Instuitional Investor - M & L Capital Management Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	1,170,700	$218,423,352	43.54%
2.	Microsoft Corp	MSFT	150,200	$77,796,090	15.51%
3.	Broadcom Inc.	AVGO	131,500	$43,383,165	8.65%
4.	Arista Networks Inc.	ANET	240,800	$35,086,968	6.99%
5.	Advanced Micro Devices Inc	AMD	161,000	$26,048,190	5.19%