13F HOLDINGS REPORT
Cunning Capital Partners, LP
Quarter ended Q2 2025 · Filed August 18, 2025 · Accession 0001571075-25-000004
Total Value
$191,950
Positions
55
Other Managers
0
Confidential Omitted
No
Holdings (55)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 99,478 | $15,717 | 8.19% |
| 2 | APPLOVIN CORP | APP | 33,497 | $11,727 | 6.11% |
| 3 | META PLATFORMS INC-CLASS A | META | 12,036 | $8,884 | 4.63% |
| 4 | MORGAN STANLEY | MS-PQ | 58,541 | $8,246 | 4.30% |
| 5 | CELESTICA INC | CLS | 52,165 | $8,143 | 4.24% |
| 6 | KLA CORP | KLAC | 7,905 | $7,081 | 3.69% |
| 7 | INTL BUSINESS MACHINES CORP | INTR | 22,844 | $6,734 | 3.51% |
| 8 | BROADCOM INC | AVGO | 24,151 | $6,657 | 3.47% |
| 9 | NETFLIX INC | NFLX | 3,997 | $5,353 | 2.79% |
| 10 | ALPHABET INC | GOOG | 27,800 | $4,931 | 2.57% |
| 11 | TAPESTRY INC | TPR | 50,261 | $4,413 | 2.30% |
| 12 | NRG ENERGY INC | NRG | 26,632 | $4,277 | 2.23% |
| 13 | HCA HEALTHCARE INC | HCA | 10,470 | $4,011 | 2.09% |
| 14 | ADVANCE MICRO DEVICES | AMD | 27,750 | $3,938 | 2.05% |
| 15 | WILLIAMS-SONOMA INC | WSM | 23,863 | $3,898 | 2.03% |
| 16 | CONSTELLATION ENERGY CORP | CEG | 10,887 | $3,514 | 1.83% |
| 17 | SERVICENOW INC | NOW | 3,405 | $3,501 | 1.82% |
| 18 | ORACLE CORP | ORCL-PD | 15,541 | $3,398 | 1.77% |
| 19 | QUANTA SERVICES INC | 74762E102 | 8,839 | $3,342 | 1.74% |
| 20 | UNITED RENTAL INC | URI | 4,390 | $3,307 | 1.72% |
| 21 | CARDINAL HEALTH INC | CAH | 19,031 | $3,197 | 1.67% |
| 22 | AMERICAN EXPRESS CO | AXP | 10,012 | $3,194 | 1.66% |
| 23 | AMAZON COM INC | AMZN | 14,440 | $3,168 | 1.65% |
| 24 | WELLS FARGO CO NEW | 949746101 | 38,454 | $3,081 | 1.61% |
| 25 | SAP SE | SAPGF | 8,407 | $2,557 | 1.33% |
| 26 | AUTONATION INC | AN | 12,777 | $2,538 | 1.32% |
| 27 | T-MOBILE US INC | TMUSZ | 10,609 | $2,528 | 1.32% |
| 28 | PROGRESSIVE CORP OHIO | 743315103 | 9,311 | $2,485 | 1.29% |
| 29 | MICROSOFT CORP | MSFT | 4,862 | $2,418 | 1.26% |
| 30 | PALANTIR TECHNOLOGIES | PLTR | 17,000 | $2,317 | 1.21% |
| 31 | CARRIER GLOBAL CORP | CARR | 31,613 | $2,314 | 1.21% |
| 32 | MCKESSON CORP | MCK | 3,137 | $2,299 | 1.20% |
| 33 | DELL TECHNOLOGIES INC | DELL | 18,750 | $2,299 | 1.20% |
| 34 | UNIVERSAL HEALTH SERVICES INC | 913903100 | 12,528 | $2,269 | 1.18% |
| 35 | HARTFORD FINL SVCS GROUP INC | HIG-PG | 17,698 | $2,245 | 1.17% |
| 36 | VEEVA SYS INC | VEEV | 7,671 | $2,209 | 1.15% |
| 37 | ISHARES TR | 46429B655 | 43,000 | $2,194 | 1.14% |
| 38 | CROWDSTRIKE HLDGS INC | CRWD | 4,200 | $2,139 | 1.11% |
| 39 | SIMON PROPERTY GRP INC NEW | 828806109 | 13,189 | $2,120 | 1.10% |
| 40 | H&R BLOCK INC | BSQKZ | 37,360 | $2,051 | 1.07% |
| 41 | MARVELL TECHNOLOGY INC | MRVL | 24,708 | $1,912 | 1.00% |
| 42 | ELI LILLY & CO | LLY | 2,342 | $1,826 | 0.95% |
| 43 | CHUBB LIMITED | CB | 6,229 | $1,805 | 0.94% |
| 44 | LOWE'S COS INC | 548661107 | 8,093 | $1,796 | 0.94% |
| 45 | CORPAY INC | CPAY | 5,399 | $1,791 | 0.93% |
| 46 | APPLE INC | AAPL | 8,640 | $1,773 | 0.92% |
| 47 | BUILDERS FIRSTSOURCE INC | BLDR | 13,970 | $1,630 | 0.85% |
| 48 | CIGNA CORP NEW | 125523100 | 4,643 | $1,535 | 0.80% |
| 49 | CHEVRON CORP | CVX | 10,435 | $1,494 | 0.78% |
| 50 | SALESFORCE INC | CRM | 5,121 | $1,396 | 0.73% |
| 51 | VANGUARD SCOTTSDALE FDS | 92206C870 | 16,200 | $1,343 | 0.70% |
| 52 | GARTNER INC | IT | 3,217 | $1,300 | 0.68% |
| 53 | ISHARES TR | 464288679 | 10,000 | $1,104 | 0.58% |
| 54 | VANGUARD SCOTTSDALE FDS | 92206C409 | 3,850 | $306 | 0.16% |
| 55 | ISHARES TR | 464288687 | 8,000 | $245 | 0.13% |