Terminal · Institutions

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. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Kamunting Street Capital Management, L.P. (CIK 1317267) reported $178.6M across 25 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: EPD ($29.7M, 16.61%), ET ($26.9M, 15.04%), BX ($15.8M, 8.87%), TSM ($15.8M, 8.86%), META ($14.1M, 7.88%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1EPDENTERPRISE PRODS PARTNERS L$29.7M16.61%807,258Added
2ETENERGY TRANSFER L P$26.9M15.04%1.4MTrimmed
3BXBLACKSTONE INC$15.8M8.87%134,641Added
4TSMTAIWAN SEMICONDUCTOR MANUFAC$15.8M8.86%33,129Added
5METAMETA PLATFORMS INC$14.1M7.88%25,000Added
6NVDANVIDIA CORPORATION$10.0M5.60%50,000Added
7CEGCONSTELLATION ENERGY CORP$9.9M5.56%40,000New
8BABAALIBABA GROUP HLDG LTD$8.2M4.57%85,000Added
9CNCCENTENE CORP DEL$8.0M4.49%125,000Trimmed
10GOOGLALPHABET INC$7.1M4.00%20,000Trimmed
11AMZNAMAZON COM INC$7.2M4.00%30,000Trimmed
12ACNACCENTURE PLC IRELAND$6.2M3.48%50,000New
13IBITISHARES BITCOIN TRUST ETF$5.3M2.98%160,181Trimmed
14CRMSALESFORCE INC$3.9M2.19%25,000Added
15PDDPDD HOLDINGS INC$2.8M1.59%37,162New
16LBRTLIBERTY ENERGY INC$2.6M1.47%100,000Hold
17ADBEADOBE INC$2.0M1.15%10,000New
18VSTVISTRA CORP$793,0000.44%5,000Trimmed
19ETPRIENERGY TRANSFER L P$739,0000.41%64,481Hold
20ONCHU1RT ACQUISITION CORP.$620,0000.35%60,000Hold
21RVLVREVOLVE GROUP INC$229,0000.13%10,000Hold
22PCAPPROCAP ACQUISITION CORP$206,0000.12%20,000Hold
23ADAGADAGENE INC$160,0000.09%38,070Hold
24CEPFCANTOR EQUITY PARTNERS IV IN$104,0000.06%10,000Hold
25CEPVCANTOR EQUITY PARTNERS V INC$103,0000.06%10,000Hold

Source: SEC Form 13F filings · as of 2026-06-30