Kamunting Street Capital Management, L.P. quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Kamunting Street Capital Management, L.P. opened 3 positions, added to 5, reduced 5, sold out of 6 and left 6 unchanged. The largest increase in value was CEG (+$9,935,000); the largest decrease was MU (-$13,514,000).
- META: Country of operation United States; Class CL A; Shares 2026-03-31 15,000; Shares 2026-06-30 25,000.
- BX: Country of operation United States; Class COM; Shares 2026-03-31 90,000; Shares 2026-06-30 134,641.
- EPD: Country of operation United States; Class COM; Shares 2026-03-31 662,964; Shares 2026-06-30 807,258.
- NVDA: Country of operation United States; Class COM; Shares 2026-03-31 40,000; Shares 2026-06-30 50,000.
Two Form 13F-HR filings compared (SEC CIK 1317267): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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