Kamunting Street Capital Management, L.P. Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$122.2B
Holdings
14
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ETENERGY TRANSFER L P | 2,023,186 | $36.7B | 30.02% | |
| 2 | EPDENTERPRISE PRODS PARTNERS L | 857,017 | $26.6B | 21.75% | |
| 3 | IBITISHARES BITCOIN TRUST ETF | 205,181 | $12.6B | 10.28% | |
| 4 | GOOGLALPHABET INC | 66,131 | $11.7B | 9.54% | |
| 5 | UNHUNITEDHEALTH GROUP INC | 32,500 | $10.1B | 8.30% | |
| 6 | DYHTARGET CORP | 92,497 | $9.1B | 7.47% | |
| 7 | GTLSCHART INDS INC | 30,000 | $4.9B | 4.04% | |
| 8 | CPRICAPRI HOLDINGS LIMITED | 164,549 | $2.9B | 2.38% | |
| 9 | RHRH | 13,059 | $2.5B | 2.02% | |
| 10 | DVNDEVON ENERGY CORP NEW | 60,000 | $1.9B | 1.56% | |
| 11 | PDDPDD HOLDINGS INC | 15,000 | $1.6B | 1.28% | |
| 12 | MRKMERCK & CO INC | 15,410 | $1.2B | 1.00% | |
| 13 | ADAGADAGENE INC | 126,032 | $245.8M | 0.20% | |
| 14 | RVLVREVOLVE GROUP INC | 10,000 | $200.5M | 0.16% |