Cunning Capital Partners, LP: 13F holdings
CIK 15710752026Q2
| Positions | 55 |
|---|
| Reported value | $247.8m |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 55 (-1 vs prior quarter) |
|---|
| Reported value | $247.8m (+26.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| KLAC KLA CORP | 79,050 | $23.9m | 9.6% |
| NVDA NVIDIA CORPORATION | 99,478 | $19.9m | 8.0% |
| AMD ADVANCE MICRO DEVICES | 27,750 | $16.1m | 6.5% |
| CLS CELESTICA INC | 40,047 | $14.6m | 5.9% |
| APP APPLOVIN CORP | 28,037 | $14.4m | 5.8% |
| GOOG ALPHABET INC | 27,800 | $9.8m | 4.0% |
| MS MORGAN STANLEY | 45,796 | $9.6m | 3.9% |
| AVGO BROADCOM INC | 24,151 | $9.1m | 3.7% |
| DELL DELL TECHNOLOGIES INC | 18,750 | $8.1m | 3.3% |
| TPR TAPESTRY INC | 50,261 | $7.4m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1571075")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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