Allan C. Teh
Kamunting Street Capital Management, L.p.
Assets Managed
$183.035M
Holdings
28
Last Quarter
2026 - Q1
Filed Date
1mo 2d ago
Growth Rate
24.83%(2Q avg: 16.97%)
Sustained Growth
3 quarters
Portfolio positions
This chart displays the top 10 holdings in Kamunting Street Capital Management, L.p.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 28 positions.
Assets under management
The assets under management (AUM) of Kamunting Street Capital Management, L.p. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 183.035M in assets, with a quarterly growth rate of 24.83% and a 2-quarter average growth rate of 16.97%. The portfolio is managed by Allan C. Teh, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
ET Energy Transfer Lp
| 17.05% | $31.193M 1.616M shares@ $19.31 avg price | Decreased -30.22% |
EPD Enterprise Products Partners
| 13.71% | $25.087M 662,964 shares@ $37.85 avg price | Decreased -2.98% |
GOOGL Alphabet Inc-cl A
| 10.22% | $18.691M 65,000 shares@ $287.56 avg price | Increased 18.19% |
MU Micron Technology Inc
| 7.39% | $13.514M 40,000 shares@ $337.85 avg price | New Position |
AMZN Amazon.com Inc
| 5.94% | $10.868M 52,183 shares@ $208.27 avg price | Decreased -32.39% |
IBIT Ishares Bitcoin Trust Etf
| 5.68% | $10.38M 270,181 shares@ $38.42 avg price | Increased 38.43% |
BX Blackstone Inc
| 5.66% | $10.349M 90,000 shares@ $114.99 avg price | New Position |
BABA Alibaba Group Holding-sp Adr
| 4.8% | $8.782M 70,000 shares@ $125.46 avg price | Increased 40% |
META Meta Platforms Inc-class A
| 4.69% | $8.582M 15,000 shares@ $572.14 avg price | New Position |
TSM Taiwan Semiconductor-sp Adr
| 4.24% | $7.752M 22,939 shares@ $337.94 avg price | Decreased -30.35% |
1-10 of 28