HoldingsChannel.com
KCL Capital L.P. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
MICRON TECHNOLOGY INC      $33,648
     Call500,000+500,000$21,030
     MU300,000-250,000$12,618
AMAZON COM INC 14,500 +14,500 $28,271
     AMZN14,500+14,500$28,271
ELECTRONIC ARTS INC 185,000 +110,000 $18,531
     EA185,000+110,000$18,531
ACTIVISION BLIZZARD INC 300,000 +300,000 $17,844
     ATVI300,000+300,000$17,844
ADVANCED MICRO DEVICES INC 380,000 -195,000 $17,282
     AMD380,000-195,000$17,282
NVIDIA CORP 65,000 +45,000 $17,134
     NVDA65,000+45,000$17,134
MARVELL TECHNOLOGY GROUP LTD 600,000 +600,000 $13,578
     MRVL600,000+600,000$13,578
ALTICE USA INC 600,000 +600,000 $13,374
     ATUS600,000+600,000$13,374
CHARTER COMMUNICATIONS INC N 30,000 +30,000 $13,089
     CHTR30,000+30,000$13,089
SNAP INC 900,000 +400,000 $10,701
     SNAP900,000+400,000$10,701
AKAMAI TECHNOLOGIES INC 115,082 +115,082 $10,529
     AKAM115,082+115,082$10,529
KEYSIGHT TECHNOLOGIES INC 115,000 +115,000 $9,623
     KEYS115,000+115,000$9,623
TAKE TWO INTERACTIVE SOFTWAR 80,000 +80,000 $9,489
     TTWO80,000+80,000$9,489
ANALOG DEVICES INC 100,000 +50,000 $8,965
     ADI100,000+50,000$8,965
LATTICE SEMICONDUCTOR CORP 475,000 -825,000 $8,465
     LSCC475,000-825,000$8,465
FLEX LTD 765,000 -735,000 $6,407
     FLEX765,000-735,000$6,407
WESTERN DIGITAL CORP. 65,000 -385,000 $2,705
     WDC65,000-385,000$2,705
OAKTREE ACQUISITION CORP      $1,074
     OAC.U107,500UNCH$1,074
ALTERYX INC 9,628 +9,628 $916
     AYX9,628+9,628$916
ETSY INC 23,240 +23,240 $893
     ETSY23,240+23,240$893
FACEBOOK INC 5,000 -220,000 $834
     FB5,000-220,000$834
FLYING EAGLE ACQUISITION COR      $499
     FEAC.U50,000+50,000$499
CITIC CAPITAL ACQUISITION CO      $310
     CCAC.U31,400+31,400$310
CHURCHILL CAP CORP III      $250
     CCXX.U25,000+25,000$250
SCVX CORP      $249
     SCVX.U25,000+25,000$249
GORES HLDGS IV INC 15,000 +15,000 $151
     GHIVU15,000+15,000$151

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 03/31/2020: $373,686
At 12/31/2019: $621,065

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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