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Kamunting Street Capital Management, L.P. 13F holdings

Filed 2026-08-14 · Kamunting Street Capital Management, L.P. · 25 positions · $178.6M

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TickerCompanySharesValue% of portfolio
EPDENTERPRISE PRODS PARTNERS L807.3K$29.7M16.6%
ETENERGY TRANSFER L P1.4M$26.9M15.0%
BXBLACKSTONE INC134.6K$15.8M8.9%
TSMTAIWAN SEMICONDUCTOR MANUFAC33.1K$15.8M8.9%
METAMETA PLATFORMS INC25.0K$14.1M7.9%
NVDANVIDIA CORPORATION50.0K$10.0M5.6%
CEGCONSTELLATION ENERGY CORP40.0K$9.9M5.6%
BABAALIBABA GROUP HLDG LTD85.0K$8.2M4.6%
CNCCENTENE CORP DEL125.0K$8.0M4.5%
AMZNAMAZON COM INC30.0K$7.2M4.0%
GOOGLALPHABET INC20.0K$7.1M4.0%
—ACCENTURE PLC IRELAND50.0K$6.2M3.5%
IBITISHARES BITCOIN TRUST ETF160.2K$5.3M3.0%
CRMSALESFORCE INC25.0K$3.9M2.2%
PDDPDD HOLDINGS INC37.2K$2.8M1.6%
LBRTLIBERTY ENERGY INC100.0K$2.6M1.5%
ADBEADOBE INC10.0K$2.0M1.1%
VSTVISTRA CORP5.0K$793,0000.4%
ET 9.25 PERP IENERGY TRANSFER L P64.5K$739,0000.4%
—1RT ACQUISITION CORP.60.0K$620,0000.3%
RVLVREVOLVE GROUP INC10.0K$229,0000.1%
—PROCAP ACQUISITION CORP20.0K$206,0000.1%
—ADAGENE INC38.1K$160,0000.1%
—CANTOR EQUITY PARTNERS IV IN10.0K$104,0000.1%
—CANTOR EQUITY PARTNERS V INC10.0K$103,0000.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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