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Cunning Capital Partners, LP
Period ended Jun 30, 2026 · Latest filing Aug 11, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $247,764
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- KLA CORP · COM NEW · 482480100 · shares: $23,850
- NVIDIA CORPORATION · COM · 67066G104 · shares: $19,905
- ADVANCE MICRO DEVICES · COM · 007903107 · shares: $16,120
- CELESTICA INC · COM · 15101Q207 · shares: $14,609
- APPLOVIN CORP · COM CL A · 03831W108 · shares: $14,446
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $9,823
- MORGAN STANLEY · COM NEW · 617446448 · shares: $9,573
- BROADCOM INC · COM · 11135F101 · shares: $9,123
- DELL TECHNOLOGIES INC · CL C · 24703L202 · shares: $8,090
- TAPESTRY INC · COM · 876030107 · shares: $7,357
Reported holdings
55 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| KLA CORP | COM NEW | 482480100 | — | 79,050 shares | $23,850 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 99,478 shares | $19,905 |
| ADVANCE MICRO DEVICES | COM | 007903107 | — | 27,750 shares | $16,120 |
| CELESTICA INC | COM | 15101Q207 | — | 40,047 shares | $14,609 |
| APPLOVIN CORP | COM CL A | 03831W108 | — | 28,037 shares | $14,446 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 27,800 shares | $9,823 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 45,796 shares | $9,573 |
| BROADCOM INC | COM | 11135F101 | — | 24,151 shares | $9,123 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 18,750 shares | $8,090 |
| TAPESTRY INC | COM | 876030107 | — | 50,261 shares | $7,357 |
| META PLATFORMS INC-CLASS A | CL A | 30303M102 | — | 12,036 shares | $6,780 |
| INTL BUSINESS MACHINES CORP | COM | 459200101 | — | 22,844 shares | $6,424 |
| QUANTA SERVICES INC | COM | 74762E102 | — | 8,839 shares | $6,364 |
| WILLIAMS-SONOMA INC | COM | 969904101 | — | 23,863 shares | $5,562 |
| UNITED RENTAL INC | COM | 911363109 | — | 4,390 shares | $4,973 |
| CARDINAL HEALTH INC | COM | 14149Y108 | — | 19,031 shares | $4,521 |
| NRG ENERGY INC | COM NEW | 629377508 | — | 26,632 shares | $3,890 |
| JABIL INC | COM | 466313103 | — | 9,270 shares | $3,573 |
| AMAZON COM INC | COM | 023135106 | — | 14,440 shares | $3,442 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 10,012 shares | $3,387 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 4,200 shares | $3,205 |
| WELLS FARGO CO NEW | COM | 949746101 | — | 38,454 shares | $3,178 |
| SIMON PROPERTY GRP INC NEW | COM | 828806109 | — | 13,189 shares | $2,950 |
| NETFLIX INC | COM | 64110L106 | — | 39,970 shares | $2,854 |
| ELI LILLY & CO | COM | 532457108 | — | 2,342 shares | $2,809 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 10,887 shares | $2,704 |
| APPLE INC | COM | 037833100 | — | 8,640 shares | $2,500 |
| AUTONATION INC | COM | 05329W102 | — | 12,777 shares | $2,374 |
| MCKESSON CORP | COM | 58155Q103 | — | 3,137 shares | $2,370 |
| HARTFORD FINL SVCS GROUP INC | COM | 416515104 | — | 17,698 shares | $2,345 |
| CARRIER GLOBAL CORP | COM | 14448C104 | — | 31,613 shares | $2,319 |
| ORACLE CORP | CIN | 68389X105 | — | 15,541 shares | $2,278 |
| HCA HEALTHCARE INC | COM | 40412C101 | — | 5,775 shares | $2,252 |
| CHUBB LIMITED | COM | H1467J104 | — | 6,229 shares | $2,122 |
| PROGRESSIVE CORP OHIO | COM | 743315103 | — | 9,311 shares | $2,034 |
| PALANTIR TECHNOLOGIES | CL A | 69608A108 | — | 17,000 shares | $1,983 |
| UNIVERSAL HEALTH SERVICES INC | CL B | 913903100 | — | 12,528 shares | $1,863 |
| MICROSOFT CORP | COM | 594918104 | — | 4,862 shares | $1,814 |
| CORPAY INC | COM SHS | 219948106 | — | 5,399 shares | $1,799 |
| T-MOBILE US INC | COM | 872590104 | — | 10,609 shares | $1,779 |
| CHEVRON CORP | COM | 166764100 | — | 10,435 shares | $1,730 |
| SERVICENOW INC | COM | 91762P102 | — | 17,025 shares | $1,690 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | — | 16,600 shares | $1,665 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 | — | 29,000 shares | $1,480 |
| AXON ENTERPRISE INC | COM | 05464C101 | — | 2,627 shares | $1,473 |
| H&R BLOCK INC | COM | 093671105 | — | 37,360 shares | $1,423 |
| VEEVA SYS INC | CL A COM | 922475108 | — | 7,671 shares | $1,361 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 16,200 shares | $1,339 |
| REDDIT INC | CL A | 75734B100 | — | 7,550 shares | $1,311 |
| SAP SE | SPON ADR | 803054204 | — | 8,407 shares | $1,296 |
| CIGNA CORP NEW | COM | 125523100 | — | 4,643 shares | $1,280 |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | — | 13,970 shares | $1,250 |
| ISHARES TR | PFD AND INCM SEC | 464288687 | — | 18,500 shares | $564 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 3,850 shares | $304 |
| ISHARES TR | SHORT TREAS BD | 464288679 | — | 2,300 shares | $254 |