Kamunting Street Capital Management, L.P. Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$149.2B
Holdings
15
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ETENERGY TRANSFER L P | 1,679,238 | $31.2B | 20.92% | |
| 2 | GOOGLALPHABET INC | 175,000 | $27.1B | 18.13% | |
| 3 | EPDENTERPRISE PRODS PARTNERS L | 651,991 | $22.3B | 14.91% | |
| 4 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 80,000 | $13.3B | 8.90% | |
| 5 | METAMETA PLATFORMS INC | 20,000 | $11.5B | 7.72% | |
| 6 | NVDANVIDIA CORPORATION | 90,000 | $9.8B | 6.54% | |
| 7 | DYHTARGET CORP | 92,497 | $9.7B | 6.47% | |
| 8 | IBITISHARES BITCOIN TRUST ETF | 149,967 | $7.0B | 4.70% | |
| 9 | MUMICRON TECHNOLOGY INC | 55,000 | $4.8B | 3.20% | |
| 10 | URAGLOBAL X FDS | 178,465 | $4.1B | 2.74% | |
| 11 | CPRICAPRI HOLDINGS LIMITED | 141,766 | $2.8B | 1.87% | |
| 12 | BABAALIBABA GROUP HLDG LTD | 20,000 | $2.6B | 1.77% | |
| 13 | PDDPDD HOLDINGS INC | 15,000 | $1.8B | 1.19% | |
| 14 | VSTVISTRA CORP | 10,000 | $1.2B | 0.79% | |
| 15 | RVLVREVOLVE GROUP INC | 10,000 | $214.9M | 0.14% |