0000902664-23-001785.txt : 20230214 0000902664-23-001785.hdr.sgml : 20230214 20230214153013 ACCESSION NUMBER: 0000902664-23-001785 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: KCL Capital, L.P. CENTRAL INDEX KEY: 0001722967 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19365 FILM NUMBER: 23627953 BUSINESS ADDRESS: STREET 1: 600 LEXINGTON AVENUE, 28TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212-901-3400 MAIL ADDRESS: STREET 1: 600 LEXINGTON AVENUE, 28TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001722967 XXXXXXXX 12-31-2022 12-31-2022 false KCL Capital, L.P.
600 Lexington Avenue, 28th Floor New York NY 10022
13F HOLDINGS REPORT 028-19365 000290055 801-111932 N
Charles Murphy Chief Financial Officer 212-901-3404 /s/ Charles Murphy New York NY 02-14-2023 0 29 712933853
INFORMATION TABLE 2 infotable.xml ADVANCED MICRO DEVICES INC COM 007903107 21050250 325000 SH SOLE 325000 0 0 ALLEGRO MICROSYSTEMS INC COM 01749D105 6004000 200000 SH SOLE 200000 0 0 ALVOTECH *W EXP 06/15/202 L01800116 11396 12254 SH SOLE 12254 0 0 AMAZON COM INC COM 023135106 12600000 150000 SH SOLE 150000 0 0 AMBARELLA INC SHS G037AX101 20557500 250000 SH SOLE 250000 0 0 ARCHER AVIATION INC *W EXP 09/16/202 03945R110 7252 27892 SH SOLE 27892 0 0 ARTERIS INC COM 04302A104 215000 50000 SH SOLE 50000 0 0 BOOKING HOLDINGS INC COM 09857L108 6045840 3000 SH SOLE 3000 0 0 DELL TECHNOLOGIES INC CL C 24703L202 15809879 393085 SH SOLE 393085 0 0 HUBSPOT INC COM 443573100 17845393 61721 SH SOLE 61721 0 0 IMPINJ INC COM 453204109 17707686 162188 SH SOLE 162188 0 0 LAM RESEARCH CORP COM 512807108 35725500 85000 SH SOLE 85000 0 0 META PLATFORMS INC CL A 30303M102 48136000 400000 SH SOLE 400000 0 0 MICRON TECHNOLOGY INC COM 595112103 12495000 250000 SH SOLE 250000 0 0 MICROSOFT CORP COM 594918104 53959500 225000 SH SOLE 225000 0 0 MONOLITHIC PWR SYS INC COM 609839105 17680500 50000 SH SOLE 50000 0 0 NETFLIX INC COM 64110L106 42757600 145000 SH SOLE 145000 0 0 NVIDIA CORPORATION COM 67066G104 43842000 300000 SH SOLE 300000 0 0 OKTA INC CL A 679295105 10249500 150000 SH SOLE 150000 0 0 ONFOLIO HOLDINGS INC *W EXP 01/02/202 68277K124 26988 93062 SH SOLE 93062 0 0 PALO ALTO NETWORKS INC COM 697435105 29303400 210000 SH SOLE 210000 0 0 PAYCOM SOFTWARE INC COM 70432V102 26376350 85000 SH SOLE 85000 0 0 SNOWFLAKE INC CL A 833445109 12200900 85000 SH SOLE 85000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 133850500 350000 SH Put SOLE 350000 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 22347000 300000 SH SOLE 300000 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 33842250 325000 SH SOLE 325000 0 0 TENABLE HLDGS INC COM 88025T102 27692169 725876 SH SOLE 725876 0 0 UBER TECHNOLOGIES INC COM 90353T100 11128500 450000 SH SOLE 450000 0 0 WORKDAY INC CL A 98138H101 33466000 200000 SH SOLE 200000 0 0