Kamunting Street Capital Management, L.P.
MIAMI BEACH, FL
$179m in 25 US stocks at the end of 30 June 2026. The top 10 are 81.5% of the money. It changed about 30.2% of the portfolio this quarter.
Value
$179m
Stocks
25
Top 10 share
81.5%
Turnover
30.2%
What changed this quarter
New
Bought for the first time this quarter.
- Constellation EnergyCEG5.6% of the fund
- AccentureACN3.5% of the fund
- PDD HoldingsPDD1.6% of the fund
- AdobeADBE1.1% of the fund
Added
Bought more of a stock they already held.
- Enterprise Products Partners L.P.EPD16.6% of the fund+22%
- BlackstoneBX8.9% of the fund+50%
- Taiwan Semiconductor ManufacturingTSM8.9% of the fund+44%
- Meta PlatformsMETA7.9% of the fund+67%
- NvidiaNVDA5.6% of the fund+25%
- Alibaba Group HldgBABA4.6% of the fund+21%
- SalesforceCRM2.2% of the fund+150%
Cut
Sold some of their stake.
- Energy Transfer L PET15.0% of the fund-13%
- CenteneCNC4.5% of the fund-26%
- Amazon.comAMZN4.0% of the fund-43%
- AlphabetGOOGL4.0% of the fund-69%
- Ishares Bitcoin Trust ETFIBIT3.0% of the fund-41%
- VistraVST0.4% of the fund-50%
Sold out
Sold their entire stake.
- Micron TechnologyMU-100%
- UnitedHealth GroupUNH-100%
- Ishares Silver TRSLV-100%
- RHRH-100%
- Nebius GroupNBIS-100%
- Devon EnergyDVN-100%
- NakamotoNAKA-100%
Holdings
- Energy Transfer L PET
- Share
- 15.0%
- Value
- $27m
- Shares
- 1,404,742
-13%
- Alibaba Group HldgBABA
- Share
- 4.6%
- Value
- $8m
- Shares
- 85,000
+21%
- Ishares Bitcoin Trust ETFIBIT
- Share
- 3.0%
- Value
- $5m
- Shares
- 160,181
-41%
- PDD HoldingsPDD
- Share
- 1.6%
- Value
- $3m
- Shares
- 37,162
New
- Energy Transfer L P
- Share
- 0.4%
- Value
- $739,000
- Shares
- 64,481
Held
- 1RT AcquisitionONCHU
- Share
- 0.3%
- Value
- $620,000
- Shares
- 60,000
Held
- ProCap AcquisitionPCAP
- Share
- 0.1%
- Value
- $206,000
- Shares
- 20,000
Held
- Cantor Equity Partners IVCEPF
- Share
- <0.1%
- Value
- $104,000
- Shares
- 10,000
Held
- Cantor Equity Partners VCEPV
- Share
- <0.1%
- Value
- $103,000
- Shares
- 10,000
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Enterprise Products Partners L.P.EPD | 16.6% | $30m | 807,258 | +22% |
| Energy Transfer L PET | 15.0% | $27m | 1,404,742 | -13% |
| BlackstoneBX | 8.9% | $16m | 134,641 | +50% |
| Taiwan Semiconductor ManufacturingTSM | 8.9% | $16m | 33,129 | +44% |
| Meta PlatformsMETA | 7.9% | $14m | 25,000 | +67% |
| NvidiaNVDA | 5.6% | $10m | 50,000 | +25% |
| Constellation EnergyCEG | 5.6% | $10m | 40,000 | New |
| Alibaba Group HldgBABA | 4.6% | $8m | 85,000 | +21% |
| CenteneCNC | 4.5% | $8m | 125,000 | -26% |
| Amazon.comAMZN | 4.0% | $7m | 30,000 | -43% |
| AlphabetGOOGL | 4.0% | $7m | 20,000 | -69% |
| AccentureACN | 3.5% | $6m | 50,000 | New |
| Ishares Bitcoin Trust ETFIBIT | 3.0% | $5m | 160,181 | -41% |
| SalesforceCRM | 2.2% | $4m | 25,000 | +150% |
| PDD HoldingsPDD | 1.6% | $3m | 37,162 | New |
| Liberty EnergyLBRT | 1.5% | $3m | 100,000 | Held |
| AdobeADBE | 1.1% | $2m | 10,000 | New |
| VistraVST | 0.4% | $793,000 | 5,000 | -50% |
| Energy Transfer L P | 0.4% | $739,000 | 64,481 | Held |
| 1RT AcquisitionONCHU | 0.3% | $620,000 | 60,000 | Held |
| Revolve GroupRVLV | 0.1% | $229,000 | 10,000 | Held |
| ProCap AcquisitionPCAP | 0.1% | $206,000 | 20,000 | Held |
| AdageneADAG | <0.1% | $160,000 | 38,070 | Held |
| Cantor Equity Partners IVCEPF | <0.1% | $104,000 | 10,000 | Held |
| Cantor Equity Partners VCEPV | <0.1% | $103,000 | 10,000 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 46.2% since 30 June 2025.
Where the money is
Utilities22.6%
Technology21.3%
Media & telecom11.9%
Financial services9.1%
Health care4.6%
Retail & consumer4.1%
Energy1.5%
Other24.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.