§ 13F · FUND PROFILE
Cunning Capital Partners, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $216K (13F)Positions · 55Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 99K | $17K | 8.8% | ±0% |
| 2 | KLAC | KLA CORP | 8K | $12K | 5.9% | ±0% |
| 3 | CLS | CELESTICA INC | 40K | $11K | 5.7% | ±0% |
| 4 | APP | APPLOVIN CORP | 28K | $11K | 5.7% | ±0% |
| 5 | GOOG | ALPHABET INC | 28K | $8K | 4.1% | ±0% |
| 6 | MS | MORGAN STANLEY | 46K | $8K | 3.8% | ±0% |
| 7 | AVGO | BROADCOM INC | 24K | $7K | 3.8% | ±0% |
| 8 | TPR | TAPESTRY INC | 50K | $7K | 3.6% | ±0% |
| 9 | META | META PLATFORMS INC-CLASS A | 12K | $7K | 3.5% | ±0% |
| 10 | AMD | ADVANCE MICRO DEVICES | 28K | $6K | 2.9% | ±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 $216 thousand in assets. The fund runs a portfolio of 55 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed