Cunning Capital Partners, LP
56 holdingsFiling period: 2026-03-31Current AUM: $217.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 99.5K | $17.3M | $20.0M | 9.16% | -- | 2026-03-31 |
| 2 | KLAC | KLA CORP | 7.9K | $11.6M | $1.4M | 0.66% | -- | 2026-03-31 |
| 3 | CLS | CELESTICA INC | 40.0K | $11.3M | $13.3M | 6.09% | -- | 2026-03-31 |
| 4 | APP | APPLOVIN CORP | 28.0K | $11.2M | $11.1M | 5.09% | -- | 2026-03-31 |
| 5 | GOOG | ALPHABET INC | 27.8K | $8.0M | $9.9M | 4.55% | -- | 2026-03-31 |
| 6 | MS | MORGAN STANLEY | 45.8K | $7.5M | $9.6M | 4.42% | -- | 2026-03-31 |
| 7 | AVGO | BROADCOM INC | 24.2K | $7.5M | $9.4M | 4.31% | -- | 2026-03-31 |
| 8 | TPR | TAPESTRY INC | 50.3K | $7.1M | $7.7M | 3.51% | -- | 2026-03-31 |
| 9 | META | META PLATFORMS INC-CLASS A | 12.0K | $6.9M | $6.7M | 3.08% | -- | 2026-03-31 |
| 10 | AMD | ADVANCE MICRO DEVICES | 27.8K | $5.6M | $13.2M | 6.06% | -- | 2026-03-31 |
| 11 | IBM | INTL BUSINESS MACHINES CORP | 22.8K | $5.5M | $5.1M | 2.34% | -- | 2026-03-31 |
| 12 | PWR | QUANTA SERVICES INC | 8.8K | $4.9M | $5.9M | 2.71% | -- | 2026-03-31 |
| 13 | WSM | WILLIAMS-SONOMA INC | 23.9K | $4.4M | $5.5M | 2.50% | -- | 2026-03-31 |
| 14 | CAH | CARDINAL HEALTH INC | 19.0K | $4.0M | $4.4M | 2.01% | -- | 2026-03-31 |
| 15 | NRG | NRG ENERGY INC | 26.6K | $3.9M | $3.6M | 1.64% | -- | 2026-03-31 |
| 16 | NFLX | NETFLIX INC | 40.0K | $3.8M | $2.9M | 1.32% | -- | 2026-03-31 |
| 17 | URI | UNITED RENTAL INC | 4.4K | $3.2M | $4.7M | 2.17% | -- | 2026-03-31 |
| 18 | DELL | DELL TECHNOLOGIES INC | 18.8K | $3.1M | $7.6M | 3.49% | -- | 2026-03-31 |
| 19 | WFC | WELLS FARGO CO NEW | 38.5K | $3.1M | $3.3M | 1.53% | -- | 2026-03-31 |
| 20 | CEG | CONSTELLATION ENERGY CORP | 10.9K | $3.0M | $2.9M | 1.31% | -- | 2026-03-31 |
| 21 | AXP | AMERICAN EXPRESS CO | 10.0K | $3.0M | $3.4M | 1.54% | -- | 2026-03-31 |
| 22 | AMZN | AMAZON COM INC | 14.4K | $3.0M | $3.9M | 1.80% | -- | 2026-03-31 |
| 23 | HCA | HCA HEALTHCARE INC | 5.8K | $2.7M | $2.3M | 1.07% | -- | 2026-03-31 |
| 24 | MCK | MCKESSON CORP | 3.1K | $2.7M | $2.7M | 1.23% | -- | 2026-03-31 |
| 25 | AN | AUTONATION INC | 12.8K | $2.5M | $2.7M | 1.25% | -- | 2026-03-31 |
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