Cunning Capital Partners, LP

13F filer · CIK 0001571075

Reported Aug 11, 2026

Net seller this quarter

13F portfolio value$248MU.S. long equity reported on 13F

Positions490 new · 1 closed

Net flow last quarter-$1.19MBuys minus sells

Top 10 positions weight53.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 202649 positions
KLACKla Corp	$23.9M	9.63%	0.01%	Not reported	Q2 2022
NVDANvidia Corp	$19.9M	8.03%	0.00%	Not reported	Q2 2020
AMDAdvanced Micro Devices Inc	$16.1M	6.51%	0.00%	Not reported	Q4 2023
CLSCelestica Inc	$14.6M	5.90%	0.03%	Not reported	Q1 2025
APPAppLovin Corp	$14.4M	5.83%	0.01%	Not reported	Q4 2023
GOOGAlphabet Inc.	$9.82M	3.96%	Not reported	Not reported	Q1 2021
MSMorgan Stanley	$9.57M	3.86%	0.00%	Not reported	Q2 2022
AVGOBroadcom Inc.	$9.12M	3.68%	0.00%	Not reported	Q4 2022
DELLDell Technologies Inc.	$8.09M	3.27%	0.00%	Not reported	Q2 2025
TPRTapestry, Inc.	$7.36M	2.97%	0.03%	Not reported	Q1 2022
METAMeta Platforms, Inc.	$6.78M	2.74%	Not reported	Not reported	Q2 2020
IBMInternational Business Machines Corp	$6.42M	2.59%	0.00%	Not reported	Q2 2022
PWRQuanta Services, Inc.	$6.36M	2.57%	0.01%	Not reported	Q4 2021
WSMWilliams Sonoma Inc	$5.56M	2.24%	0.02%	Not reported	Q1 2022
URIUnited Rentals, Inc.	$4.97M	2.01%	0.01%	Not reported	Q2 2022
CAHCardinal Health Inc	$4.52M	1.82%	0.01%	Not reported	Q2 2022
NRGNRG Energy, Inc.	$3.89M	1.57%	0.01%	Not reported	Q1 2022
JBLJabil Inc	$3.57M	1.44%	0.01%	Not reported	Q1 2024
AMZNAmazon Com Inc	$3.44M	1.39%	0.00%	Not reported	Q2 2020
AXPAmerican Express Co	$3.39M	1.37%	0.00%	Not reported	Q2 2022
CRWDCrowdStrike Holdings, Inc.	$3.21M	1.29%	0.00%	Not reported	Q2 2020
WFCWells Fargo & Company	$3.18M	1.28%	0.00%	Not reported	Q1 2022
SPGSimon Property Group Inc.	$2.95M	1.19%	164.86%	Not reported	Q2 2022
NFLXNetflix Inc	$2.85M	1.15%	0.00%	Not reported	Q2 2023
LLYELI LILLY & Co	$2.81M	1.13%	0.00%	Not reported	Q1 2024
CEGConstellation Energy Corp	$2.7M	1.09%	0.00%	Not reported	Q3 2023
AAPLApple Inc.	$2.5M	1.01%	0.00%	Not reported	Q1 2021
ANAutonation, Inc.	$2.37M	0.96%	0.04%	Not reported	Q1 2022
MCKMckesson Corp	$2.37M	0.96%	0.00%	Not reported	Q4 2022
HIGHartford Insurance Group, Inc.	$2.35M	0.95%	0.01%	Not reported	Q2 2023
CARRCARRIER GLOBAL Corp	$2.32M	0.94%	0.00%	Not reported	Q1 2021
ORCLOracle Corp	$2.28M	0.92%	0.00%	Not reported	Q2 2022
HCAHCA Healthcare, Inc.	$2.25M	0.91%	0.00%	Not reported	Q2 2021
CBChubb Ltd	$2.12M	0.86%	0.00%	Not reported	Q2 2023
PGRProgressive Corp	$2.03M	0.82%	0.00%	Not reported	Q2 2020
PLTRPalantir Technologies Inc.	$1.98M	0.80%	0.00%	Not reported	Q1 2025
