Stock Taper 
KCL CAPITAL, L.P.
Latest 13F filing data - Q2 2023
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Intel Corp. | INTC | 750K | $25.08M |
 Micron Technology, Inc. | MU | 700K | $44.18M |
 ON Semiconductor Corporation | ON | 400K | $37.83M |
 Amazon.com, Inc. | AMZN | 400K | $52.14M |
 JFrog Ltd. | FROG | 300K | $8.31M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 300K | $30.28M |
 Tenable Holdings, Inc. | TENB | 300K | $13.06M |
 Meta Platforms, Inc. | META | 200K | $57.4M |
 Okta, Inc. | OKTA | 200K | $13.87M |
 Match Group, Inc. | MTCH | 150K | $6.28M |
 NVIDIA Corporation | NVDA | 150K | $63.45M |
 AppLovin Corporation | APP | 75K | $1.93M |
 Microsoft Corporation | MSFT | 70K | $23.84M |
 Adobe Inc. | ADBE | 50K | $24.45M |
 ServiceNow, Inc. | NOW | 35K | $19.67M |
 Netflix, Inc. | NFLX | 32.5K | $14.32M |
 HubSpot, Inc. | HUBS | 30K | $15.96M |