Back to Kamunting Street Capital Management, L.P.
Kamunting Street Capital Management, L.P.
Q2 2026 13F filing
Updated 28 days ago25 disclosed positions worth $178.6M
Portfolio value
$178.6M
Total holdings
25
New positions
4
Closed positions
7
Increased
7
Decreased
6
Turnover
44.0%
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E EPDU ENTERPRISE PRODS PARTNERS L | $29.7M | 807.3K | 16.61% | Added(+21.8%) |
| 2 | E ET-PI ENERGY TRANSFER L P | $26.9M | 1.40M | 15.04% | Trimmed(-13.1%) |
| 3 | B BX BLACKSTONE INC | $15.8M | 134.6K | 8.87% | Added(+49.6%) |
| 4 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $15.8M | 33.1K | 8.86% | Added(+44.4%) |
| 5 | M META META PLATFORMS INC | $14.1M | 25.0K | 7.88% | Added(+66.7%) |
| 6 | N NVDA NVIDIA CORPORATION | $10M | 50.0K | 5.60% | Added(+25.0%) |
| 7 | C CEG CONSTELLATION ENERGY CORP | $9.9M | 40.0K | 5.56% | — |
| 8 | B BBAAY ALIBABA GROUP HLDG LTD | $8.2M | 85.0K | 4.57% | Added(+21.4%) |
| 9 | C CNC CENTENE CORP DEL | $8M | 125.0K | 4.49% | Trimmed(-26.5%) |
| 10 | A AMZN AMAZON COM INC | $7.2M | 30.0K | 4.00% | Trimmed(-42.5%) |
| 11 | G GOOGN ALPHABET INC | $7.1M | 20.0K | 4.00% | Trimmed(-69.2%) |
| 12 | A ACN ACCENTURE PLC IRELAND | $6.2M | 50.0K | 3.48% | — |
| 13 | I IBIT ISHARES BITCOIN TRUST ETF | $5.3M | 160.2K | 2.98% | Trimmed(-40.7%) |
| 14 | C CRM SALESFORCE INC | $3.9M | 25.0K | 2.19% | Added(+150.0%) |
| 15 | P PDD PDD HOLDINGS INC | $2.8M | 37.2K | 1.59% | — |
| 16 | L LBRT LIBERTY ENERGY INC | $2.6M | 100.0K | 1.47% | Unchanged |
| 17 | A ADBE ADOBE INC | $2M | 10.0K | 1.15% | — |
| 18 | V VST VISTRA CORP | $793K | 5.0K | 0.44% | Trimmed(-50.0%) |
| 19 | E ET-PI ENERGY TRANSFER L P | $739K | 64.5K | 0.41% | Unchanged |
| 20 | O ONCHW 1RT ACQUISITION CORP. | $620K | 60.0K | 0.35% | Unchanged |
| 21 | R RVLV REVOLVE GROUP INC | $229K | 10.0K | 0.13% | Unchanged |
| 22 | P PCAPU PROCAP ACQUISITION CORP | $206K | 20.0K | 0.12% | Unchanged |
| 23 | A ADAG ADAGENE INC | $160K | 38.1K | 0.09% | Unchanged |
| 24 | C CEPF CANTOR EQUITY PARTNERS IV IN | $104K | 10.0K | 0.06% | Unchanged |
| 25 | C CEPV CANTOR EQUITY PARTNERS V INC | $103K | 10.0K | 0.06% | Unchanged |