Cunning Capital Partners, LP reported 55 holdings worth US$248K as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 11, 2026
Cunning Capital Partners, LP reported 55 holdings worth US$248K as of Jun 30, 2026. Largest: Kla Corporation, Nvidia Corporation and Advanced Micro Devices Inc. Filed Aug 11, 2026 (Form 13F).
- Holdings
- 55
- Value as reported
- US$248K
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Kla Corporation | 79,050 | US$23.9M | 9626.1% |
| Nvidia Corporation | 99,478 | US$19.9M | 8033.9% |
| Advanced Micro Devices Inc | 27,750 | US$16.1M | 6506.2% |
| Celestica Inc. | 40,047 | US$14.6M | 5896.3% |
| Applovin Corporation | 28,037 | US$14.4M | 5830.5% |
| Alphabet Inc (google) Class C | 27,486 | US$9.82M | 3964.7% |
| Morgan Stanley | 45,796 | US$9.57M | 3863.8% |
| Broadcom Inc. | 24,151 | US$9.12M | 3682.1% |
| Dell Technologies Inc. | 18,750 | US$8.09M | 3265.2% |
| Tapestry, Inc. | 50,261 | US$7.36M | 2969.4% |
| Meta Platforms, Inc. | 12,036 | US$6.78M | 2736.5% |
| International Business Machines Corporation | 22,844 | US$6.42M | 2592.8% |
| Quanta Services, Inc. | 8,839 | US$6.36M | 2568.6% |
| Williams-sonoma, Inc. | 23,863 | US$5.56M | 2244.9% |
| United Rentals, Inc. | 4,390 | US$4.97M | 2007.2% |
| Cardinal Health, Inc. | 19,031 | US$4.52M | 1824.7% |
| Nrg Energy, Inc. | 26,632 | US$3.89M | 1570.0% |
| Jabil Inc. | 9,270 | US$3.57M | 1442.1% |
| Amazon.com, Inc. | 14,440 | US$3.44M | 1389.2% |
| American Express Company | 10,012 | US$3.39M | 1367.0% |
| Crowdstrike Holdings, Inc. | 4,200 | US$3.21M | 1293.6% |
| Wells Fargo & Company | 38,454 | US$3.18M | 1282.7% |
| Simon Property Group, Inc. | 13,189 | US$2.95M | 1190.6% |
| Netflix, Inc. | 39,970 | US$2.85M | 1151.9% |
| Eli Lilly And Company | 2,342 | US$2.81M | 1133.7% |
| Constellation Energy Corporation | 10,887 | US$2.7M | 1091.4% |
| Apple Inc | 8,640 | US$2.5M | 1009.0% |
| Autonation, Inc. | 12,777 | US$2.37M | 958.2% |
| Mckesson Corporation | 3,137 | US$2.37M | 956.6% |
| The Hartford Insurance Group, Inc. | 17,698 | US$2.35M | 946.5% |
| Carrier Global Corporation | 31,613 | US$2.32M | 936.0% |
| Oracle Corporation | 15,541 | US$2.28M | 919.4% |
| Hca Healthcare, Inc. | 5,775 | US$2.25M | 908.9% |
| Progressive Corporation (the) | 9,311 | US$2.03M | 820.9% |
| Palantir Technologies Inc. | 17,000 | US$1.98M | 800.4% |
| Universal Health Services, Inc. | 12,528 | US$1.86M | 751.9% |
| Microsoft Corp. | 4,862 | US$1.81M | 732.1% |
| Corpay, Inc. | 5,399 | US$1.8M | 726.1% |
| T-mobile Us, Inc. | 10,609 | US$1.78M | 718.0% |
| Chevron Corporation | 10,435 | US$1.73M | 698.2% |
| Robinhood Markets, Inc. | 16,600 | US$1.67M | 672.0% |
| Axon Enterprise, Inc. | 2,627 | US$1.47M | 594.5% |
| H&r Block, Inc. | 37,360 | US$1.42M | 574.3% |
| Veeva Systems Inc. | 7,671 | US$1.36M | 549.3% |
| Reddit, Inc. | 7,550 | US$1.31M | 529.1% |
| Sap Se | 8,407 | US$1.3M | 523.1% |
| The Cigna Group | 4,643 | US$1.28M | 516.6% |
| Builders Firstsource, Inc. | 13,970 | US$1.25M | 504.5% |
| Hims & Hers Health, Inc. | 0 | US$0 | 0.00% |