Kamunting Street Capital Management as of Dec. 31, 2025
Portfolio Holdings for Kamunting Street Capital Management
Kamunting Street Capital Management holds 18 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Energy Transfer Com Ut Ltd Ptn (ET) | 26.0 | $38M | 2.3M | 16.49 | |
| Enterprise Products Partners (EPD) | 14.9 | $22M | 683k | 32.06 | |
| Amazon (AMZN) | 12.1 | $18M | 77k | 230.82 | |
| Alphabet Cap Stk Cl A (GOOGL) | 11.7 | $17M | 55k | 313.00 | |
| NVIDIA Corporation (NVDA) | 7.0 | $10M | 55k | 186.51 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.8 | $10M | 33k | 303.90 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 6.6 | $9.7M | 195k | 49.65 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 5.0 | $7.3M | 50k | 146.58 | |
| Centene Corporation (CNC) | 3.5 | $5.1M | 125k | 41.15 | |
| salesforce (CRM) | 2.7 | $4.0M | 15k | 264.93 | |
| UnitedHealth (UNH) | 2.3 | $3.3M | 10k | 330.10 | |
| 1rt Acquisition Corp Unit 06/26/2030 (ONCHU) | 0.4 | $624k | 60k | 10.40 | |
| Revolve Group Cl A (RVLV) | 0.2 | $302k | 10k | 30.20 | |
| Adagene Ads (ADAG) | 0.2 | $238k | 126k | 1.89 | |
| Kindly Md (NAKA) | 0.1 | $216k | 615k | 0.35 | |
| Procap Acquisition Corp Shs Cl A (PCAP) | 0.1 | $203k | 20k | 10.15 | |
| Cantor Equity Partners Iv In Shs Cl A (CEPF) | 0.1 | $103k | 10k | 10.30 | |
| Cantor Equity Partners V Shs Cl A S (CEPV) | 0.1 | $103k | 10k | 10.30 |