UHSUniversal Health Services Inc	$1.86M	0.75%	Not reported	Not reported	Q4 2022
MSFTMicrosoft Corp	$1.81M	0.73%	0.00%	Not reported	Q2 2020
CPAYCorpay, Inc.	$1.8M	0.73%	0.01%	Not reported	Q1 2024
TMUST-Mobile US, Inc.	$1.78M	0.72%	0.00%	Not reported	Q1 2021
CVXChevron Corp	$1.73M	0.70%	0.00%	Not reported	Q1 2021
HOODRobinhood Markets, Inc.	$1.67M	0.67%	0.01%	Not reported	Q3 2025
AXONAxon Enterprise, Inc.	$1.47M	0.59%	0.00%	Not reported	Q3 2025
HRBH&R Block Inc	$1.42M	0.57%	0.03%	Not reported	Q2 2022
VEEVVeeva Systems Inc	$1.36M	0.55%	0.00%	Not reported	Q2 2020
RDDTReddit, Inc.	$1.31M	0.53%	Not reported	Not reported	Q3 2025
SAPSap SE	$1.3M	0.52%	0.00%	Not reported	Q1 2024
CICigna Group	$1.28M	0.52%	0.00%	Not reported	Q2 2022
BLDRBuilders FirstSource, Inc.	$1.25M	0.50%	0.01%	Not reported	Q4 2023
Q1 2026Reported May 13, 202650 positions
NVDANvidia Corp	$17.3M	8.83%	0.00%	Not reported	Q2 2020
KLACKla Corp	$11.6M	5.92%	0.01%	Not reported	Q2 2022
CLSCelestica Inc	$11.3M	5.74%	0.03%	Not reported	Q1 2025
APPAppLovin Corp	$11.2M	5.68%	0.01%	Not reported	Q4 2023
GOOGAlphabet Inc.	$7.98M	4.06%	Not reported	Not reported	Q1 2021
MSMorgan Stanley	$7.54M	3.83%	0.00%	Not reported	Q2 2022
AVGOBroadcom Inc.	$7.48M	3.80%	0.00%	Not reported	Q4 2022
TPRTapestry, Inc.	$7.09M	3.61%	0.02%	Not reported	Q1 2022
METAMeta Platforms, Inc.	$6.89M	3.50%	Not reported	Not reported	Q2 2020
AMDAdvanced Micro Devices Inc	$5.65M	2.87%	0.00%	Not reported	Q4 2023
IBMInternational Business Machines Corp	$5.54M	2.82%	0.00%	Not reported	Q2 2022
PWRQuanta Services, Inc.	$4.85M	2.47%	0.01%	Not reported	Q4 2021
WSMWilliams Sonoma Inc	$4.35M	2.21%	0.02%	Not reported	Q1 2022
CAHCardinal Health Inc	$4.02M	2.05%	0.01%	Not reported	Q2 2022
NRGNRG Energy, Inc.	$3.89M	1.98%	0.01%	Not reported	Q1 2022
NFLXNetflix Inc	$3.84M	1.96%	0.00%	Not reported	Q2 2023
URIUnited Rentals, Inc.	$3.2M	1.63%	0.01%	Not reported	Q2 2022
DELLDell Technologies Inc.	$3.08M	1.57%	0.00%	Not reported	Q2 2025
WFCWells Fargo & Company	$3.06M	1.56%	0.00%	Not reported	Q1 2022
CEGConstellation Energy Corp	$3.04M	1.55%	0.00%	Not reported	Q3 2023
AXPAmerican Express Co	$3.03M	1.54%	0.00%	Not reported	Q2 2022
AMZNAmazon Com Inc	$3.01M	1.53%	0.00%	Not reported	Q2 2020
HCAHCA Healthcare, Inc.	$2.73M	1.39%	0.00%	Not reported	Q2 2021
MCKMckesson Corp	$2.72M	1.38%	0.00%	Not reported	Q4 2022
ANAutonation, Inc.	$2.5M	1.27%	0.04%	Not reported	Q1 2022
PLTRPalantir Technologies Inc.	$2.49M	1.27%	0.00%	Not reported	Q1 2025
JBLJabil Inc	$2.46M	1.25%	0.01%	Not reported	Q1 2024
