Kamunting Street Capital Management, L.P. Portfolio Holdings by Sector

Kamunting Street Capital Management, L.P.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Oil & Gas Midstream \| Energy ET EPD 2 stocks	$53,475 37.6% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$38,588 27.13% of portfolio	2	-	2	-	0 Calls 0 Puts
Semiconductors \| Technology TSM NVDA MU 3 stocks	$27,812 19.56% of portfolio	3	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive TGT 1 stocks	$9,652 6.79% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical BABA PDD RVLV 3 stocks	$4,633 3.26% of portfolio	-	2	-	-	0 Calls 0 Puts
ETFs \| ETFs URA 1 stocks	$4,090 2.88% of portfolio	1	-	-	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical CPRI 1 stocks	$2,797 1.97% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST 1 stocks	$1,174 0.83% of portfolio	1	-	1	-	0 Calls 0 Puts

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