Kamunting Street Capital Management, L.P.: 13F holdings
CIK 13172672026Q2
| Positions | 25 |
|---|---|
| Reported value | $178.6m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| EPD ENTERPRISE PRODS PARTNERS L | 807,258 | $29.7m | 16.6% |
| ET ENERGY TRANSFER L P | 1,404,742 | $26.9m | 15.0% |
| BX BLACKSTONE INC | 134,641 | $15.8m | 8.9% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 33,129 | $15.8m | 8.9% |
| META META PLATFORMS INC | 25,000 | $14.1m | 7.9% |
| NVDA NVIDIA CORPORATION | 50,000 | $10.0m | 5.6% |
| CEG CONSTELLATION ENERGY CORP | 40,000 | $9.9m | 5.6% |
| BABA ALIBABA GROUP HLDG LTD | 85,000 | $8.2m | 4.6% |
| CNC CENTENE CORP DEL | 125,000 | $8.0m | 4.5% |
| AMZN AMAZON COM INC | 30,000 | $7.2m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1317267")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.