Kamunting Street Capital Management, L.P. holds a focused book of 28 stocks worth $183.0M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Micron Technology Inc and trimmed Energy Transfer LP. Their largest long position is Energy Transfer LP at 17% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Kamunting Street Capital Management, L.P.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 3 / 28 | $4.4B |
| Avenir Tech Ltd | 4 / 28 | $702.7M |
| Mishpacha Holdings Corp | 2 / 28 | $224.5M |
| Palidye Holdings (Caymans) Ltd | 2 / 28 | $417.1M |
| Voyager Global Management LP | 5 / 28 | $2.6B |
| Linden Rose Investment LLC | 4 / 28 | $85.6M |
| Outlook Capital Management, LLC | 3 / 28 | $206.0M |
| BlueSpruce Investments, LP | 4 / 28 | $419.6M |
Ranked by the share of each fund's own book sitting in the names it shares with Kamunting Street Capital Management, L.P.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Energy Transfer L P COM UT LTD PTN | $31.2M | 1.62M | 17.0% | ▼−30% Reduced · −700K sh | |
| 2 | Enterprise Prods Partners L COM | $25.1M | 663.0K | 13.7% | ▼−3.0% Reduced · −20K sh | |
| 3 | Alphabet Inc CAP STK CL A | $18.7M | 65.0K | 10.2% | ▲+18% Added · +10K sh | |
| 4 | Micron Technology Inc COM | $13.5M | 40.0K | 7.4% | ▲New New position | |
| 5 | Amazon Com Inc COM | $10.9M | 52.2K | 5.9% | ▼−32% Reduced · −25K sh | |
| 6 | Ishares Bitcoin Trust ETF SHS BEN INT | $10.4M | 270.2K | 5.7% | ▲+38% Added · +75K sh | |
| 7 | Blackstone Inc COM | $10.3M | 90.0K | 5.7% | ▲New New position | |
| 8 | Alibaba Group Hldg Ltd SPONSORED ADS | $8.8M | 70.0K | 4.8% | ▲+40% Added · +20K sh | |
| 9 | Meta Platforms Inc CL A | $8.6M | 15.0K | 4.7% | ▲New New position | |
| 10 | Taiwan Semiconductor Manufac SPONSORED ADS | $7.8M | 22.9K | 4.2% | ▼−30% Reduced · −10K sh | |
| 11 | Nvidia Corporation COM | $7.0M | 40.0K | 3.8% | ▼−27% Reduced · −15K sh | |
| 12 | Unitedhealth Group Inc COM | $6.8M | 25.0K | 3.7% | ▲+150% Added · +15K sh | |
| 13 | Centene Corp Del COM | $5.6M | 170.0K | 3.0% | ▲+36% Added · +45K sh | |
| 14 | Ishares Silver TR ISHARES | $3.4M | 50.0K | 1.9% | ▲New New position | |
| 15 | Liberty Energy Inc COM CL A | $2.9M | 100.0K | 1.6% | ▲New New position | |
| 16 | RH COM | $2.7M | 19.6K | 1.5% | ▲New New position | |
| 17 | Nebius Group N.V. SHS CLASS A | $2.6M | 25.0K | 1.4% | ▲New New position | |
| 18 | Salesforce Inc COM | $1.9M | 10.0K | 1.0% | ▼−33% Reduced · −5K sh | |
| 19 | Vistra Corp COM | $1.5M | 10.0K | 0.8% | ▲New New position | |
| 20 | Devon Energy Corp New COM | $1.3M | 25.0K | 0.7% | ▲New New position | |
| 21 | Energy Transfer L P 9.250% FXD PFD I | $746K | 64.5K | 0.4% | ▲New New position | |
| 22 | 1RT Acquisition Corp. UNIT 06/26/2030 | $617K | 60.0K | 0.3% | —Held | |
| 23 | Revolve Group Inc CL A | $226K | 10.0K | 0.1% | —Held | |
| 24 | Procap Acquisition Corp SHS CL A | $204K | 20.0K | 0.1% | —Held | |
| 25 | Adagene Inc ADS | $149K | 38.1K | 0.1% | ▼−70% Reduced · −88K sh | |
| 26 | Nakamoto Inc COM | $136K | 615.2K | 0.1% | —Held | |
| 27 | Cantor Equity Partners IV In SHS CL A | $102K | 10.0K | 0.1% | —Held | |
| 28 | Cantor Equity Partners V Inc SHS CL A S | $101K | 10.0K | 0.1% | —Held |
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Use Arkolith to show Kamunting Street Capital Management, L.P.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.