SPGSimon Property Group Inc.	$2.46M	1.25%	164.86%	Not reported	Q2 2022
HIGHartford Insurance Group, Inc.	$2.39M	1.22%	0.01%	Not reported	Q2 2023
ORCLOracle Corp	$2.29M	1.16%	0.00%	Not reported	Q2 2022
UHSUniversal Health Services Inc	$2.24M	1.14%	Not reported	Not reported	Q4 2022
TMUST-Mobile US, Inc.	$2.23M	1.13%	0.00%	Not reported	Q1 2021
AAPLApple Inc.	$2.19M	1.12%	0.00%	Not reported	Q1 2021
CVXChevron Corp	$2.16M	1.10%	0.00%	Not reported	Q1 2021
LLYELI LILLY & Co	$2.15M	1.10%	0.00%	Not reported	Q1 2024
CBChubb Ltd	$2.03M	1.03%	0.00%	Not reported	Q2 2023
PGRProgressive Corp	$1.85M	0.94%	0.00%	Not reported	Q2 2020
MSFTMicrosoft Corp	$1.8M	0.92%	0.00%	Not reported	Q2 2020
CARRCARRIER GLOBAL Corp	$1.78M	0.91%	0.00%	Not reported	Q1 2021
CRWDCrowdStrike Holdings, Inc.	$1.64M	0.83%	0.00%	Not reported	Q2 2020
CPAYCorpay, Inc.	$1.57M	0.80%	0.01%	Not reported	Q1 2024
SAPSap SE	$1.44M	0.73%	0.00%	Not reported	Q1 2024
VEEVVeeva Systems Inc	$1.35M	0.69%	0.00%	Not reported	Q2 2020
CICigna Group	$1.24M	0.63%	0.00%	Not reported	Q2 2022
HRBH&R Block Inc	$1.19M	0.60%	0.03%	Not reported	Q2 2022
HOODRobinhood Markets, Inc.	$1.15M	0.59%	0.01%	Not reported	Q3 2025
BLDRBuilders FirstSource, Inc.	$1.15M	0.59%	0.01%	Not reported	Q4 2023
AXONAxon Enterprise, Inc.	$1.12M	0.57%	0.00%	Not reported	Q3 2025
RDDTReddit, Inc.	$1.02M	0.52%	Not reported	Not reported	Q3 2025
HIMSHims & Hers Health, Inc.	$710K	0.36%	Not reported	Not reported	Q4 2025
Q4 2025Reported Feb 11, 202650 positions
APPAppLovin Corp	$18.9M	8.74%	0.01%	Not reported	Q4 2023
NVDANvidia Corp	$18.6M	8.58%	0.00%	Not reported	Q2 2020
CLSCelestica Inc	$11.8M	5.48%	0.03%	Not reported	Q1 2025
KLACKla Corp	$9.61M	4.44%	0.01%	Not reported	Q2 2022
GOOGAlphabet Inc.	$8.72M	4.04%	Not reported	Not reported	Q1 2021
AVGOBroadcom Inc.	$8.36M	3.87%	0.00%	Not reported	Q4 2022
MSMorgan Stanley	$8.13M	3.76%	0.00%	Not reported	Q2 2022
METAMeta Platforms, Inc.	$7.95M	3.68%	Not reported	Not reported	Q2 2020
IBMInternational Business Machines Corp	$6.77M	3.13%	0.00%	Not reported	Q2 2022
TPRTapestry, Inc.	$6.42M	2.97%	0.02%	Not reported	Q1 2022
AMDAdvanced Micro Devices Inc	$5.94M	2.75%	0.00%	Not reported	Q4 2023
WSMWilliams Sonoma Inc	$4.26M	1.97%	0.02%	Not reported	Q1 2022
NRGNRG Energy, Inc.	$4.24M	1.96%	0.01%	Not reported	Q1 2022
CAHCardinal Health Inc	$3.91M	1.81%	0.01%	Not reported	Q2 2022
CEGConstellation Energy Corp	$3.85M	1.78%	0.00%	Not reported	Q3 2023
NFLXNetflix Inc	$3.75M	1.73%	0.00%	Not reported	Q2 2023
PWRQuanta Services, Inc.	$3.73M	1.73%	0.01%	Not reported	Q4 2021
