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.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1317267/holdings"
Use Arkolith to show Kamunting Street Capital Management, L.P.'s latest holdings, largest changes, and filing provenance.
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
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, no cost basis
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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.