account_balance
Investment manager · 13F filer · SEC CIK 1317267
Kamunting Street Capital Management, L.P.
Reported value$179Mas of Jun 30, 2026
Positions25 4 new, 7 sold out
Top 10 weight81.5%EPD alone is 17%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
EPDEnterprise Products Partners L.P.
16.6%Added +22%
ETEnergy Transfer LP
15.0%Trimmed −13%
BXBlackstone Inc.
8.9%Added +50%
TSMTaiwan Semiconductor Manufacturing Co Ltd
8.9%Added +44%
METAMeta Platforms, Inc.
7.9%Added +67%
NVDANVIDIA Corp
5.6%Added +25%
CEGConstellation Energy Corp
5.6%New
BABAAlibaba Group Holding Ltd
4.6%Added +21%
CNCCentene Corp
4.5%Trimmed −26%
AMZNAmazon.com Inc
4.0%−43%
GOOGLAlphabet Inc.
4.0%Trimmed −69%
ACNAccenture PLC
3.5%New
EPDEnterprise Products Partners L.P.
16.6%Added +22%
ETEnergy Transfer LP
15.0%Trimmed −13%
BXBlackstone Inc.
8.9%
TSMTaiwan Semiconductor Manufacturing Co Ltd
8.9%
METAMeta Platforms, Inc.
7.9%+67%
NVDANVIDIA Corp
5.6%
CEGConstellation Energy Corp
5.6%
BABAAlibaba Group Holding Ltd
4.6%
CNC4.5%AMZNGOOGLACN3.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
EPD Enterprise Products Partners L.P. 16.6% Added +22%ET Energy Transfer LP 15.0% Trimmed −13%BX Blackstone Inc. 8.9% Added +50%TSM Taiwan Semiconductor Manufacturing Co Ltd 8.9% Added +44%META Meta Platforms, Inc. 7.9% Added +67%NVDA NVIDIA Corp 5.6% Added +25%CEG Constellation Energy Corp 5.6% NewBABA Alibaba Group Holding Ltd 4.6% Added +21%CNC Centene Corp 4.5% Trimmed −26%AMZN Amazon.com Inc 4.0% Trimmed −43%GOOGL Alphabet Inc. 4.0% Trimmed −69%ACN Accenture PLC 3.5% New
What changed
Biggest moves since Mar 31, 2026
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