AXPAmerican Express Co	$3.7M	1.71%	0.00%	Not reported	Q2 2022
WFCWells Fargo & Company	$3.58M	1.66%	0.00%	Not reported	Q1 2022
URIUnited Rentals, Inc.	$3.55M	1.64%	0.01%	Not reported	Q2 2022
AMZNAmazon Com Inc	$3.33M	1.54%	0.00%	Not reported	Q2 2020
ORCLOracle Corp	$3.03M	1.40%	0.00%	Not reported	Q2 2022
PLTRPalantir Technologies Inc.	$3.02M	1.40%	0.00%	Not reported	Q1 2025
UHSUniversal Health Services Inc	$2.73M	1.26%	Not reported	Not reported	Q4 2022
HCAHCA Healthcare, Inc.	$2.7M	1.25%	0.00%	-44.8%	Q2 2021
ANAutonation, Inc.	$2.64M	1.22%	0.04%	Not reported	Q1 2022
MCKMckesson Corp	$2.57M	1.19%	0.00%	Not reported	Q4 2022
LLYELI LILLY & Co	$2.52M	1.16%	0.00%	Not reported	Q1 2024
SPGSimon Property Group Inc.	$2.44M	1.13%	164.86%	Not reported	Q2 2022
HIGHartford Insurance Group, Inc.	$2.44M	1.13%	0.01%	Not reported	Q2 2023
DELLDell Technologies Inc.	$2.36M	1.09%	0.00%	Not reported	Q2 2025
MSFTMicrosoft Corp	$2.35M	1.09%	0.00%	Not reported	Q2 2020
AAPLApple Inc.	$2.35M	1.09%	0.00%	Not reported	Q1 2021
TMUST-Mobile US, Inc.	$2.15M	1.00%	0.00%	Not reported	Q1 2021
PGRProgressive Corp	$2.12M	0.98%	0.00%	Not reported	Q2 2020
JBLJabil Inc	$2.11M	0.98%	0.01%	Not reported	Q1 2024
SAPSap SE	$2.04M	0.94%	0.00%	Not reported	Q1 2024
CRWDCrowdStrike Holdings, Inc.	$1.97M	0.91%	0.00%	Not reported	Q2 2020
CBChubb Ltd	$1.94M	0.90%	0.00%	Not reported	Q2 2023
HOODRobinhood Markets, Inc.	$1.88M	0.87%	0.01%	Not reported	Q3 2025
RDDTReddit, Inc.	$1.74M	0.80%	Not reported	Not reported	Q3 2025
VEEVVeeva Systems Inc	$1.71M	0.79%	0.00%	Not reported	Q2 2020
CARRCARRIER GLOBAL Corp	$1.67M	0.77%	0.00%	Not reported	Q1 2021
HRBH&R Block Inc	$1.63M	0.75%	0.03%	Not reported	Q2 2022
CPAYCorpay, Inc.	$1.63M	0.75%	0.01%	Not reported	Q1 2024
CVXChevron Corp	$1.59M	0.74%	0.00%	Not reported	Q1 2021
AXONAxon Enterprise, Inc.	$1.49M	0.69%	0.00%	Not reported	Q3 2025
BLDRBuilders FirstSource, Inc.	$1.44M	0.66%	0.01%	Not reported	Q4 2023
CICigna Group	$1.28M	0.59%	0.00%	Not reported	Q2 2022
HIMSHims & Hers Health, Inc.	$1.11M	0.51%	Not reported	New	Q4 2025
Q3 2025Reported Nov 13, 202549 positions
APPAppLovin Corp	$20.1M	9.33%	0.01%	-16.3%	Q4 2023
NVDANvidia Corp	$18.6M	8.60%	0.00%	Not reported	Q2 2020
CLSCelestica Inc	$9.87M	4.57%	0.03%	-23.2%	Q1 2025
METAMeta Platforms, Inc.	$8.84M	4.10%	Not reported	Not reported	Q2 2020
KLACKla Corp	$8.53M	3.95%	0.01%	Not reported	Q2 2022
AVGOBroadcom Inc.	$7.97M	3.69%	0.00%	Not reported	Q4 2022
MSMorgan Stanley	$7.28M	3.37%	0.00%	-21.8%	Q2 2022
GOOGAlphabet Inc.	$6.77M	3.14%	Not reported	Not reported	Q1 2021
