95万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$436.45万 | 清仓 |
| TKO | TKO GROUP HLDGS INC | $0 | 0.00% | 0 | -20,250 | -100.0% | -$408.34万 | 清仓 |
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | -20,900 | -100.0% | -$382.57万 | 清仓 |
| SITM | SITIME CORP | $0 | 0.00% | 0 | -9,800 | -100.0% | -$338.44万 | 清仓 |
| CELH | CELSIUS HLDGS INC | $0 | 0.00% | 0 | -53,400 | -100.0% | -$189.57万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -180 | -100.0% | -$7.64万 | 清仓 |