13F HOLDINGS REPORT
Cunning Capital Partners, LP
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001571075-25-000001
Total Value
$166,850
Positions
54
Other Managers
0
Confidential Omitted
No
Holdings (54)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 100,050 | $13,436 | 8.05% |
| 2 | APPLOVIN CORP | APP | 33,690 | $10,910 | 6.54% |
| 3 | MORGAN STANLEY | MS-PQ | 58,878 | $7,402 | 4.44% |
| 4 | META PLATFORMS INC-CLASS A | META | 12,105 | $7,088 | 4.25% |
| 5 | BROADCOM INC | AVGO | 24,290 | $5,631 | 3.37% |
| 6 | ALPHABET INC | GOOG | 27,960 | $5,325 | 3.19% |
| 7 | INTL BUSINESS MACHINES CORP | INTR | 22,975 | $5,051 | 3.03% |
| 8 | KLA CORP | KLAC | 7,950 | $5,009 | 3.00% |
| 9 | CELESTICA INC | CELC | 52,465 | $4,843 | 2.90% |
| 10 | WILLIAMS-SONOMA INC | WSM | 24,000 | $4,444 | 2.66% |
| 11 | SERVICENOW INC | NOW | 3,425 | $3,631 | 2.18% |
| 12 | NETFLIX INC | NFLX | 4,020 | $3,583 | 2.15% |
| 13 | ADVANCE MICRO DEVICES | AMD | 27,910 | $3,371 | 2.02% |
| 14 | TAPESTRY INC | TPR | 50,550 | $3,302 | 1.98% |
| 15 | AMAZON COM INC | AMZN | 14,523 | $3,186 | 1.91% |
| 16 | HCA HEALTHCARE INC | HCA | 10,530 | $3,161 | 1.89% |
| 17 | UNITED RENTAL INC | URI | 4,415 | $3,110 | 1.86% |
| 18 | AMERICAN EXPRESS CO | AXP | 10,070 | $2,989 | 1.79% |
| 19 | UNITEDHEALTH GROUP INC | UNH | 5,780 | $2,924 | 1.75% |
| 20 | QUANTA SERVICES INC | 74762E102 | 8,890 | $2,810 | 1.68% |
| 21 | MARVELL TECHNOLOGY INC | MRVL | 24,850 | $2,745 | 1.65% |
| 22 | WELLS FARGO CO NEW | 949746101 | 38,675 | $2,717 | 1.63% |
| 23 | ORACLE CORP | ORCL-PD | 15,630 | $2,605 | 1.56% |
| 24 | CONSTELLATION ENERGY CORP | CEG | 10,950 | $2,450 | 1.47% |
| 25 | NRG ENERGY INC | NRG | 26,785 | $2,417 | 1.45% |
| 26 | T-MOBILE US INC | TMUSZ | 10,670 | $2,355 | 1.41% |
| 27 | SIMON PROPERTY GRP INC NEW | 828806109 | 13,265 | $2,284 | 1.37% |
| 28 | CARDINAL HEALTH INC | CAH | 19,140 | $2,264 | 1.36% |
| 29 | UNIVERSAL HEALTH SERVICES INC | 913903100 | 12,600 | $2,261 | 1.36% |
| 30 | PROGRESSIVE CORP OHIO | 743315103 | 9,365 | $2,244 | 1.34% |
| 31 | AUTONATION INC | AN | 12,850 | $2,182 | 1.31% |
| 32 | APPLE INC | AAPL | 8,690 | $2,176 | 1.30% |
| 33 | CARRIER GLOBAL CORP | CARR | 31,795 | $2,170 | 1.30% |
| 34 | ISHARES TR | 46429B655 | 41,000 | $2,086 | 1.25% |
| 35 | SAP SE | SAPGF | 8,455 | $2,082 | 1.25% |
| 36 | MICROSOFT CORP | MSFT | 4,890 | $2,061 | 1.24% |
| 37 | LOWE'S COS INC | 548661107 | 8,140 | $2,009 | 1.20% |
| 38 | BUILDERS FIRSTSOURCE INC | BLDR | 14,050 | $2,008 | 1.20% |
| 39 | H&R BLOCK INC | BSQKZ | 37,575 | $1,985 | 1.19% |
| 40 | HARTFORD FINL SVCS GROUP INC | HIG-PG | 17,800 | $1,947 | 1.17% |
| 41 | CORPAY INC | CPAY | 5,430 | $1,838 | 1.10% |
| 42 | ELI LILLY & CO | LLY | 2,355 | $1,818 | 1.09% |
| 43 | MCKESSON CORP | MCK | 3,155 | $1,798 | 1.08% |
| 44 | CHUBB LIMITED | CB | 6,265 | $1,731 | 1.04% |
| 45 | SALESFORCE INC | CRM | 5,150 | $1,722 | 1.03% |
| 46 | VEEVA SYS INC | VEEV | 7,715 | $1,622 | 0.97% |
| 47 | GARTNER INC | IT | 3,235 | $1,567 | 0.94% |
| 48 | CHEVRON CORP | CVX | 10,495 | $1,520 | 0.91% |
| 49 | DRAFTKINGS INC NEW | DKNG | 38,760 | $1,442 | 0.86% |
| 50 | JABIL INC | JBL | 9,750 | $1,403 | 0.84% |
| 51 | CIGNA CORP NEW | 125523100 | 4,670 | $1,290 | 0.77% |
| 52 | ISHARES TR | 464288679 | 11,250 | $1,239 | 0.74% |
| 53 | VANGUARD SCOTTSDALE FDS | 92206C409 | 13,200 | $1,060 | 0.64% |
| 54 | VANGUARD SCOTTSDALE FDS | 92206C870 | 7,000 | $546 | 0.33% |