Cunning Capital Partners, LP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Cunning Capital Partners, LP held in its portfolio 56 assets valued at $216,129 (i.e. $216.13K).
The most valuable assets in the portfolio included: APPLOVIN CORP ($18.89K), NVIDIA CORPORATION ($18.55K), and CELESTICA INC ($11.84K).
The chart below shows the top 10 valuable assets, and the table below shows the top 56 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Cunning Capital Partners, LP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLOVIN CORP | 28037 | 18892 | COM CL A |
| NVIDIA CORPORATION | 99478 | 18553 | COM |
| CELESTICA INC | 40047 | 11838 | COM |
| KLA CORP | 7905 | 9605 | COM NEW |
| ALPHABET INC | 27800 | 8724 | CAP STK CL C |
| BROADCOM INC | 24151 | 8359 | COM |
| MORGAN STANLEY | 45796 | 8130 | COM NEW |
| META PLATFORMS INC-CLASS A | 12036 | 7945 | CL A |
| INTL BUSINESS MACHINES CORP | 22844 | 6767 | COM |
| TAPESTRY INC | 50261 | 6422 | COM |
| ADVANCE MICRO DEVICES | 27750 | 5943 | COM |
| WILLIAMS-SONOMA INC | 23863 | 4262 | COM |
| NRG ENERGY INC | 26632 | 4241 | COM NEW |
| CARDINAL HEALTH INC | 19031 | 3911 | COM |
| CONSTELLATION ENERGY CORP | 10887 | 3846 | COM |
| NETFLIX INC | 39970 | 3748 | COM |
| QUANTA SERVICES INC | 8839 | 3731 | COM |
| AMERICAN EXPRESS CO | 10012 | 3704 | COM |
| WELLS FARGO CO NEW | 38454 | 3584 | COM |
| UNITED RENTAL INC | 4390 | 3553 | COM |
| AMAZON COM INC | 14440 | 3333 | COM |
| ORACLE CORP | 15541 | 3029 | CIN |
| PALANTIR TECHNOLOGIES | 17000 | 3022 | CL A |
| UNIVERSAL HEALTH SERVICES INC | 12528 | 2731 | CL B |
| HCA HEALTHCARE INC | 5775 | 2696 | COM |
| AUTONATION INC | 12777 | 2638 | COM |
| SERVICENOW INC | 17025 | 2608 | COM |
| MCKESSON CORP | 3137 | 2573 | COM |
| ELI LILLY & CO | 2342 | 2517 | COM |
| SIMON PROPERTY GRP INC NEW | 13189 | 2441 | COM |
| HARTFORD FINL SVCS GROUP INC | 17698 | 2439 | COM |
| DELL TECHNOLOGIES INC | 18750 | 2360 | CL C |
| MICROSOFT CORP | 4862 | 2351 | COM |
| APPLE INC | 8640 | 2349 | COM |
| T-MOBILE US INC | 10609 | 2154 | COM |
| PROGRESSIVE CORP OHIO | 9311 | 2120 | COM |
| JABIL INC | 9270 | 2114 | COM |
| SAP SE | 8407 | 2042 | SPON ADR |
| CROWDSTRIKE HLDGS INC | 4200 | 1969 | CL A |
| CHUBB LIMITED | 6229 | 1944 | COM |
| ROBINHOOD MKTS INC | 16600 | 1877 | COM CL A |
| REDDIT INC | 7550 | 1736 | CL A |
| VEEVA SYS INC | 7671 | 1712 | CL A COM |
| CARRIER GLOBAL CORP | 31613 | 1670 | COM |
| H&R BLOCK INC | 37360 | 1628 | COM |
| CORPAY INC | 5399 | 1625 | COM SHS |
| CHEVRON CORP | 10435 | 1590 | COM |
| AXON ENTERPRISE INC | 2627 | 1492 | COM |
| ISHARES TR | 29000 | 1475 | FLTG RATE NT ETF |
| BUILDERS FIRSTSOURCE INC | 13970 | 1437 | COM |
| VANGUARD SCOTTSDALE FDS | 16200 | 1357 | INT-TERM CORP |
| CIGNA CORP NEW | 4643 | 1278 | COM |
| HIMS & HERS HEALTH INC | 34200 | 1110 | COM CL A |
| ISHARES TR | 12000 | 372 | PFD AND INCM SEC |
| VANGUARD SCOTTSDALE FDS | 3850 | 307 | SHRT TRM CORP BD |
| ISHARES TR | 2500 | 275 | SHORT TREAS BD |
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