HoldingsChannel.com
KCL Capital L.P. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
BROADCOM INC 115,000 +102,500 $33,104
     AVGO115,000+102,500$33,104
FLEX LTD 2,500,000 +2,500,000 $23,925
     FLEX2,500,000+2,500,000$23,925
NETFLIX INC 65,000 +30,000 $23,876
     NFLX65,000+30,000$23,876
ZYNGA INC 3,750,000 +2,300,000 $22,988
     ZNGA3,750,000+2,300,000$22,988
WESTERN DIGITAL CORP      $21,398
     WDC300,000-400,000$14,265
     Call150,000-350,000$7,133
FACEBOOK INC 100,000 -50,000 $19,300
     FB100,000-50,000$19,300
SNAP INC 1,250,000 +150,000 $17,875
     SNAP1,250,000+150,000$17,875
SPOTIFY TECHNOLOGY S A 115,000 +115,000 $16,815
     SPOT115,000+115,000$16,815
STMICROELECTRONICS N V 950,000 -300,000 $16,739
     STM950,000-300,000$16,739
ADVANCED MICRO DEVICES INC 525,000 -125,000 $15,944
     AMD525,000-125,000$15,944
TWITTER INC 400,000 +125,000 $13,960
     TWTR400,000+125,000$13,960
ADOBE INC 40,000 +40,000 $11,786
     ADBE40,000+40,000$11,786
SKYWORKS SOLUTIONS INC 150,000 -15,000 $11,591
     SWKS150,000-15,000$11,591
AMAZON COM INC 5,500 -500 $10,415
     AMZN5,500-500$10,415
LATTICE SEMICONDUCTOR CORP 700,000 -199,599 $10,213
     LSCC700,000-199,599$10,213
MARVELL TECHNOLOGY GROUP LTD 400,000 -450,000 $9,548
     MRVL400,000-450,000$9,548
APPLIED MATLS INC 200,000 -150,000 $8,982
     AMAT200,000-150,000$8,982
SLACK TECHNOLOGIES INC 215,000 +215,000 $8,063
     WORK215,000+215,000$8,063
DISNEY WALT CO 50,000 +40,000 $6,982
     DIS50,000+40,000$6,982
AUTODESK INC 41,439 +26,439 $6,750
     ADSK41,439+26,439$6,750
MERCADOLIBRE INC 11,000 +11,000 $6,729
     MELI11,000+11,000$6,729
CHEGG INC 150,000 +75,000 $5,789
     CHGG150,000+75,000$5,789
MATCH GROUP INC 80,000 +80,000 $5,382
     MTCH80,000+80,000$5,382
NVIDIA CORP 25,000 +25,000 $4,106
     NVDA25,000+25,000$4,106
MICROSOFT CORP 25,000 +25,000 $3,349
     MSFT25,000+25,000$3,349
WORLD WRESTLING ENTMT INC 45,000 -220,000 $3,249
     WWE45,000-220,000$3,249
BOOKING HLDGS INC 1,000 +1,000 $1,875
     BKNG1,000+1,000$1,875
CHEWY INC 20,000 +20,000 $700
     CHWY20,000+20,000$700
CROWDSTRIKE HLDGS INC 10,000 +10,000 $683
     CRWD10,000+10,000$683
ELASTIC N V 7,500 -5,000 $560
     ESTC7,500-5,000$560
ADAPTIVE BIOTECHNOLOGIES COR 8,500 +8,500 $411
     ADPT8,500+8,500$411
ZOOM VIDEO COMMUNICATIONS IN 4,000 +4,000 $355
     ZM4,000+4,000$355
STOKE THERAPEUTICS INC 10,000 +10,000 $292
     STOK10,000+10,000$292
SMARTSHEET INC 5,600 +5,600 $271
     SMAR5,600+5,600$271
PAGERDUTY INC 5,000 +5,000 $235
     PD5,000+5,000$235
UBER TECHNOLOGIES INC 5,000 +5,000 $232
     UBER5,000+5,000$232
CHANGE HEALTHCARE INC 15,000 +15,000 $219
     CHNG15,000+15,000$219
TRADEWEB MKTS INC 5,000 +5,000 $219
     TW5,000+5,000$219
HEADHUNTER GROUP PLC 10,000 +10,000 $163
     HHR10,000+10,000$163
CAMBIUM NETWORKS CORP 15,000 +15,000 $144
     CMBM15,000+15,000$144
AXCELLA HEALTH INC 10,000 +10,000 $93
     AXLA10,000+10,000$93

See Full List: All Stocks Held By KCL Capital L.P.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By KCL Capital L.P.

Size ($ in 1000's)
At 06/30/2019: $1,077,810
At 03/31/2019: $372,479

KCL Capital L.P. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from KCL Capital L.P. 13F filings. Link to 13F filings: SEC filings

KCL Capital L.P. Top Holdings 13F Filings | www.HoldingsChannel.com

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