Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Cunning Capital Partners, LP 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Name: Cunning Capital Partners, LP 13F Holdings (2026-03-31)
Creator: ko.io

Cunning Capital Partners, LP (CIK 1571075) reported $196.5M across 55 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($17.3M, 8.83%), KLAC ($11.6M, 5.92%), CLS ($11.3M, 5.74%), APP ($11.2M, 5.68%), GOOG ($8.0M, 4.06%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	NVDA	NVIDIA CORPORATION	$17.3M	8.83%	99,478	Hold
2	KLAC	KLA CORP	$11.6M	5.92%	7,905	Hold
3	CLS	CELESTICA INC	$11.3M	5.74%	40,047	Hold
4	APP	APPLOVIN CORP	$11.2M	5.68%	28,037	Hold
5	GOOG	ALPHABET INC	$8.0M	4.06%	27,800	Hold
6	MS	MORGAN STANLEY	$7.5M	3.83%	45,796	Hold
7	AVGO	BROADCOM INC	$7.5M	3.80%	24,151	Hold
8	TPR	TAPESTRY INC	$7.1M	3.61%	50,261	Hold
9	META	META PLATFORMS INC-CLASS A	$6.9M	3.50%	12,036	Hold
10	AMD	ADVANCE MICRO DEVICES	$5.6M	2.87%	27,750	Hold
11	IBM	INTL BUSINESS MACHINES CORP	$5.5M	2.82%	22,844	Hold
12	PWR	QUANTA SERVICES INC	$4.9M	2.47%	8,839	Hold
13	WSM	WILLIAMS-SONOMA INC	$4.4M	2.21%	23,863	Hold
14	CAH	CARDINAL HEALTH INC	$4.0M	2.05%	19,031	Hold
15	NRG	NRG ENERGY INC	$3.9M	1.98%	26,632	Hold
16	NFLX	NETFLIX INC	$3.8M	1.96%	39,970	Hold
17	URI	UNITED RENTAL INC	$3.2M	1.63%	4,390	Hold
18	DELL	DELL TECHNOLOGIES INC	$3.1M	1.57%	18,750	Hold
19	WFC	WELLS FARGO CO NEW	$3.1M	1.56%	38,454	Hold
20	CEG	CONSTELLATION ENERGY CORP	$3.0M	1.55%	10,887	Hold
21	AXP	AMERICAN EXPRESS CO	$3.0M	1.54%	10,012	Hold
22	AMZN	AMAZON COM INC	$3.0M	1.53%	14,440	Hold
23	HCA	HCA HEALTHCARE INC	$2.7M	1.39%	5,775	Hold
24	MCK	MCKESSON CORP	$2.7M	1.38%	3,137	Hold
25	AN	AUTONATION INC	$2.5M	1.27%	12,777	Hold

Source: SEC Form 13F filings · as of 2026-03-31