Stock Taper 
KAMUNTING STREET CAPITAL MANAGEMENT, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Vistra Corp. | VST | 5K | $793K |
 Revolve Group, Inc. | RVLV | 10K | $229K |
 Adobe Inc. | ADBE | 10K | $2.05M |
 Alphabet Inc. | GOOGL | 20K | $7.15M |
 Meta Platforms, Inc. | META | 25K | $14.08M |
 Salesforce, Inc. | CRM | 25K | $3.92M |
 Amazon.com, Inc. | AMZN | 30K | $7.15M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 33.13K | $15.82M |
 PDD Holdings Inc. | PDD | 37.16K | $2.83M |
 Constellation Energy Corporation | CEG | 40K | $9.94M |
 NVIDIA Corporation | NVDA | 50K | $10.01M |
 Accenture plc | ACN | 50K | $6.22M |
 Alibaba Group Holding Limited | BABA | 85K | $8.16M |
 Liberty Energy Inc. | LBRT | 100K | $2.62M |
 Centene Corp. | CNC | 125K | $8.02M |
 Blackstone Inc. | BX | 134.64K | $15.84M |
 Enterprise Products Partners L.P. | EPD | 807.26K | $29.68M |
 Energy Transfer LP | ET | 1.4M | $26.86M |