Kamunting Street Capital Management
Kamunting Street Capital Management reported 25 stocks worth $179M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are EPD (16.6%), ET (15.0%) and BX (8.9%). Compared with Q1 2026, the fund opened new positions in CEG, ACN and PDD, added to EPD, BX and TSM, trimmed ET, CNC and AMZN and sold out of MU, UNH and SLV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  EPD Enterprise Products | $29.7M | 16.6% | 807K | +144K (+22%) | 8 of 8 | |
| 2 |  ET Energy Transfer L P LP | $26.9M | 15.0% | 1.4M | −211K (−13%) | 8 of 8 | |
| 3 |  BX Blackstone Inc | $15.8M | 8.9% | 135K | +45K (+50%) | 2 of 8 | |
| 4 |  TSM Taiwan Semiconductor Mfg Ltd | $15.8M | 8.9% | 33K | +10K (+44%) | 4 of 8 | |
| 5 |  META Meta Platforms Inc | $14.1M | 7.9% | 25K | +10K (+67%) | 4 of 8 | |
| 6 |  NVDA Nvidia Corporation | $10M | 5.6% | 50K | +10K (+25%) | 7 of 8 | |
| 7 |  CEG Constellation Energy Cor | $9.9M | 5.6% | 40K | New position | 1 of 8 | |
| 8 |  BABA Alibaba Group Hldg Ltd F | $8.2M | 4.6% | 85K | +15K (+21%) | 5 of 8 | |
| 9 |  CNC Centene Corp Del | $8M | 4.5% | 125K | −45K (−26%) | 4 of 8 | |
| 10 |  AMZN Amazon Com Inc | $7.2M | 4.0% | 30K | −22K (−43%) | 4 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 MU Micron Technology Inc | $13.5M | 40K |
 UNH Unitedhealth Group Inc | $6.8M | 25K |
 SLV Ishares Silver Trust | $3.4M | 50K |
 RH RH | $2.7M | 20K |
 NBIS Nebius Group | $2.6M | 25K |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Kamunting Street Capital Management 13F FAQ
What does Kamunting Street Capital Management own?
Kamunting Street Capital Management reported 25 stocks worth $179M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are EPD (16.6%), ET (15.0%) and BX (8.9%). The table above lists every position in the filing (the top 10 without an account).
What did Kamunting Street Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 4 new positions, 7 added to, 6 trimmed and 7 sold out. New positions include CEG, ACN and PDD. It sold all of MU, UNH and SLV.
When will Kamunting Street Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Kamunting Street Capital Management's portfolio worth?
The Q2 2026 filing reports $179M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.