Kamunting Street Capital Management, L.P.
MIAMI BEACH FL · SEC CIK 0001317267
$1.83亿2026Q1 申报市值
28持仓数
79.3%前十大占比 · 第一大 17.0%
7 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MU 重新持有+$1,301.53万
BX 新建仓+$1,034.90万
META 重新持有+$572.13万
UNH 加仓+$405.90万
SLV 新建仓+$340.70万
2026Q1 卖出最多 按季末市值估算
ET 减仓-$1,351.01万
AMZN 减仓-$520.67万
TSM 减仓-$337.94万
NVDA 减仓-$261.60万
CRM 减仓-$93.35万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CEPV | CANTOR EQUITY PARTNERS V INC | $10.10万 | 0.06% | 10,000 | 0 | 0.0% | — | 不变 |
| CEPF | CANTOR EQUITY PARTNERS IV IN | $10.20万 | 0.06% | 10,000 | 0 | 0.0% | — | 不变 |
| — | NAKAMOTO INC | $13.60万 | 0.07% | 615,156 | 0 | 0.0% | — | 不变 |
| — | ADAGENE INC | $14.90万 | 0.08% | 38,070 | -87,962 | -69.8% | -$34.43万 | 减仓 |
| PCAP | PROCAP ACQUISITION CORP | $20.40万 | 0.11% | 20,000 | 0 | 0.0% | — | 不变 |
| RVLV | REVOLVE GROUP INC | $22.60万 | 0.12% | 10,000 | 0 | 0.0% | — | 不变 |
| — | 1RT ACQUISITION CORP. | $61.70万 | 0.34% | 60,000 | 0 | 0.0% | — | 不变 |
| — | ENERGY TRANSFER L P | $74.60万 | 0.41% | 64,481 | 64,481 | — | $74.60万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $125.80万 | 0.69% | 25,000 | 25,000 | — | $125.80万 | 新建仓 |
| VST | VISTRA CORP | $150.30万 | 0.82% | 10,000 | 10,000 | — | $150.30万 | 新建仓 |
| CRM | SALESFORCE INC | $186.70万 | 1.02% | 10,000 | -5,000 | -33.3% | -$93.35万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $259.40万 | 1.42% | 25,000 | 25,000 | — | $259.40万 | 新建仓 |
| RH | RH | $274.00万 | 1.50% | 19,600 | -5,400 | -21.6% | -$75.49万 | 重新持有 |
| LBRT | LIBERTY ENERGY INC | $288.00万 | 1.57% | 100,000 | 100,000 | — | $288.00万 | 新建仓 |
| SLV | ISHARES SILVER TR | $340.70万 | 1.86% | 50,000 | 50,000 | — | $340.70万 | 新建仓 |
| CNC | CENTENE CORP DEL | $556.60万 | 3.04% | 170,000 | 45,000 | 36.0% | $147.34万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $676.50万 | 3.70% | 25,000 | 15,000 | 150.0% | $405.90万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $697.60万 | 3.81% | 40,000 | -15,000 | -27.3% | -$261.60万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $775.20万 | 4.24% | 22,939 | -10,000 | -30.4% | -$337.94万 | 减仓 |
| META | META PLATFORMS INC | $858.20万 | 4.69% | 15,000 | 10,000 | 200.0% | $572.13万 | 重新持有 |
| BABA | ALIBABA GROUP HLDG LTD | $878.20万 | 4.80% | 70,000 | 20,000 | 40.0% | $250.91万 | 加仓 |
| BX | BLACKSTONE INC | $1,034.90万 | 5.65% | 90,000 | 90,000 | — | $1,034.90万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1,038.00万 | 5.67% | 270,181 | 75,000 | 38.4% | $288.14万 | 加仓 |
| AMZN | AMAZON COM INC | $1,086.80万 | 5.94% | 52,183 | -25,000 | -32.4% | -$520.67万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,351.40万 | 7.38% | 40,000 | 38,524 | 2,610.0% | $1,301.53万 | 重新持有 |
| GOOGL | ALPHABET INC | $1,869.10万 | 10.21% | 65,000 | 10,000 | 18.2% | $287.55万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $2,508.70万 | 13.71% | 662,964 | -20,388 | -3.0% | -$77.15万 | 减仓 |
| ET | ENERGY TRANSFER L P | $3,119.30万 | 17.04% | 1,616,210 | -700,000 | -30.2% | -$1,351.01万 | 减仓 |