Kamunting Street Capital Management as of March 31, 2025
Portfolio Holdings for Kamunting Street Capital Management
Kamunting Street Capital Management holds 15 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Energy Transfer Com Ut Ltd Ptn (ET) | 20.9 | $31M | 1.7M | 18.59 | |
| Alphabet Cap Stk Cl A (GOOGL) | 18.1 | $27M | 175k | 154.64 | |
| Enterprise Products Partners (EPD) | 14.9 | $22M | 652k | 34.14 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 8.9 | $13M | 80k | 166.00 | |
| Meta Platforms Cl A (META) | 7.7 | $12M | 20k | 576.36 | |
| NVIDIA Corporation (NVDA) | 6.5 | $9.8M | 90k | 108.38 | |
| Target Corporation (TGT) | 6.5 | $9.7M | 93k | 104.36 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 4.7 | $7.0M | 150k | 46.81 | |
| Micron Technology (MU) | 3.2 | $4.8M | 55k | 86.89 | |
| Global X Fds Global X Uranium (URA) | 2.7 | $4.1M | 179k | 22.92 | |
| Capri Holdings SHS (CPRI) | 1.9 | $2.8M | 142k | 19.73 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.8 | $2.6M | 20k | 132.23 | |
| Pdd Holdings Sponsored Ads (PDD) | 1.2 | $1.8M | 15k | 118.35 | |
| Vistra Energy (VST) | 0.8 | $1.2M | 10k | 117.44 | |
| Revolve Group Cl A (RVLV) | 0.1 | $215k | 10k | 21.49 |
