KAMUNTING STREET CAPITAL MANAGEMENT, L.P.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ET | 1.62M | $31.19M |
 | EPD | 663K | $25.09M |
 | NAKA | 615K | $136.00K |
 | CNC | 170K | $5.57M |
 | LBRT | 100K | $2.88M |
 | BX | 90K | $10.35M |
 | BABA | 70K | $8.78M |
 | GOOGL | 65K | $18.69M |
 | AMZN | 52K | $10.87M |
 | NVDA | 40K | $6.98M |
 | MU | 40K | $13.51M |
 | ADAG | 38K | $149.00K |
 | NBIS | 25K | $2.59M |
 | UNH | 25K | $6.76M |
 | DVN | 25K | $1.26M |
 | TSM | 23K | $7.75M |
 | PCAP | 20K | $204.00K |
 | RH | 20K | $2.74M |
 | META | 15K | $8.58M |
 | RVLV | 10K | $226.00K |
Energy Transfer LP
ET
Shares Held
1.62M
Value
$31.19M
Enterprise Products Partners L.P.
EPD
Shares Held
663K
Value
$25.09M
Nakamoto Inc.
NAKA
Shares Held
615K
Value
$136.00K
Centene Corporation
CNC
Shares Held
170K
Value
$5.57M
Liberty Energy Inc.
LBRT
Shares Held
100K
Value
$2.88M
Blackstone Inc.
BX
Shares Held
90K
Value
$10.35M
Alibaba Group Holding Limited
BABA
Shares Held
70K
Value
$8.78M
Alphabet Inc.
GOOGL
Shares Held
65K
Value
$18.69M
Amazon.com, Inc.
AMZN
Shares Held
52K
Value
$10.87M
NVIDIA Corporation
NVDA
Shares Held
40K
Value
$6.98M
Micron Technology, Inc.
MU
Shares Held
40K
Value
$13.51M
Adagene Inc.
ADAG
Shares Held
38K
Value
$149.00K
Nebius Group N.V.
NBIS
Shares Held
25K
Value
$2.59M
UnitedHealth Group Incorporated
UNH
Shares Held
25K
Value
$6.76M
Devon Energy Corporation
DVN
Shares Held
25K
Value
$1.26M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
23K
Value
$7.75M
ProCap Acquisition Corp
PCAP
Shares Held
20K
Value
$204.00K
Rh
RH
Shares Held
20K
Value
$2.74M
Meta Platforms, Inc.
META
Shares Held
15K
Value
$8.58M
Revolve Group, Inc.
RVLV
Shares Held
10K
Value
$226.00K