§ 13F · FUND PROFILE
Cunning Capital Partners, LP.
AUM · $248K (13F)Positions · 55Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | KLAC | KLA CORP | 79K | $24K | 9.6% | +900% |
| 2 | NVDA | NVIDIA CORPORATION | 99K | $20K | 8.0% | ±0% |
| 3 | AMD | ADVANCE MICRO DEVICES | 28K | $16K | 6.5% | ±0% |
| 4 | CLS | CELESTICA INC | 40K | $15K | 5.9% | ±0% |
| 5 | APP | APPLOVIN CORP | 28K | $14K | 5.8% | ±0% |
| 6 | GOOG | ALPHABET INC | 28K | $10K | 4.0% | ±0% |
| 7 | MS | MORGAN STANLEY | 46K | $10K | 3.9% | ±0% |
| 8 | AVGO | BROADCOM INC | 24K | $9K | 3.7% | ±0% |
| 9 | DELL | DELL TECHNOLOGIES INC | 19K | $8K | 3.3% | ±0% |
| 10 | TPR | TAPESTRY INC | 50K | $7K | 3.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CUNNING SIGNAL
AC read
Cunning Capital Partners, LP is a Other fund managing $248 thousand in assets. The fund runs a portfolio of 55 positions.
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