Kamunting Street Capital Management, L.P. — 13F holdings

Kamunting Street Capital Management, L.P. reported 25 holdings worth $179M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. EPD ENTERPRISE PRODS PARTNERS L — $29.7M (16.6%)
2. ET ENERGY TRANSFER L P — $26.9M (15.0%)
3. BX Blackstone Inc — $15.8M (8.9%)
4. TSM TAIWAN SEMICONDUCTOR MFG LTD — $15.8M (8.9%)
5. META META PLATFORMS INC — $14.1M (7.9%)
6. NVDA NVIDIA CORPORATION — $10.0M (5.6%)
7. CEG CONSTELLATION ENERGY CORP — $9.94M (5.6%)
8. BABA ALIBABA GROUP HLDG LTD — $8.16M (4.6%)
9. CNC CENTENE CORP DEL — $8.02M (4.5%)
10. AMZN AMAZON COM INC — $7.15M (4.0%)