MondegarAI
Kamunting Street Capital Management, L.P.

Q3 2024 · 13F-HR

Kamunting Street Capital Management, L.P.holdings as filed

Filed 2024-11-14 · accession 0000902664-24-006535

$97.1M
Reported value
13
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
29273V100ETENERGY TRANSFER L P$21.5M22.1%1,336,947CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$20.1M20.8%691,991CommonSOLE
02079K305GOOGLALPHABET INC$14.9M15.4%90,000CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$12.6M12.9%321,153CommonSOLE
595112103MUMICRON TECHNOLOGY INC$5.7M5.87%54,922CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$5.4M5.58%149,800CommonSOLE
G1890L107CPRICAPRI HOLDINGS LIMITED$3.8M3.90%89,132CommonSOLE
722304102PDDPDD HOLDINGS INC$3.7M3.79%27,272CommonSOLE
256677105DGDOLLAR GEN CORP NEW$2.5M2.61%30,000CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.4M2.50%20,000CommonSOLE
47215P106JDJD.COM INC$2.1M2.16%52,416CommonSOLE
67077M108NTRNUTRIEN LTD$1.4M1.39%28,153CommonSOLE
76156B107RVLVREVOLVE GROUP INC$991,2001.02%40,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.