Cunning Capital Partners, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$197K
Q ending 2026-03-31
Prior quarter
$216K
Q ending 2025-12-31
Change
-9.1% QoQ · +25.3% YoY
Positions
56
reported holdings
Largest positions
All 56 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $17K | 99K |
| Kla Corp | KLAC | Shares | $12K | 8K |
| Celestica Inc | CLS | Shares | $11K | 40K |
| Applovin Corp | APP | Shares | $11K | 28K |
| Alphabet Inc | GOOG | Shares | $8K | 28K |
| Morgan Stanley | MS | Shares | $8K | 46K |
| Broadcom Inc | AVGO | Shares | $7K | 24K |
| Tapestry Inc | TPR | Shares | $7K | 50K |
| Meta Platforms Inc-Class A | META | Shares | $7K | 12K |
| Advance Micro Devices | AMD | Shares | $6K | 28K |
| Intl Business Machines Corp | IBM | Shares | $6K | 23K |
| Quanta Services Inc | PWR | Shares | $5K | 9K |
| Williams-Sonoma Inc | WSM | Shares | $4K | 24K |
| Cardinal Health Inc | CAH | Shares | $4K | 19K |
| Nrg Energy Inc | NRG | Shares | $4K | 27K |
| Netflix Inc | NFLX | Shares | $4K | 40K |
| United Rental Inc | URI | Shares | $3K | 4K |
| Dell Technologies Inc | DELL | Shares | $3K | 19K |
| Wells Fargo Co New | WFC | Shares | $3K | 38K |
| Constellation Energy Corp | CEG | Shares | $3K | 11K |
| American Express Co | AXP | Shares | $3K | 10K |
| Amazon Com Inc | AMZN | Shares | $3K | 14K |
| Hca Healthcare Inc | HCA | Shares | $3K | 6K |
| Mckesson Corp | MCK | Shares | $3K | 3K |
| Autonation Inc | AN | Shares | $2K | 13K |
| Palantir Technologies | PLTR | Shares | $2K | 17K |
| Jabil Inc | JBL | Shares | $2K | 9K |
| Simon Property Grp Inc New | SPG | Shares | $2K | 13K |
| Hartford Finl Svcs Group Inc | HIG | Shares | $2K | 18K |
| Oracle Corp | ORCL | Shares | $2K | 16K |
| Universal Health Services Inc | UHS | Shares | $2K | 13K |
| T-Mobile Us Inc | TMUS | Shares | $2K | 11K |
| Apple Inc | AAPL | Shares | $2K | 9K |
| Chevron Corp | CVX | Shares | $2K | 10K |
| Eli Lilly & Co | LLY | Shares | $2K | 2K |
| Chubb Limited | Shares | $2K | 6K | |
| Progressive Corp Ohio | PGR | Shares | $2K | 9K |
| Microsoft Corp | MSFT | Shares | $2K | 5K |
| Carrier Global Corp | CARR | Shares | $2K | 32K |
| Servicenow Inc | Shares | $2K | 17K | |
| Crowdstrike Hldgs Inc | CRWD | Shares | $2K | 4K |
| Corpay Inc | CPAY | Shares | $2K | 5K |
| Ishares Tr | FLOT | Shares | $1K | 29K |
| Sap Se | SAP | Shares | $1K | 8K |
| Veeva Sys Inc | VEEV | Shares | $1K | 8K |
| Vanguard Scottsdale Fds | VCIT | Shares | $1K | 16K |
| Cigna Corp New | CI | Shares | $1K | 5K |
| H&R Block Inc | HRB | Shares | $1K | 37K |
| Builders Firstsource Inc | BLDR | Shares | $1K | 14K |
| Robinhood Mkts Inc | HOOD | Shares | $1K | 17K |
| Axon Enterprise Inc | AXON | Shares | $1K | 3K |
| Reddit Inc | RDDT | Shares | $1K | 8K |
| Hims & Hers Health Inc | HIMS | Shares | $710 | 34K |
| Ishares Tr | PFF | Shares | $394 | 13K |
| Vanguard Scottsdale Fds | VCSH | Shares | $305 | 4K |
| Ishares Tr | SHV | Shares | $276 | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.