Funds › Kamunting Street Capital Management, L.P.
Kamunting Street Capital Management, L.P.
13F for Q2 2026, filed Aug 14, 2026. 25 positions worth $178.6M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q2 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | EPD Enterprise Products Partners L.P. | 807,258 | $29.7M | 16.6% | +21.8% | 13F ↗ |
| 2 | ET Energy Transfer LP · Com Ut Ltd Ptn | 1.40M | $26.9M | 15.0% | -13.1% | 13F ↗ |
| 3 | BX Blackstone Inc. | 134,641 | $15.8M | 8.9% | +49.6% | 13F ↗ |
| 4 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 33,129 | $15.8M | 8.9% | +44.4% | 13F ↗ |
| 5 | META Meta Platforms, Inc. | 25,000 | $14.1M | 7.9% | +66.7% | 13F ↗ |
| 6 | NVDA NVIDIA Corporation | 50,000 | $10.0M | 5.6% | +25.0% | 13F ↗ |
| 7 | CEG Constellation Energy Corporation | 40,000 | $9.9M | 5.6% | New | 13F ↗ |
| 8 | BABA Alibaba Group Holding Limited · ADR | 85,000 | $8.2M | 4.6% | +21.4% | 13F ↗ |
| 9 | CNC Centene Corporation | 125,000 | $8.0M | 4.5% | -26.5% | 13F ↗ |
| 10 | AMZN Amazon.com, Inc. | 30,000 | $7.2M | 4.0% | -42.5% | 13F ↗ |
| 11 | GOOGL Alphabet Inc. Class A | 20,000 | $7.1M | 4.0% | -69.2% | 13F ↗ |
| 12 | ACN Accenture plc | 50,000 | $6.2M | 3.5% | New | 13F ↗ |
| 13 | IBIT iShares Bitcoin Trust ETF · Shs Ben Int | 160,181 | $5.3M | 3.0% | -40.7% | 13F ↗ |
| 14 | CRM Salesforce, Inc. | 25,000 | $3.9M | 2.2% | +150% | 13F ↗ |
| 15 | PDD PDD Holdings Inc. · ADR | 37,162 | $2.8M | 1.6% | New | 13F ↗ |
| 16 | LBRT Liberty Energy Inc. | 100,000 | $2.6M | 1.5% | Unchanged | 13F ↗ |
| 17 | ADBE Adobe Inc. | 10,000 | $2.0M | 1.1% | New | 13F ↗ |
| 18 | VST Vistra Corp. | 5,000 | $793.0K | 0.4% | -50.0% | 13F ↗ |
| 19 | Energy Transfer LP 9.250% Fxd Pfd I | 64,481 | $739.0K | 0.4% | Unchanged | 13F ↗ |
| 20 | ONCHU 1RT Acquisition Corp. Units · Units | 60,000 | $620.0K | 0.3% | Unchanged | 13F ↗ |
| 21 | RVLV Revolve Group, Inc. | 10,000 | $229.0K | 0.1% | Unchanged | 13F ↗ |
| 22 | PCAP ProCap Acquisition Corp | 20,000 | $206.0K | 0.1% | Unchanged | 13F ↗ |
| 23 | ADAG Adagene Inc. | 38,070 | $160.0K | 0.1% | Unchanged | 13F ↗ |
| 24 | CEPF Cantor Equity Partners IV, Inc. | 10,000 | $104.0K | 0.1% | Unchanged | 13F ↗ |
| 25 | CEPV Cantor Equity Partners V, Inc. | 10,000 | $103.0K | 0.1% | Unchanged | 13F ↗ |
Changes since Q1 2026
4 new, 7 added to, 6 trimmed, 7 exited, 8 unchanged. By estimated dollars.
New positions (4)
Added to (7)
| META Meta Platforms, Inc. | 25,000 | +66.7% | $5.6M |
| EPD Enterprise Products Partners L.P. | 807,258 | +21.8% | $5.3M |
| BX Blackstone Inc. | 134,641 | +49.6% | $5.3M |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 33,129 | +44.4% | $4.9M |
| CRM Salesforce, Inc. | 25,000 | +150% | $2.4M |
| NVDA NVIDIA Corporation | 50,000 | +25.0% | $2.0M |
| BABA Alibaba Group Holding Limited · ADR | 85,000 | +21.4% | $1.4M |
Trimmed (6)
Exited (7)
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer