Cunning Capital Partners, LP

Est. AUM

$196.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$17.3M	99478	8.83%	SOLE
2	KLA CORP	COM NEW	$11.6M	7905	5.92%	SOLE
3	CELESTICA INC	COM	$11.3M	40047	5.74%	SOLE
4	APPLOVIN CORP	COM CL A	$11.2M	28037	5.68%	SOLE
5	ALPHABET INC	CAP STK CL C	$8.0M	27800	4.06%	SOLE
6	MORGAN STANLEY	COM NEW	$7.5M	45796	3.83%	SOLE
7	BROADCOM INC	COM	$7.5M	24151	3.80%	SOLE
8	TAPESTRY INC	COM	$7.1M	50261	3.61%	SOLE
9	META PLATFORMS INC-CLASS A	CL A	$6.9M	12036	3.50%	SOLE
10	ADVANCE MICRO DEVICES	COM	$5.6M	27750	2.87%	SOLE
11	INTL BUSINESS MACHINES CORP	COM	$5.5M	22844	2.82%	SOLE
12	QUANTA SERVICES INC	COM	$4.9M	8839	2.47%	SOLE
13	WILLIAMS-SONOMA INC	COM	$4.4M	23863	2.21%	SOLE
14	CARDINAL HEALTH INC	COM	$4.0M	19031	2.05%	SOLE
15	NRG ENERGY INC	COM NEW	$3.9M	26632	1.98%	SOLE
16	NETFLIX INC	COM	$3.8M	39970	1.96%	SOLE
17	UNITED RENTAL INC	COM	$3.2M	4390	1.63%	SOLE
18	DELL TECHNOLOGIES INC	CL C	$3.1M	18750	1.57%	SOLE
19	WELLS FARGO CO NEW	COM	$3.1M	38454	1.56%	SOLE
20	CONSTELLATION ENERGY CORP	COM	$3.0M	10887	1.55%	SOLE
21	AMERICAN EXPRESS CO	COM	$3.0M	10012	1.54%	SOLE
22	AMAZON COM INC	COM	$3.0M	14440	1.53%	SOLE
23	HCA HEALTHCARE INC	COM	$2.7M	5775	1.39%	SOLE
24	MCKESSON CORP	COM	$2.7M	3137	1.38%	SOLE
25	AUTONATION INC	COM	$2.5M	12777	1.27%	SOLE
26	PALANTIR TECHNOLOGIES	CL A	$2.5M	17000	1.27%	SOLE
27	JABIL INC	COM	$2.5M	9270	1.25%	SOLE
28	SIMON PROPERTY GRP INC NEW	COM	$2.5M	13189	1.25%	SOLE
29	HARTFORD FINL SVCS GROUP INC	COM	$2.4M	17698	1.22%	SOLE
30	ORACLE CORP	CIN	$2.3M	15541	1.16%	SOLE
31	UNIVERSAL HEALTH SERVICES INC	CL B	$2.2M	12528	1.14%	SOLE
32	T-MOBILE US INC	COM	$2.2M	10609	1.13%	SOLE
33	APPLE INC	COM	$2.2M	8640	1.12%	SOLE
34	CHEVRON CORP	COM	$2.2M	10435	1.10%	SOLE
35	ELI LILLY & CO	COM	$2.2M	2342	1.10%	SOLE
36	CHUBB LIMITED	COM	$2.0M	6229	1.03%	SOLE
37	PROGRESSIVE CORP OHIO	COM	$1.8M	9311	0.94%	SOLE
38	MICROSOFT CORP	COM	$1.8M	4862	0.92%	SOLE
39	SERVICENOW INC	COM	$1.8M	17025	0.91%	SOLE
40	CARRIER GLOBAL CORP	COM	$1.8M	31613	0.91%	SOLE
41	CROWDSTRIKE HLDGS INC	CL A	$1.6M	4200	0.83%	SOLE
42	CORPAY INC	COM SHS	$1.6M	5399	0.80%	SOLE
43	ISHARES TR	FLTG RATE NT ETF	$1.5M	29000	0.75%	SOLE
44	SAP SE	SPON ADR	$1.4M	8407	0.73%	SOLE
45	VEEVA SYS INC	CL A COM	$1.3M	7671	0.69%	SOLE
46	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.3M	16200	0.68%	SOLE
47	CIGNA CORP NEW	COM	$1.2M	4643	0.63%	SOLE
48	H&R BLOCK INC	COM	$1.2M	37360	0.60%	SOLE
49	BUILDERS FIRSTSOURCE INC	COM	$1.1M	13970	0.59%	SOLE
50	ROBINHOOD MKTS INC	COM CL A	$1.1M	16600	0.59%	SOLE

1–50 of 56

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.