M & L Capital Management LTD Portfolio Holdings by Sector

M & L Capital Management LTD

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology NVDA AVGO AMD MU 4 stocks	$255 Million 62.32% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT SNPS HOOD 3 stocks	$110 Million 26.81% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology CDNS WDAY CRM 3 stocks	$19.1 Million 4.67% of portfolio	2	-	1	-	0 Calls 0 Puts
Computer Hardware \| Technology DELL 1 stocks	$10.6 Million 2.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$9.65 Million 2.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials AVAV 1 stocks	$1.77 Million 0.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG 2 stocks	$1.52 Million 0.37% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive CELH 1 stocks	$1.39 Million 0.34% of portfolio	1	-	1	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$257,340 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Communication Equipment \| Technology MSI 1 stocks	$115,626 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts

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