13F HOLDINGS REPORT
Cunning Capital Partners, LP
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001571075-25-000005
Total Value
$215,831
Positions
55
Other Managers
0
Confidential Omitted
No
Holdings (55)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 28,037 | $20,146 | 9.33% |
| 2 | NVIDIA CORPORATION | NVDA | 99,478 | $18,561 | 8.60% |
| 3 | CELESTICA INC | CLS | 40,047 | $9,867 | 4.57% |
| 4 | META PLATFORMS INC-CLASS A | META | 12,036 | $8,839 | 4.10% |
| 5 | KLA CORP | KLAC | 7,905 | $8,526 | 3.95% |
| 6 | BROADCOM INC | AVGO | 24,151 | $7,968 | 3.69% |
| 7 | MORGAN STANLEY | MS-PQ | 45,796 | $7,280 | 3.37% |
| 8 | ALPHABET INC | GOOG | 27,800 | $6,771 | 3.14% |
| 9 | INTL BUSINESS MACHINES CORP | INTR | 22,844 | $6,446 | 2.99% |
| 10 | TAPESTRY INC | TPR | 50,261 | $5,691 | 2.64% |
| 11 | NETFLIX INC | NFLX | 3,997 | $4,792 | 2.22% |
| 12 | WILLIAMS-SONOMA INC | WSM | 23,863 | $4,664 | 2.16% |
| 13 | ADVANCE MICRO DEVICES | AMD | 27,750 | $4,490 | 2.08% |
| 14 | HCA HEALTHCARE INC | HCA | 10,470 | $4,462 | 2.07% |
| 15 | ORACLE CORP | ORCL-PD | 15,541 | $4,371 | 2.03% |
| 16 | NRG ENERGY INC | NRG | 26,632 | $4,313 | 2.00% |
| 17 | UNITED RENTAL INC | URI | 4,390 | $4,191 | 1.94% |
| 18 | QUANTA SERVICES INC | 74762E102 | 8,839 | $3,663 | 1.70% |
| 19 | CONSTELLATION ENERGY CORP | CEG | 10,887 | $3,583 | 1.66% |
| 20 | AMERICAN EXPRESS CO | AXP | 10,012 | $3,326 | 1.54% |
| 21 | WELLS FARGO CO NEW | 949746101 | 38,454 | $3,223 | 1.49% |
| 22 | AMAZON COM INC | AMZN | 14,440 | $3,171 | 1.47% |
| 23 | SERVICENOW INC | NOW | 3,405 | $3,134 | 1.45% |
| 24 | PALANTIR TECHNOLOGIES | PLTR | 17,000 | $3,101 | 1.44% |
| 25 | CARDINAL HEALTH INC | CAH | 19,031 | $2,987 | 1.38% |
| 26 | AUTONATION INC | AN | 12,777 | $2,795 | 1.29% |
| 27 | DELL TECHNOLOGIES INC | DELL | 18,750 | $2,658 | 1.23% |
| 28 | UNIVERSAL HEALTH SERVICES INC | 913903100 | 12,528 | $2,561 | 1.19% |
| 29 | T-MOBILE US INC | TMUSZ | 10,609 | $2,540 | 1.18% |
| 30 | MICROSOFT CORP | MSFT | 4,862 | $2,518 | 1.17% |
| 31 | SIMON PROPERTY GRP INC NEW | 828806109 | 13,189 | $2,475 | 1.15% |
| 32 | MCKESSON CORP | MCK | 3,137 | $2,423 | 1.12% |
| 33 | ROBINHOOD MKTS INC | 770700102 | 16,600 | $2,377 | 1.10% |
| 34 | HARTFORD FINL SVCS GROUP INC | HIG-PG | 17,698 | $2,361 | 1.09% |
| 35 | PROGRESSIVE CORP OHIO | 743315103 | 9,311 | $2,299 | 1.07% |
| 36 | VEEVA SYS INC | VEEV | 7,671 | $2,285 | 1.06% |
| 37 | SAP SE | SAPGF | 8,407 | $2,246 | 1.04% |
| 38 | APPLE INC | AAPL | 8,640 | $2,200 | 1.02% |
| 39 | ISHARES TR | 46429B655 | 43,000 | $2,197 | 1.02% |
| 40 | CROWDSTRIKE HLDGS INC | CRWD | 4,200 | $2,060 | 0.95% |
| 41 | JABIL INC | JBL | 9,270 | $2,013 | 0.93% |
| 42 | H&R BLOCK INC | BSQKZ | 37,360 | $1,889 | 0.88% |
| 43 | CARRIER GLOBAL CORP | CARR | 31,613 | $1,887 | 0.87% |
| 44 | AXON ENTERPRISE INC | AXON | 2,627 | $1,885 | 0.87% |
| 45 | ELI LILLY & CO | LLY | 2,342 | $1,787 | 0.83% |
| 46 | CHUBB LIMITED | CB | 6,229 | $1,758 | 0.81% |
| 47 | REDDIT INC | RDDT | 7,550 | $1,736 | 0.80% |
| 48 | BUILDERS FIRSTSOURCE INC | BLDR | 13,970 | $1,694 | 0.78% |
| 49 | CHEVRON CORP | CVX | 10,435 | $1,620 | 0.75% |
| 50 | CORPAY INC | CPAY | 5,399 | $1,555 | 0.72% |
| 51 | VANGUARD SCOTTSDALE FDS | 92206C870 | 16,200 | $1,363 | 0.63% |
| 52 | CIGNA CORP NEW | 125523100 | 4,643 | $1,338 | 0.62% |
| 53 | ISHARES TR | 464288679 | 10,000 | $1,105 | 0.51% |
| 54 | ISHARES TR | 464288687 | 10,500 | $332 | 0.15% |
| 55 | VANGUARD SCOTTSDALE FDS | 92206C409 | 3,850 | $308 | 0.14% |