Cunning Capital Partners, LP
55 holdingsFiling period: 2026-06-30Current AUM: $230.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | KLAC | KLA CORP | 79.0K | $23.9M | $13.3M | 5.76% | +71.1K | 2026-06-30 |
| 2 | NVDA | NVIDIA CORPORATION | 99.5K | $19.9M | $21.1M | 9.15% | -- | 2026-06-30 |
| 3 | AMD | ADVANCE MICRO DEVICES | 27.8K | $16.1M | $14.0M | 6.06% | -- | 2026-06-30 |
| 4 | CLS | CELESTICA INC | 40.0K | $14.6M | $12.7M | 5.50% | -- | 2026-06-30 |
| 5 | APP | APPLOVIN CORP | 28.0K | $14.4M | $9.3M | 4.03% | -- | 2026-06-30 |
| 6 | GOOG | ALPHABET INC | 27.8K | $9.8M | $9.5M | 4.11% | -- | 2026-06-30 |
| 7 | MS | MORGAN STANLEY | 45.8K | $9.6M | $9.4M | 4.09% | -- | 2026-06-30 |
| 8 | AVGO | BROADCOM INC | 24.2K | $9.1M | $8.2M | 3.55% | -- | 2026-06-30 |
| 9 | DELL | DELL TECHNOLOGIES INC | 18.8K | $8.1M | $10.2M | 4.42% | -- | 2026-06-30 |
| 10 | TPR | TAPESTRY INC | 50.3K | $7.4M | $5.9M | 2.55% | -- | 2026-06-30 |
| 11 | META | META PLATFORMS INC-CLASS A | 12.0K | $6.8M | $8.1M | 3.50% | -- | 2026-06-30 |
| 12 | IBM | INTL BUSINESS MACHINES CORP | 22.8K | $6.4M | $5.7M | 2.46% | -- | 2026-06-30 |
| 13 | PWR | QUANTA SERVICES INC | 8.8K | $6.4M | $5.4M | 2.35% | -- | 2026-06-30 |
| 14 | WSM | WILLIAMS-SONOMA INC | 23.9K | $5.6M | $5.3M | 2.29% | -- | 2026-06-30 |
| 15 | URI | UNITED RENTAL INC | 4.4K | $5.0M | $4.3M | 1.88% | -- | 2026-06-30 |
| 16 | CAH | CARDINAL HEALTH INC | 19.0K | $4.5M | $4.4M | 1.92% | -- | 2026-06-30 |
| 17 | NRG | NRG ENERGY INC | 26.6K | $3.9M | $2.8M | 1.22% | -- | 2026-06-30 |
| 18 | JBL | JABIL INC | 9.3K | $3.6M | $2.7M | 1.19% | -- | 2026-06-30 |
| 19 | AMZN | AMAZON COM INC | 14.4K | $3.4M | $3.6M | 1.55% | -- | 2026-06-30 |
| 20 | AXP | AMERICAN EXPRESS CO | 10.0K | $3.4M | $3.2M | 1.41% | -- | 2026-06-30 |
| 21 | CRWD | CROWDSTRIKE HLDGS INC | 4.2K | $3.2M | $4.1M | 1.77% | -- | 2026-06-30 |
| 22 | WFC | WELLS FARGO CO NEW | 38.5K | $3.2M | $3.5M | 1.50% | -- | 2026-06-30 |
| 23 | SPG | SIMON PROPERTY GRP INC NEW | 13.2K | $3.0M | $2.7M | 1.17% | -- | 2026-06-30 |
| 24 | NFLX | NETFLIX INC | 40.0K | $2.9M | $3.1M | 1.35% | -- | 2026-06-30 |
| 25 | LLY | ELI LILLY & CO | 2.3K | $2.8M | $2.7M | 1.15% | -- | 2026-06-30 |
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