13F HOLDINGS REPORT
Cunning Capital Partners, LP
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001571075-25-000003
Total Value
$156,892
Positions
54
Other Managers
0
Confidential Omitted
No
Holdings (54)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 99,478 | $10,781 | 6.87% |
| 2 | APPLOVIN CORP | APP | 33,497 | $8,876 | 5.66% |
| 3 | META PLATFORMS INC-CLASS A | META | 12,036 | $6,937 | 4.42% |
| 4 | MORGAN STANLEY | MS-PQ | 58,541 | $6,830 | 4.35% |
| 5 | INTL BUSINESS MACHINES CORP | INTR | 22,844 | $5,680 | 3.62% |
| 6 | KLA CORP | KLAC | 7,905 | $5,374 | 3.43% |
| 7 | ALPHABET INC | GOOG | 27,800 | $4,343 | 2.77% |
| 8 | CELESTICA INC | CLS | 52,165 | $4,111 | 2.62% |
| 9 | BROADCOM INC | AVGO | 24,151 | $4,044 | 2.58% |
| 10 | WILLIAMS-SONOMA INC | WSM | 23,863 | $3,773 | 2.40% |
| 11 | NETFLIX INC | NFLX | 3,997 | $3,727 | 2.38% |
| 12 | HCA HEALTHCARE INC | HCA | 10,470 | $3,618 | 2.31% |
| 13 | TAPESTRY INC | TPR | 50,261 | $3,539 | 2.26% |
| 14 | UNITEDHEALTH GROUP INC | UNH | 5,747 | $3,010 | 1.92% |
| 15 | ADVANCE MICRO DEVICES | AMD | 27,750 | $2,851 | 1.82% |
| 16 | T-MOBILE US INC | TMUSZ | 10,609 | $2,830 | 1.80% |
| 17 | WELLS FARGO CO NEW | 949746101 | 38,454 | $2,761 | 1.76% |
| 18 | UNITED RENTAL INC | URI | 4,390 | $2,751 | 1.75% |
| 19 | AMAZON COM INC | AMZN | 14,440 | $2,747 | 1.75% |
| 20 | SERVICENOW INC | NOW | 3,405 | $2,711 | 1.73% |
| 21 | AMERICAN EXPRESS CO | AXP | 10,012 | $2,694 | 1.72% |
| 22 | PROGRESSIVE CORP OHIO | 743315103 | 9,311 | $2,635 | 1.68% |
| 23 | CARDINAL HEALTH INC | CAH | 19,031 | $2,622 | 1.67% |
| 24 | ISHARES TR | 46429B655 | 50,000 | $2,553 | 1.63% |
| 25 | NRG ENERGY INC | NRG | 26,632 | $2,542 | 1.62% |
| 26 | UNIVERSAL HEALTH SERVICES INC | 913903100 | 12,528 | $2,354 | 1.50% |
| 27 | SAP SE | SAPGF | 8,407 | $2,257 | 1.44% |
| 28 | QUANTA SERVICES INC | 74762E102 | 8,839 | $2,247 | 1.43% |
| 29 | CONSTELLATION ENERGY CORP | CEG | 10,887 | $2,195 | 1.40% |
| 30 | SIMON PROPERTY GRP INC NEW | 828806109 | 13,189 | $2,190 | 1.40% |
| 31 | HARTFORD FINL SVCS GROUP INC | HIG-PG | 17,698 | $2,190 | 1.40% |
| 32 | ORACLE CORP | ORCL-PD | 15,541 | $2,173 | 1.39% |
| 33 | MCKESSON CORP | MCK | 3,137 | $2,111 | 1.35% |
| 34 | AUTONATION INC | AN | 12,777 | $2,069 | 1.32% |
| 35 | H&R BLOCK INC | BSQKZ | 37,360 | $2,051 | 1.31% |
| 36 | CARRIER GLOBAL CORP | CARR | 31,613 | $2,004 | 1.28% |
| 37 | ELI LILLY & CO | LLY | 2,342 | $1,934 | 1.23% |
| 38 | APPLE INC | AAPL | 8,640 | $1,919 | 1.22% |
| 39 | LOWE'S COS INC | 548661107 | 8,093 | $1,888 | 1.20% |
| 40 | CORPAY INC | CPAY | 5,399 | $1,883 | 1.20% |
| 41 | CHUBB LIMITED | CB | 6,229 | $1,881 | 1.20% |
| 42 | MICROSOFT CORP | MSFT | 4,862 | $1,825 | 1.16% |
| 43 | VEEVA SYS INC | VEEV | 7,671 | $1,777 | 1.13% |
| 44 | CHEVRON CORP | CVX | 10,435 | $1,746 | 1.11% |
| 45 | BUILDERS FIRSTSOURCE INC | BLDR | 13,970 | $1,745 | 1.11% |
| 46 | ISHARES TR | 464288679 | 14,000 | $1,546 | 0.99% |
| 47 | CIGNA CORP NEW | 125523100 | 4,643 | $1,528 | 0.97% |
| 48 | MARVELL TECHNOLOGY INC | MRVL | 24,708 | $1,521 | 0.97% |
| 49 | CROWDSTRIKE HLDGS INC | CRWD | 4,200 | $1,481 | 0.94% |
| 50 | PALANTIR TECHNOLOGIES | PLTR | 17,000 | $1,435 | 0.91% |
| 51 | SALESFORCE INC | CRM | 5,121 | $1,374 | 0.88% |
| 52 | GARTNER INC | IT | 3,217 | $1,350 | 0.86% |
| 53 | VANGUARD SCOTTSDALE FDS | 92206C870 | 16,200 | $1,325 | 0.84% |
| 54 | VANGUARD SCOTTSDALE FDS | 92206C409 | 7,000 | $553 | 0.35% |