Kamunting Street Capital Management, L.P. Top Holdings and 13F Report (2025) About Kamunting Street Capital Management, L.P.Investment ActivityKamunting Street Capital Management, L.P. has $149.25 million in total holdings as of March 31, 2025.Kamunting Street Capital Management, L.P. owns shares of 15 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 53.23% of the portfolio was purchased this quarter.About 33.21% of the portfolio was sold this quarter.This quarter, Kamunting Street Capital Management, L.P. has purchased 15 new stocks and bought additional shares in 5 stocks.Kamunting Street Capital Management, L.P. sold shares of 4 stocks and completely divested from 5 stocks this quarter.Largest Holdings Energy Transfer $31,217,034Alphabet $27,062,000Enterprise Products Partners $22,258,973Taiwan Semiconductor Manufacturing $13,280,000Meta Platforms $11,527,200 Largest New Holdings this Quarter 02079K305 - Alphabet $27,062,000 Holding874039100 - Taiwan Semiconductor Manufacturing $13,280,000 Holding30303M102 - Meta Platforms $11,527,200 Holding87612E106 - Target $9,652,987 Holding92840M102 - Vistra $1,174,400 Holding Largest Purchases this Quarter Alphabet 175,000 shares (about $27.06M)Taiwan Semiconductor Manufacturing 80,000 shares (about $13.28M)Meta Platforms 20,000 shares (about $11.53M)Target 92,497 shares (about $9.65M)Energy Transfer 446,437 shares (about $8.30M) Largest Sales this Quarter Alibaba Group 92,192 shares (about $12.19M)ISHARES BITCOIN TRUST ETF 133,000 shares (about $6.23M)Enterprise Products Partners 90,000 shares (about $3.07M)PDD 15,000 shares (about $1.78M) Sector Allocation Over TimeMap of 500 Largest Holdings ofKamunting Street Capital Management, L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorETEnergy Transfer$31,217,034$8,299,264 ▲36.2%1,679,23820.9%EnergyGOOGLAlphabet$27,062,000$27,062,000 ▲New Holding175,00018.1%Computer and TechnologyEPDEnterprise Products Partners$22,258,973$3,072,600 ▼-12.1%651,99114.9%EnergyTSMTaiwan Semiconductor Manufacturing$13,280,000$13,280,000 ▲New Holding80,0008.9%Computer and TechnologyMETAMeta Platforms$11,527,200$11,527,200 ▲New Holding20,0007.7%Computer and TechnologyNVDANVIDIA$9,754,200$7,586,600 ▲350.0%90,0006.5%Computer and TechnologyTGTTarget$9,652,987$9,652,987 ▲New Holding92,4976.5%Retail/WholesaleISHARES BITCOIN TRUST ETF$7,019,955$6,225,730 ▼-47.0%149,9674.7%SHS BEN INTMUMicron Technology$4,778,950$434,450 ▲10.0%55,0003.2%Computer and TechnologyURAGlobal X Uranium ETF$4,090,418$182,741 ▲4.7%178,4652.7%ETFCPRICapri$2,797,043$249,269 ▲9.8%141,7661.9%Retail/WholesaleBABAAlibaba Group$2,644,600$12,190,548 ▼-82.2%20,0001.8%Retail/WholesalePDDPDD$1,775,250$1,775,250 ▼-50.0%15,0001.2%Retail/WholesaleVSTVistra$1,174,400$1,174,400 ▲New Holding10,0000.8%UtilitiesRVLVRevolve Group$214,9000.0%10,0000.1%Consumer DiscretionaryDVNDevon Energy$0$16,582,851 ▼-100.0%00.0%EnergyNTRNutrien$0$4,730,299 ▼-100.0%00.0%Basic MaterialsDGDollar General$0$3,032,800 ▼-100.0%00.0%Retail/WholesaleMOSMosaic$0$1,699,363 ▼-100.0%00.0%Basic MaterialsADAGAdagene$0$250,804 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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