StockDriftsStockDriftsTop 28 Kamunting Street Capital Management L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ET | ENERGY TRANSFER L P | 17.04% | 1.62M | $31.2M | -30.22%(-700.00K) | $15.83(+27.27%) | 2026-03-31 | |
| EPD | ENTERPRISE PRODS PARTNERS L | 13.71% | 663.0K | $25.1M | -2.98%(-20.39K) | $26.54(+47.83%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 10.21% | 65.0K | $18.7M | +18.18%(+10.00K) | $183.71(+115.98%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 7.38% | 40.0K | $13.5M | new | $304.36(+183.88%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.94% | 52.2K | $10.9M | -32.39%(-25.00K) | $219.54(+20.31%) | 2026-03-31 | |
| IBIT | ISHARES BITCOIN TRUST ETF | 5.67% | 270.2K | $10.4M | +38.43%(+75.00K) | $47.65(-5.95%) | 2026-03-31 | |
| BX | BLACKSTONE INC | 5.65% | 90.0K | $10.3M | new | $134.56(-12.39%) | 2026-03-31 | |
| BABA | ALIBABA GROUP HLDG LTD | 4.8% | 70.0K | $8.8M | +40.00%(+20.00K) | $136.95(-3.18%) | 2026-03-31 | |
| META | META PLATFORMS INC | 4.69% | 15.0K | $8.6M | new | $577.52(+6.36%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.24% | 22.9K | $7.8M | -30.36%(-10.00K) | $181.75(+122.48%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.97% | +72.66% |
| Top 20 Holdings Unweighted | +16.89% | +59.70% |
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