account_balance
Investment manager · 13F filer · SEC CIK 1571075
Cunning Capital Partners, LP
Reported value$217Mas of Sep 30, 2026
Positions54 0 new, 1 sold out
Top 10 weight52.8%NVDA alone is 10%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
9.7%Trimmed −7%
AMDAdvanced Micro Devices Inc
7.3%Trimmed −7%
KLACKLA Corp
6.6%Trimmed −7%
CLSCelestica Inc
6.2%Trimmed −7%
DELLDell Technologies Inc.
4.3%Trimmed −7%
GOOGAlphabet Inc.
4.1%Trimmed −7%
METAMeta Platforms, Inc.
3.7%Trimmed −7%
MSMorgan Stanley
3.7%Trimmed −7%
AVGOBroadcom Inc.
3.6%Trimmed −7%
APPAppLovin Corp
3.5%Trimmed −7%
TPRTapestry, Inc.
2.5%Trimmed −7%
PWRQuanta Services, Inc.
2.4%Trimmed −7%
NVDANVIDIA Corp
9.7%Trimmed −7%
AMDAdvanced Micro Devices Inc
7.3%Trimmed −7%
KLACKLA Corp
6.6%
CLSCelestica Inc
6.2%
DELLDell Technologies Inc.
4.3%−7%
GOOGAlphabet Inc.
4.1%
METAMeta Platforms, Inc.
3.7%
MSMorgan Stanley
3.7%
AVGO3.6%APP3.5%TPR2.5%PWR2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 9.7% Trimmed −7%AMD Advanced Micro Devices Inc 7.3% Trimmed −7%KLAC KLA Corp 6.6% Trimmed −7%CLS Celestica Inc 6.2% Trimmed −7%DELL Dell Technologies Inc. 4.3% Trimmed −7%GOOG Alphabet Inc. 4.1% Trimmed −7%META Meta Platforms, Inc. 3.7% Trimmed −7%MS Morgan Stanley 3.7% Trimmed −7%AVGO Broadcom Inc. 3.6% Trimmed −7%APP AppLovin Corp 3.5% Trimmed −7%TPR Tapestry, Inc. 2.5% Trimmed −7%PWR Quanta Services, Inc. 2.4% Trimmed −7%
What changed
Biggest moves since Jun 30, 2026
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