Kamunting Street Capital Management, L.P. Top Holdings and 13F Report (2024) → Trump conviction scandal exposed (From Porter & Company) (Ad) About Kamunting Street Capital Management, L.P.Investment ActivityKamunting Street Capital Management, L.P. has $102.55 million in total holdings as of March 31, 2024.Kamunting Street Capital Management, L.P. owns shares of 16 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 51.01% of the portfolio was purchased this quarter.About 31.79% of the portfolio was sold this quarter.This quarter, Kamunting Street Capital Management, L.P. has purchased 18 new stocks and bought additional shares in 6 stocks.Kamunting Street Capital Management, L.P. sold shares of 3 stocks and completely divested from 6 stocks this quarter.Largest Holdings Enterprise Products Partners $19,999,184Alibaba Group $14,027,782Energy Transfer $11,990,900NVIDIA $11,294,500Newmont $8,996,163 Largest New Holdings this Quarter NVIDIA $11,294,500 HoldingISHARES BITCOIN TR $6,070,500 HoldingAdvanced Micro Devices $5,414,700 HoldingMeta Platforms $4,855,800 Holding Largest Purchases this Quarter NVIDIA 12,500 shares (about $11.29M)Alibaba Group 140,809 shares (about $10.19M)ISHARES BITCOIN TR 150,000 shares (about $6.07M)Advanced Micro Devices 30,000 shares (about $5.41M)Newmont 148,775 shares (about $5.33M) Largest Sales this Quarter Enterprise Products Partners 299,600 shares (about $8.74M)Energy Transfer 148,500 shares (about $2.34M)Blackrock Resources & Commodities Strategy Trust 10,000 shares (about $90.80K) 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 PortfolioSectorEPDEnterprise Products Partners$19,999,184$8,742,328 ▼-30.4%685,37319.5%Oils/EnergyBABAAlibaba Group$14,027,782$10,188,939 ▲265.4%193,86113.7%Retail/WholesaleETEnergy Transfer$11,990,900$2,335,905 ▼-16.3%762,29511.7%Oils/EnergyNVDANVIDIA$11,294,500$11,294,500 ▲New Holding12,50011.0%Computer and TechnologyNEMNewmont$8,996,163$5,332,096 ▲145.5%251,0098.8%Basic MaterialsWBDWarner Bros. Discovery$6,710,315$3,436,565 ▲105.0%768,6506.5%Consumer DiscretionaryISHARES BITCOIN TR$6,070,500$6,070,500 ▲New Holding150,0005.9%SHSAMDAdvanced Micro Devices$5,414,700$5,414,700 ▲New Holding30,0005.3%Computer and TechnologyMETAMeta Platforms$4,855,800$4,855,800 ▲New Holding10,0004.7%Computer and TechnologyCPRICapri$4,490,680$2,649,325 ▲143.9%99,1324.4%Retail/WholesaleMOSMosaic$3,083,700$2,596,800 ▲533.3%95,0003.0%Basic MaterialsURAGlobal X Uranium ETF$2,195,952$466,441 ▲27.0%76,1692.1%ETFKWEBKraneShares CSI China Internet ETF$1,312,5000.0%50,0001.3%ManufacturingNCRNCR$1,016,8920.0%80,5141.0%Computer and TechnologyRVLVRevolve Group$846,8000.0%40,0000.8%Retail/WholesaleBCXBlackrock Resources & Commodities Strategy Trust$239,521$90,800 ▼-27.5%26,3790.2%Financial ServicesDVNDevon Energy$0$9,815,015 ▼-100.0%00.0%Oils/EnergyJDJD.com$0$6,161,630 ▼-100.0%00.0%Retail/WholesaleGOOGLAlphabet$0$3,817,169 ▼-100.0%00.0%Computer and TechnologyPYPLPayPal$0$708,057 ▼-100.0%00.0%Computer and TechnologyTELATELA Bio$0$633,494 ▼-100.0%00.0%MedicalMRKMerck & Co., Inc.$0$298,497 ▼-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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