The Analysis of Kamunting Street Capital Management, L.P.'s Holdings & P&L


Currently, Kamunting Street Capital Management, L.P. holds 18 types of securities in its portfolio with a total value $146.6M. In the most recent quarter, they have increased their positions in N/A (+55.0K shares, valued at $17.2M), TSM (+32.9K shares, valued at $10.0M), BABA (+50.0K shares, valued at $7.3M); decreased their positions in EPD (-79.6K shares, valued at $2.6M), ET (-63.2K shares, valued at $1.0M), CNC (-25.0K shares, valued at $1.0M); initiated new positions in N/A (+55.0K shares, valued at $17.2M), TSM (+32.9K shares, valued at $10.0M), BABA (+50.0K shares, valued at $7.3M).


1M P&L
+12.4M+8.81%
3M P&L
+18.5M+13.70%
HY P&L
+25.9M+20.32%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Oil & Gas Midstream60.1M
46.5%
2Internet Retail25.4M
19.7%
3Semiconductors20.3M
15.7%

Top Industries by Stock Count

1N/A3 stocks
18.8%
2Internet Retail3 stocks
18.8%
3Healthcare Plans2 stocks
12.5%
Stock Holdings
ET
ENERGY TRANSFER L P
-2.66%
Shares2.3M
Event2025-12-31
Filed2026-02-17
EPD
ENTERPRISE PRODS PARTNERS L
-10.43%
Shares683.4K
Event2025-12-31
Filed2026-02-17
AMZN
AMAZON COM INC
1.13%
Shares77.2K
Event2025-12-31
Filed2026-02-17
ALPHABET INC
ALPHABET INC
New
Shares55.0K
Event2025-12-31
Filed2026-02-17
NVDA
NVIDIA CORPORATION
175.00%
Shares55.0K
Event2025-12-31
Filed2026-02-17
TSM
TAIWAN SEMICONDUCTOR MFG LTD
New
Shares32.9K
Event2025-12-31
Filed2026-02-17
IBIT
ISHARES BITCOIN TRUST ETF
25.78%
Shares195.2K
Event2025-12-31
Filed2026-02-17
BABA
ALIBABA GROUP HLDG LTD
New
Shares50.0K
Event2025-12-31
Filed2026-02-17
CNC
CENTENE CORP DEL
-16.67%
Shares125.0K
Event2025-12-31
Filed2026-02-17
CRM
SALESFORCE INC
200.00%
Shares15.0K
Event2025-12-31
Filed2026-02-17
UNH
UNITEDHEALTH GROUP INC
New
Shares10.0K
Event2025-12-31
Filed2026-02-17
ONCHU
1RT ACQUISITION CORP
New
Shares60.0K
Event2025-12-31
Filed2026-02-17
RVLV
REVOLVE GROUP INC
0.00%
Shares10.0K
Event2025-12-31
Filed2026-02-17
ADAG
ADAGENE INC
0.00%
Shares126.0K
Event2025-12-31
Filed2026-02-17
NAKA
KINDLY MD INC
New
Shares615.2K
Event2025-12-31
Filed2026-02-17
PCAP
PROCAP ACQUISITION CORP
0.00%
Shares20.0K
Event2025-12-31
Filed2026-02-17
CEPF
CANTOR EQUITY PARTNERS IV IN
0.00%
Shares10.0K
Event2025-12-31
Filed2026-02-17
CANTOR EQUITY PARTNERS V INC
CANTOR EQUITY PARTNERS V INC
New
Shares10.0K
Event2025-12-31
Filed2026-02-17

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Kamunting Street Capital Management, L.P. Institutional Holdings, Portfolio & P&L β€” TradeFomo