Kamunting Street Capital Management, L.P.
MIAMI BEACH FL · SEC CIK 0001317267
$1.79亿2026Q2 申报市值
25持仓数
81.5%前十大占比 · 第一大 16.6%
4 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CEG 新建仓+$993.50万
ACN 新建仓+$622.20万
META 加仓+$563.28万
EPD 加仓+$530.43万
BX 加仓+$525.28万
2026Q2 卖出最多 按季末市值估算
GOOGL 减仓-$1,608.08万
MU 清仓-$1,351.40万
UNH 清仓-$676.50万
AMZN 减仓-$528.69万
ET 减仓-$404.33万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| EPD | ENTERPRISE PRODS PARTNERS L | $2,967.50万 | 16.61% | 807,258 | 144,294 | 21.8% | $530.43万 | 加仓 |
| ET | ENERGY TRANSFER L P | $2,685.90万 | 15.04% | 1,404,742 | -211,468 | -13.1% | -$404.33万 | 减仓 |
| BX | BLACKSTONE INC | $1,584.30万 | 8.87% | 134,641 | 44,641 | 49.6% | $525.28万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,582.10万 | 8.86% | 33,129 | 10,190 | 44.4% | $486.63万 | 加仓 |
| META | META PLATFORMS INC | $1,408.20万 | 7.88% | 25,000 | 10,000 | 66.7% | $563.28万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,000.50万 | 5.60% | 50,000 | 10,000 | 25.0% | $200.10万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $993.50万 | 5.56% | 40,000 | 40,000 | — | $993.50万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $815.80万 | 4.57% | 85,000 | 15,000 | 21.4% | $143.96万 | 加仓 |
| CNC | CENTENE CORP DEL | $802.40万 | 4.49% | 125,000 | -45,000 | -26.5% | -$288.86万 | 减仓 |
| AMZN | AMAZON COM INC | $715.00万 | 4.00% | 30,000 | -22,183 | -42.5% | -$528.69万 | 减仓 |
| GOOGL | ALPHABET INC | $714.70万 | 4.00% | 20,000 | -45,000 | -69.2% | -$1,608.08万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $622.20万 | 3.48% | 50,000 | 50,000 | — | $622.20万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $533.20万 | 2.98% | 160,181 | -110,000 | -40.7% | -$366.16万 | 减仓 |
| CRM | SALESFORCE INC | $391.70万 | 2.19% | 25,000 | 15,000 | 150.0% | $235.02万 | 加仓 |
| PDD | PDD HOLDINGS INC | $283.50万 | 1.59% | 37,162 | 37,162 | — | $283.50万 | 新建仓 |
| LBRT | LIBERTY ENERGY INC | $261.90万 | 1.47% | 100,000 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $205.00万 | 1.15% | 10,000 | 10,000 | — | $205.00万 | 新建仓 |
| VST | VISTRA CORP | $79.30万 | 0.44% | 5,000 | -5,000 | -50.0% | -$79.30万 | 减仓 |
| — | ENERGY TRANSFER L P | $73.90万 | 0.41% | 64,481 | 0 | 0.0% | — | 不变 |
| — | 1RT ACQUISITION CORP. | $62.00万 | 0.35% | 60,000 | 0 | 0.0% | — | 不变 |
| RVLV | REVOLVE GROUP INC | $22.90万 | 0.13% | 10,000 | 0 | 0.0% | — | 不变 |
| PCAP | PROCAP ACQUISITION CORP | $20.60万 | 0.12% | 20,000 | 0 | 0.0% | — | 不变 |
| — | ADAGENE INC | $16.00万 | 0.09% | 38,070 | 0 | 0.0% | — | 不变 |
| CEPF | CANTOR EQUITY PARTNERS IV IN | $10.40万 | 0.06% | 10,000 | 0 | 0.0% | — | 不变 |
| CEPV | CANTOR EQUITY PARTNERS V INC | $10.30万 | 0.06% | 10,000 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -40,000 | -100.0% | -$1,351.40万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -25,000 | -100.0% | -$676.50万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -50,000 | -100.0% | -$340.70万 | 清仓 |
| RH | RH | $0 | 0.00% | 0 | -19,600 | -100.0% | -$274.00万 | 清仓 |
| NBIS | NEBIUS GROUP N.V. | $0 | 0.00% | 0 | -25,000 | -100.0% | -$259.40万 | 清仓 |
| DVN | DEVON ENERGY CORP NEW | $0 | 0.00% | 0 | -25,000 | -100.0% | -$125.80万 | 清仓 |
| — | NAKAMOTO INC | $0 | 0.00% | 0 | -615,156 | -100.0% | -$13.60万 | 清仓 |