Holdings
Cunning Capital Partners, LP
As of Jun 30, 2026, Cunning Capital Partners, LP reported 48 positions worth US$240M. Largest: Kla Corporation, Nvidia Corporation and Advanced Micro Devices Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Kla Corporation | 79,050 | US$23.9M | +71,145 | Jun 30, 2026 |
| Nvidia Corporation | 99,478 | US$19.9M | no change | Jun 30, 2026 |
| Advanced Micro Devices Inc | 27,750 | US$16.1M | no change | Jun 30, 2026 |
| Celestica Inc. | 40,047 | US$14.6M | no change | Jun 30, 2026 |
| Applovin Corporation | 28,037 | US$14.4M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 27,486 | US$9.82M | −247 | Jun 30, 2026 |
| Morgan Stanley | 45,796 | US$9.57M | no change | Jun 30, 2026 |
| Broadcom Inc. | 24,151 | US$9.12M | no change | Jun 30, 2026 |
| Dell Technologies Inc. | 18,750 | US$8.09M | no change | Jun 30, 2026 |
| Tapestry, Inc. | 50,261 | US$7.36M | no change | Jun 30, 2026 |