Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Kamunting Street Capital Management, L.P. (CIK 1317267) reported $183.0M across 25 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ET ($31.2M, 17.04%), EPD ($25.1M, 13.71%), GOOGL ($18.7M, 10.21%), MU ($13.5M, 7.38%), AMZN ($10.9M, 5.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ET | ENERGY TRANSFER L P | $31.2M | 17.04% | 1.6M | Trimmed |
| 2 | EPD | ENTERPRISE PRODS PARTNERS L | $25.1M | 13.71% | 662,964 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $18.7M | 10.21% | 65,000 | Added |
| 4 | MU | MICRON TECHNOLOGY INC | $13.5M | 7.38% | 40,000 | New |
| 5 | AMZN | AMAZON COM INC | $10.9M | 5.94% | 52,183 | Trimmed |
| 6 | IBIT | ISHARES BITCOIN TRUST ETF | $10.4M | 5.67% | 270,181 | Added |
| 7 | BX | BLACKSTONE INC | $10.3M | 5.65% | 90,000 | New |
| 8 | BABA | ALIBABA GROUP HLDG LTD | $8.8M | 4.80% | 70,000 | Added |
| 9 | META | META PLATFORMS INC | $8.6M | 4.69% | 15,000 | New |
| 10 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7.8M | 4.24% | 22,939 | Trimmed |
| 11 | NVDA | NVIDIA CORPORATION | $7.0M | 3.81% | 40,000 | Trimmed |
| 12 | UNH | UNITEDHEALTH GROUP INC | $6.8M | 3.70% | 25,000 | Added |
| 13 | CNC | CENTENE CORP DEL | $5.6M | 3.04% | 170,000 | Added |
| 14 | SLV | ISHARES SILVER TR | $3.4M | 1.86% | 50,000 | New |
| 15 | LBRT | LIBERTY ENERGY INC | $2.9M | 1.57% | 100,000 | New |
| 16 | RH | RH | $2.7M | 1.50% | 19,600 | New |
| 17 | NBIS | NEBIUS GROUP N.V. | $2.6M | 1.42% | 25,000 | New |
| 18 | CRM | SALESFORCE INC | $1.9M | 1.02% | 10,000 | Trimmed |
| 19 | VST | VISTRA CORP | $1.5M | 0.82% | 10,000 | New |
| 20 | DVN | DEVON ENERGY CORP NEW | $1.3M | 0.69% | 25,000 | New |
| 21 | ET/PRI | ENERGY TRANSFER L P | $746,000 | 0.41% | 64,481 | New |
| 22 | 1RT ACQUISITION CORP. | $617,000 | 0.34% | 60,000 | Hold | |
| 23 | RVLV | REVOLVE GROUP INC | $226,000 | 0.12% | 10,000 | Hold |
| 24 | PCAPU | PROCAP ACQUISITION CORP | $204,000 | 0.11% | 20,000 | Hold |
| 25 | ADAG | ADAGENE INC | $149,000 | 0.08% | 38,070 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31