KAMUNTING STREET CAPITAL MANAGEMENT, L.P.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ET | 2.32M | $38.19M |
 | EPD | 683K | $21.91M |
 | NAKA | 615K | $216.00K |
 | ADAG | 126K | $238.00K |
 | CNC | 125K | $5.14M |
 | AMZN | 77K | $17.82M |
 | NVDA | 55K | $10.26M |
 | GOOGL | 55K | $17.21M |
 | BABA | 50K | $7.33M |
 | TSM | 33K | $10.01M |
 | PCAP | 20K | $203.00K |
 | CRM | 15K | $3.97M |
 | UNH | 10K | $3.30M |
 | CEPF | 10K | $103.00K |
 | RVLV | 10K | $302.00K |
Cantor Equity Partners V, Inc. Class A Ordinary Shares | CEPV | 10K | $103.00K |
Energy Transfer LP
ET
Shares Held
2.32M
Value
$38.19M
Enterprise Products Partners L.P.
EPD
Shares Held
683K
Value
$21.91M
Nakamoto Inc.
NAKA
Shares Held
615K
Value
$216.00K
Adagene Inc.
ADAG
Shares Held
126K
Value
$238.00K
Centene Corporation
CNC
Shares Held
125K
Value
$5.14M
Amazon.com, Inc.
AMZN
Shares Held
77K
Value
$17.82M
NVIDIA Corporation
NVDA
Shares Held
55K
Value
$10.26M
Alphabet Inc.
GOOGL
Shares Held
55K
Value
$17.21M
Alibaba Group Holding Limited
BABA
Shares Held
50K
Value
$7.33M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
33K
Value
$10.01M
ProCap Acquisition Corp
PCAP
Shares Held
20K
Value
$203.00K
Salesforce, Inc.
CRM
Shares Held
15K
Value
$3.97M
UnitedHealth Group Incorporated
UNH
Shares Held
10K
Value
$3.30M
Cantor Equity Partners IV, Inc. Class A Ordinary Shares
CEPF
Shares Held
10K
Value
$103.00K
Revolve Group, Inc.
RVLV
Shares Held
10K
Value
$302.00K
Cantor Equity Partners V, Inc. Class A Ordinary Shares
CEPV
Shares Held
10K
Value
$103.00K