IBMInternational Business Machines Corp	$6.45M	2.99%	0.00%	Not reported	Q2 2022
TPRTapestry, Inc.	$5.69M	2.64%	0.02%	Not reported	Q1 2022
NFLXNetflix Inc	$4.79M	2.22%	0.00%	Not reported	Q2 2023
WSMWilliams Sonoma Inc	$4.66M	2.16%	0.02%	Not reported	Q1 2022
AMDAdvanced Micro Devices Inc	$4.49M	2.08%	0.00%	Not reported	Q4 2023
HCAHCA Healthcare, Inc.	$4.46M	2.07%	0.00%	Not reported	Q2 2021
ORCLOracle Corp	$4.37M	2.03%	0.00%	Not reported	Q2 2022
NRGNRG Energy, Inc.	$4.31M	2.00%	0.01%	Not reported	Q1 2022
URIUnited Rentals, Inc.	$4.19M	1.94%	0.01%	Not reported	Q2 2022
PWRQuanta Services, Inc.	$3.66M	1.70%	0.01%	Not reported	Q4 2021
CEGConstellation Energy Corp	$3.58M	1.66%	0.00%	Not reported	Q3 2023
AXPAmerican Express Co	$3.33M	1.54%	0.00%	Not reported	Q2 2022
WFCWells Fargo & Company	$3.22M	1.49%	0.00%	Not reported	Q1 2022
AMZNAmazon Com Inc	$3.17M	1.47%	0.00%	Not reported	Q2 2020
PLTRPalantir Technologies Inc.	$3.1M	1.44%	0.00%	Not reported	Q1 2025
CAHCardinal Health Inc	$2.99M	1.38%	0.01%	Not reported	Q2 2022
ANAutonation, Inc.	$2.8M	1.29%	0.03%	Not reported	Q1 2022
DELLDell Technologies Inc.	$2.66M	1.23%	0.00%	Not reported	Q2 2025
UHSUniversal Health Services Inc	$2.56M	1.19%	Not reported	Not reported	Q4 2022
TMUST-Mobile US, Inc.	$2.54M	1.18%	0.00%	Not reported	Q1 2021
MSFTMicrosoft Corp	$2.52M	1.17%	0.00%	Not reported	Q2 2020
SPGSimon Property Group Inc.	$2.48M	1.15%	164.86%	Not reported	Q2 2022
MCKMckesson Corp	$2.42M	1.12%	0.00%	Not reported	Q4 2022
HOODRobinhood Markets, Inc.	$2.38M	1.10%	0.01%	New	Q3 2025
HIGHartford Insurance Group, Inc.	$2.36M	1.09%	0.01%	Not reported	Q2 2023
PGRProgressive Corp	$2.3M	1.07%	0.00%	Not reported	Q2 2020
VEEVVeeva Systems Inc	$2.29M	1.06%	0.00%	Not reported	Q2 2020
SAPSap SE	$2.25M	1.04%	0.00%	Not reported	Q1 2024
AAPLApple Inc.	$2.2M	1.02%	0.00%	Not reported	Q1 2021
CRWDCrowdStrike Holdings, Inc.	$2.06M	0.95%	0.00%	Not reported	Q2 2020
JBLJabil Inc	$2.01M	0.93%	0.01%	Not reported	Q1 2024
HRBH&R Block Inc	$1.89M	0.88%	0.03%	Not reported	Q2 2022
CARRCARRIER GLOBAL Corp	$1.89M	0.87%	0.00%	Not reported	Q1 2021
AXONAxon Enterprise, Inc.	$1.89M	0.87%	0.00%	New	Q3 2025
LLYELI LILLY & Co	$1.79M	0.83%	0.00%	Not reported	Q1 2024
CBChubb Ltd	$1.76M	0.81%	0.00%	Not reported	Q2 2023
RDDTReddit, Inc.	$1.74M	0.80%	Not reported	New	Q3 2025
BLDRBuilders FirstSource, Inc.	$1.69M	0.78%	0.01%	Not reported	Q4 2023
CVXChevron Corp	$1.62M	0.75%	0.00%	Not reported	Q1 2021
CPAYCorpay, Inc.	$1.56M	0.72%	0.01%	Not reported	Q1 2024
CICigna Group	$1.34M	0.62%	0.00%	Not reported	Q2 2022

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