Kamunting Street Capital Management, L.P.

Est. AUM

$183.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ENERGY TRANSFER L P	COM UT LTD PTN	$31.2M	1616210	17.04%	SOLE
2	ENTERPRISE PRODS PARTNERS L	COM	$25.1M	662964	13.71%	SOLE
3	ALPHABET INC	CAP STK CL A	$18.7M	65000	10.21%	SOLE
4	MICRON TECHNOLOGY INC	COM	$13.5M	40000	7.38%	SOLE
5	AMAZON COM INC	COM	$10.9M	52183	5.94%	SOLE
6	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$10.4M	270181	5.67%	SOLE
7	BLACKSTONE INC	COM	$10.3M	90000	5.65%	SOLE
8	ALIBABA GROUP HLDG LTD	SPONSORED ADS	$8.8M	70000	4.80%	SOLE
9	META PLATFORMS INC	CL A	$8.6M	15000	4.69%	SOLE
10	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$7.8M	22939	4.24%	SOLE
11	NVIDIA CORPORATION	COM	$7.0M	40000	3.81%	SOLE
12	UNITEDHEALTH GROUP INC	COM	$6.8M	25000	3.70%	SOLE
13	CENTENE CORP DEL	COM	$5.6M	170000	3.04%	SOLE
14	ISHARES SILVER TR	ISHARES	$3.4M	50000	1.86%	SOLE
15	LIBERTY ENERGY INC	COM CL A	$2.9M	100000	1.57%	SOLE
16	RH	COM	$2.7M	19600	1.50%	SOLE
17	NEBIUS GROUP N.V.	SHS CLASS A	$2.6M	25000	1.42%	SOLE
18	SALESFORCE INC	COM	$1.9M	10000	1.02%	SOLE
19	VISTRA CORP	COM	$1.5M	10000	0.82%	SOLE
20	DEVON ENERGY CORP NEW	COM	$1.3M	25000	0.69%	SOLE
21	ENERGY TRANSFER L P	9.250% FXD PFD I	$746K	64481	0.41%	SOLE
22	1RT ACQUISITION CORP.	UNIT 06/26/2030	$617K	60000	0.34%	SOLE
23	REVOLVE GROUP INC	CL A	$226K	10000	0.12%	SOLE
24	PROCAP ACQUISITION CORP	SHS CL A	$204K	20000	0.11%	SOLE
25	ADAGENE INC	ADS	$149K	38070	0.08%	SOLE
26	NAKAMOTO INC	COM	$136K	615156	0.07%	SOLE
27	CANTOR EQUITY PARTNERS IV IN	SHS CL A	$102K	10000	0.06%	SOLE
28	CANTOR EQUITY PARTNERS V INC	SHS CL A S	$101K	10000	0.06%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.