KCL Capital, L.P. Buys Western Digital Corp, Comcast Corp, Facebook Inc, Sells Take-Two Interactive Software Inc, Alphabet Inc, Roku Inc

Investment company KCL Capital, L.P. buys Western Digital Corp, Comcast Corp, Facebook Inc, STMicroelectronics NV, World Wrestling Entertainment Inc, Marvell Technology Group, Advanced Micro Devices Inc, Applied Materials Inc, Skyworks Solutions Inc, Snap Inc, Micron Technology Inc, Xilinx Inc, Twitter Inc, Lattice Semiconductor Corp, CBS Corp, Salesforce.com Inc, Seagate Technology PLC, Netflix Inc, Amazon.com Inc, Zynga Inc, Lyft Inc, Broadcom Inc, Autodesk Inc, T-Mobile US Inc, The Walt Disney Co, Elastic NV, Levi Strauss, Ceridian HCM Holding Inc, Precision BioSciences Inc, Futu Holdings, sells Take-Two Interactive Software Inc, Alphabet Inc, Roku Inc, Match Group Inc, Qualcomm Inc, Booking Holdings Inc, Adobe Inc, Chegg Inc, Activision Blizzard Inc, Altice USA Inc, Anaplan Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, KCL Capital, L.P.. As of 2019Q1, KCL Capital, L.P. owns 35 stocks with a total value of $350 million. These are the details of the buys and sells.

For the details of KCL Capital, L.P.'s stock buys and sells, go to https://www.gurufocus.com/guru/kcl+capital%2C+l.p./current-portfolio/portfolio

These are the top 5 holdings of KCL Capital, L.P.
  1. Western Digital Corp (WDC) - 700,000 shares, 9.61% of the total portfolio. New Position
  2. Facebook Inc (FB) - 150,000 shares, 7.15% of the total portfolio. Shares added by 500.00%
  3. Comcast Corp (CMCSA) - 600,000 shares, 6.86% of the total portfolio. New Position
  4. World Wrestling Entertainment Inc (WWE) - 265,000 shares, 6.57% of the total portfolio. Shares added by 341.67%
  5. STMicroelectronics NV (STM) - 1,250,000 shares, 5.31% of the total portfolio. New Position
New Purchase: Western Digital Corp (WDC)

KCL Capital, L.P. initiated holding in Western Digital Corp. The purchase prices were between $35.65 and $52.61, with an estimated average price of $45.1. The stock is now traded at around $38.41. The impact to a portfolio due to this purchase was 9.61%. The holding were 700,000 shares as of .

New Purchase: Comcast Corp (CMCSA)

KCL Capital, L.P. initiated holding in Comcast Corp. The purchase prices were between $34.05 and $40.47, with an estimated average price of $37.55. The stock is now traded at around $41.22. The impact to a portfolio due to this purchase was 6.86%. The holding were 600,000 shares as of .

New Purchase: STMicroelectronics NV (STM)

KCL Capital, L.P. initiated holding in STMicroelectronics NV. The purchase prices were between $12.07 and $17.17, with an estimated average price of $15.49. The stock is now traded at around $16.68. The impact to a portfolio due to this purchase was 5.31%. The holding were 1,250,000 shares as of .

New Purchase: Marvell Technology Group Ltd (MRVL)

KCL Capital, L.P. initiated holding in Marvell Technology Group Ltd. The purchase prices were between $15.77 and $20.79, with an estimated average price of $18.63. The stock is now traded at around $24.67. The impact to a portfolio due to this purchase was 4.83%. The holding were 850,000 shares as of .

New Purchase: Applied Materials Inc (AMAT)

KCL Capital, L.P. initiated holding in Applied Materials Inc. The purchase prices were between $31.54 and $41.33, with an estimated average price of $37.87. The stock is now traded at around $43.75. The impact to a portfolio due to this purchase was 3.97%. The holding were 350,000 shares as of .

New Purchase: Skyworks Solutions Inc (SWKS)

KCL Capital, L.P. initiated holding in Skyworks Solutions Inc. The purchase prices were between $60.72 and $86.07, with an estimated average price of $77.03. The stock is now traded at around $73.97. The impact to a portfolio due to this purchase was 3.89%. The holding were 165,000 shares as of .

