KCL CAPITAL, L.P.
Latest 13F filing data - Q2 2023
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | INTC | 750K | $25.08M |
 | MU | 700K | $44.18M |
 | ON | 400K | $37.83M |
 | AMZN | 400K | $52.14M |
 | FROG | 300K | $8.31M |
 | TSM | 300K | $30.28M |
 | TENB | 300K | $13.06M |
 | META | 200K | $57.40M |
 | OKTA | 200K | $13.87M |
 | MTCH | 150K | $6.28M |
 | NVDA | 150K | $63.45M |
 | APP | 75K | $1.93M |
 | MSFT | 70K | $23.84M |
 | ADBE | 50K | $24.45M |
 | NOW | 35K | $19.67M |
 | NFLX | 33K | $14.32M |
 | HUBS | 30K | $15.96M |
Intel Corporation
INTC
Shares Held
750K
Value
$25.08M
Micron Technology, Inc.
MU
Shares Held
700K
Value
$44.18M
ON Semiconductor Corporation
ON
Shares Held
400K
Value
$37.83M
Amazon.com, Inc.
AMZN
Shares Held
400K
Value
$52.14M
JFrog Ltd.
FROG
Shares Held
300K
Value
$8.31M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
300K
Value
$30.28M
Tenable Holdings, Inc.
TENB
Shares Held
300K
Value
$13.06M
Meta Platforms, Inc.
META
Shares Held
200K
Value
$57.40M
Okta, Inc.
OKTA
Shares Held
200K
Value
$13.87M
Match Group, Inc.
MTCH
Shares Held
150K
Value
$6.28M
NVIDIA Corporation
NVDA
Shares Held
150K
Value
$63.45M
AppLovin Corporation
APP
Shares Held
75K
Value
$1.93M
Microsoft Corporation
MSFT
Shares Held
70K
Value
$23.84M
Adobe Inc.
ADBE
Shares Held
50K
Value
$24.45M
ServiceNow, Inc.
NOW
Shares Held
35K
Value
$19.67M
Netflix, Inc.
NFLX
Shares Held
33K
Value
$14.32M
HubSpot, Inc.
HUBS
Shares Held
30K
Value
$15.96M