Cunning Capital Partners, LP 13F Holdings

CIK 0001571075 · MORRISVILLE, NC

As of Sep 30, 2025, Cunning Capital Partners, LP reported 55 positions worth $215.8K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLOVIN CORPAPPTechnology28,037$20.1K9.33%
NVIDIA CORPNVDATechnology99,478 8.6K8.60%
CELESTICA INCCLSTechnology40,047$9.9K4.57%
META PLATFORMS INCMETACommunication Services12,036$8.8K4.10%
KLA CORPKLACTechnology7,905$8.5K3.95%
BROADCOM INCAVGOTechnology24,151$8.0K3.69%
MORGAN STANLEYMSFinancial Services45,796$7.3K3.37%
ALPHABET INCGOOGEquity27,800$6.8K3.14%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology22,844$6.4K2.99%
TAPESTRY INCTPRConsumer Cyclical50,261$5.7K2.64%
NETFLIX INCNFLXCommunication Services3,997$4.8K2.22%
WILLIAMS SONOMA INCWSMConsumer Cyclical23,863$4.7K2.16%
ADVANCED MICRO DEVICES INCAMDEquity27,750$4.5K2.08%
HCA HEALTHCARE INCHCAHealthcare10,470$4.5K2.07%
ORACLE CORPORCLTechnology15,541$4.4K2.03%
NRG ENERGY INCNRGUtilities26,632$4.3K2.00%
UNITED RENTALS INCURIIndustrials4,390$4.2K1.94%
QUANTA SERVICES INCPWRIndustrials8,839$3.7K1.70%
CONSTELLATION ENERGY CORPCEGUtilities10,887$3.6K1.66%
AMERICAN EXPRESS COAXPFinancial Services10,012$3.3K1.54%
WELLS FARGO & COMPANYWFCFinancial Services38,454$3.2K1.49%
AMAZON.COM INCAMZNEquity14,440$3.2K1.47%
SERVICENOW INC——3,405$3.1K1.45%
PALANTIR TECHNOLOGIES INCPLTRTechnology17,000$3.1K1.44%
CARDINAL HEALTH INCCAHHealthcare19,031$3.0K1.38%