Q1 2025 · 13F-HR
Cunning Capital Partners, LPholdings as filed
Filed 2025-05-14 · accession 0001571075-25-000003
$156,892
Reported value
54
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $10,781 | 6.87% | 99,478 | Common | NONE |
| 03831W108 | APP | APPLOVIN CORP | $8,876 | 5.66% | 33,497 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC-CLASS A | $6,937 | 4.42% | 12,036 | Common | NONE |
| 617446448 | MS | MORGAN STANLEY | $6,830 | 4.35% | 58,541 | Common | NONE |
| 459200101 | IBM | INTL BUSINESS MACHINES CORP | $5,680 | 3.62% | 22,844 | Common | NONE |
| 482480100 | KLAC | KLA CORP | $5,374 | 3.43% | 7,905 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $4,343 | 2.77% | 27,800 | Common | NONE |
| 15101Q207 | CLS | CELESTICA INC | $4,111 | 2.62% | 52,165 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $4,044 | 2.58% | 24,151 | Common | NONE |
| 969904101 | WSM | WILLIAMS-SONOMA INC | $3,773 | 2.40% | 23,863 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $3,727 | 2.38% | 3,997 | Common | NONE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $3,618 | 2.31% | 10,470 | Common | NONE |
| 876030107 | TPR | TAPESTRY INC | $3,539 | 2.26% | 50,261 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $3,010 | 1.92% | 5,747 | Common | NONE |
| 007903107 | AMD | ADVANCE MICRO DEVICES | $2,851 | 1.82% | 27,750 | Common | NONE |
| 872590104 | TMUS | T-MOBILE US INC | $2,830 | 1.80% | 10,609 | Common | NONE |
| 949746101 | WMT2 | WELLS FARGO CO NEW | $2,761 | 1.76% | 38,454 | Common | NONE |
| 911363109 | URI | UNITED RENTAL INC | $2,751 | 1.75% | 4,390 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $2,747 | 1.75% | 14,440 | Common | NONE |
| 91762P102 | — | SERVICENOW INC | $2,711 | 1.73% | 3,405 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $2,694 | 1.72% | 10,012 | Common | NONE |
| 743315103 | PGR | PROGRESSIVE CORP OHIO | $2,635 | 1.68% | 9,311 | Common | NONE |
| 14149Y108 | CAH | CARDINAL HEALTH INC | $2,622 | 1.67% | 19,031 | Common | NONE |
| 46429B655 | FLOT | ISHARES TR | $2,553 | 1.63% | 50,000 | Common | NONE |
| 629377508 | NRG | NRG ENERGY INC | $2,542 | 1.62% | 26,632 | Common | NONE |
| 913903100 | UHS | UNIVERSAL HEALTH SERVICES INC | $2,354 | 1.50% | 12,528 | Common | NONE |
| 803054204 | SAP | SAP SE | $2,257 | 1.44% | 8,407 | Common | NONE |
| 74762E102 | QURE | QUANTA SERVICES INC | $2,247 | 1.43% | 8,839 | Common | NONE |
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $2,195 | 1.40% | 10,887 | Common | NONE |
| 416515104 | HIG | HARTFORD FINL SVCS GROUP INC | $2,190 | 1.40% | 17,698 | Common | NONE |
| 828806109 | SPG | SIMON PROPERTY GRP INC NEW | $2,190 | 1.40% | 13,189 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $2,173 | 1.39% | 15,541 | Common | NONE |
| 58155Q103 | MCK | MCKESSON CORP | $2,111 | 1.35% | 3,137 | Common | NONE |
| 05329W102 | AN | AUTONATION INC | $2,069 | 1.32% | 12,777 | Common | NONE |
| 093671105 | HRB | H&R BLOCK INC | $2,051 | 1.31% | 37,360 | Common | NONE |
| 14448C104 | CARR | CARRIER GLOBAL CORP | $2,004 | 1.28% | 31,613 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $1,934 | 1.23% | 2,342 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $1,919 | 1.22% | 8,640 | Common | NONE |
| 548661107 | LOW | LOWE'S COS INC | $1,888 | 1.20% | 8,093 | Common | NONE |
| 219948106 | CPAY | CORPAY INC | $1,883 | 1.20% | 5,399 | Common | NONE |
| H1467J104 | CB | CHUBB LIMITED | $1,881 | 1.20% | 6,229 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $1,825 | 1.16% | 4,862 | Common | NONE |
| 922475108 | VEEV | VEEVA SYS INC | $1,777 | 1.13% | 7,671 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP | $1,746 | 1.11% | 10,435 | Common | NONE |
| 12008R107 | BLDR | BUILDERS FIRSTSOURCE INC | $1,745 | 1.11% | 13,970 | Common | NONE |
| 464288679 | SHV | ISHARES TR | $1,546 | 0.99% | 14,000 | Common | NONE |
| 125523100 | CI | CIGNA CORP NEW | $1,528 | 0.97% | 4,643 | Common | NONE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $1,521 | 0.97% | 24,708 | Common | NONE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $1,481 | 0.94% | 4,200 | Common | NONE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES | $1,435 | 0.91% | 17,000 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $1,374 | 0.88% | 5,121 | Common | NONE |
| 366651107 | IT | GARTNER INC | $1,350 | 0.86% | 3,217 | Common | NONE |
| 92206C870 | VCIT | VANGUARD SCOTTSDALE FDS | $1,325 | 0.84% | 16,200 | Common | NONE |
| 92206C409 | VCSH | VANGUARD SCOTTSDALE FDS | $553 | 0.35% | 7,000 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.