Added: Facebook Inc (FB)

KCL Capital, L.P. added to a holding in Facebook Inc by 500.00%. The purchase prices were between $131.09 and $173.37, with an estimated average price of $158.51. The stock is now traded at around $178.10. The impact to a portfolio due to this purchase was 5.96%. The holding were 150,000 shares as of .

Added: World Wrestling Entertainment Inc (WWE)

KCL Capital, L.P. added to a holding in World Wrestling Entertainment Inc by 341.67%. The purchase prices were between $73.1 and $92.37, with an estimated average price of $84.04. The stock is now traded at around $72.94. The impact to a portfolio due to this purchase was 5.08%. The holding were 265,000 shares as of .

Added: Advanced Micro Devices Inc (AMD)

KCL Capital, L.P. added to a holding in Advanced Micro Devices Inc by 3144.48%. The purchase prices were between $17.05 and $27.89, with an estimated average price of $22.62. The stock is now traded at around $32.41. The impact to a portfolio due to this purchase was 4.59%. The holding were 650,000 shares as of .

Added: Lattice Semiconductor Corp (LSCC)

KCL Capital, L.P. added to a holding in Lattice Semiconductor Corp by 227.13%. The purchase prices were between $6.81 and $13, with an estimated average price of $9.91. The stock is now traded at around $15.01. The impact to a portfolio due to this purchase was 2.13%. The holding were 899,599 shares as of .

Added: Netflix Inc (NFLX)

KCL Capital, L.P. added to a holding in Netflix Inc by 75.30%. The purchase prices were between $267.66 and $377.87, with an estimated average price of $345.48. The stock is now traded at around $351.27. The impact to a portfolio due to this purchase was 1.53%. The holding were 35,000 shares as of .

Added: Amazon.com Inc (AMZN)

KCL Capital, L.P. added to a holding in Amazon.com Inc by 100.00%. The purchase prices were between $1500.28 and $1819.26, with an estimated average price of $1661.42. The stock is now traded at around $1863.70. The impact to a portfolio due to this purchase was 1.53%. The holding were 6,000 shares as of .

Sold Out: Take-Two Interactive Software Inc (TTWO)

KCL Capital, L.P. sold out a holding in Take-Two Interactive Software Inc. The sale prices were between $84.63 and $110, with an estimated average price of $97.16.

Sold Out: Roku Inc (ROKU)

KCL Capital, L.P. sold out a holding in Roku Inc. The sale prices were between $30.1 and $74.12, with an estimated average price of $52.91.

Sold Out: Match Group Inc (MTCH)

KCL Capital, L.P. sold out a holding in Match Group Inc. The sale prices were between $41.12 and $59.51, with an estimated average price of $52.75.

Sold Out: Booking Holdings Inc (BKNG)

KCL Capital, L.P. sold out a holding in Booking Holdings Inc. The sale prices were between $1649.49 and $1935.5, with an estimated average price of $1785.18.

Sold Out: Adobe Inc (ADBE)

KCL Capital, L.P. sold out a holding in Adobe Inc. The sale prices were between $215.7 and $267.69, with an estimated average price of $251.74.

Sold Out: Activision Blizzard Inc (ATVI)

KCL Capital, L.P. sold out a holding in Activision Blizzard Inc. The sale prices were between $40.11 and $51.35, with an estimated average price of $45.26.

Reduced: Alphabet Inc (GOOGL)

KCL Capital, L.P. reduced to a holding in Alphabet Inc by 25%. The sale prices were between $1025.47 and $1236.13, with an estimated average price of $1127.35. The stock is now traded at around $1081.04. The impact to a portfolio due to this sale was -4.19%. KCL Capital, L.P. still held 15,000 shares as of .

Reduced: Qualcomm Inc (QCOM)

KCL Capital, L.P. reduced to a holding in Qualcomm Inc by 42.86%. The sale prices were between $49.4 and $58, with an estimated average price of $54.01. The stock is now traded at around $71.24. The impact to a portfolio due to this sale was -3.42%. KCL Capital, L.P. still held 100,000 shares as of .



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