0001214659-23-011270.txt : 20230814 0001214659-23-011270.hdr.sgml : 20230814 20230814160020 ACCESSION NUMBER: 0001214659-23-011270 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: One01 Capital, LP CENTRAL INDEX KEY: 0001817181 IRS NUMBER: 821987587 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20955 FILM NUMBER: 231169470 BUSINESS ADDRESS: STREET 1: 1350 BAYSHORE HIGHWAY STREET 2: SUITE 500 CITY: BURLINGAME STATE: CA ZIP: 94010 BUSINESS PHONE: (415) 801-4689 MAIL ADDRESS: STREET 1: 1350 BAYSHORE HIGHWAY STREET 2: SUITE 500 CITY: BURLINGAME STATE: CA ZIP: 94010 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001817181 XXXXXXXX 06-30-2023 06-30-2023 false One01 Capital, LP

1350 BAYSHORE HIGHWAY SUITE 500 BURLINGAME CA 94010

13F HOLDINGS REPORT 028-20955 000290652 801-11934 N Susan Hallgren 415-801-4689 /s/ Susan Hallgren Burlingame CA 08-14-2023 0 19 92467341 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 6774302 56594 SH SOLE 56594 0 0 ANALOG DEVICES INC COM 032654105 3993605 20500 SH SOLE 20500 0 0 APPLIED MATLS INC COM 038222105 1880754 13012 SH SOLE 13012 0 0 BILL HOLDINGS INC COM 090043100 11124120 95200 SH SOLE 95200 0 0 CEMEX SAB DE CV SPON ADR NEW 151290889 2528077 357073 SH SOLE 357073 0 0 FLEX LTD ORD Y2573F102 5724769 207119 SH SOLE 207119 0 0 FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 7170794 64695 SH SOLE 64695 0 0 META PLATFORMS INC CL A 30303M102 6478860 22576 SH SOLE 22576 0 0 MICROSOFT CORP COM 594918104 7559647 22199 SH SOLE 22199 0 0 MOLSON COORS BEVERAGE CO CL B 60871R209 2831120 43000 SH SOLE 43000 0 0 NVIDIA CORPORATION COM 67066G104 1649778 3900 SH SOLE 3900 0 0 PALO ALTO NETWORKS INC COM 697435105 4956894 19400 SH SOLE 19400 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 5098720 22000 SH SOLE 22000 0 0 SERVICENOW INC COM 81762P102 1492030 2655 SH SOLE 2655 0 0 SNOWFLAKE INC CL A 833445109 1407840 8000 SH SOLE 8000 0 0 STMICROELECTRONICS N V NY REGISTRY 861012102 5088232 101785 SH SOLE 101785 0 0 SYNOPSYS INC COM 871607107 6464097 14846 SH SOLE 14846 0 0 ULTA BEAUTY INC COM 90384S303 4000058 8500 SH SOLE 8500 0 0 US FOODS HLDG CORP COM 912008109 6243644 141901 SH SOLE 141901 0 0