Cunning Capital Partners, LP

CIK 0001571075 · MORRISVILLE, NC · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source

Cunning Capital Partners, LP reported 55 positions worth $247.8K as of June 30, 2026 (13F filed August 11, 2026). Largest holding: KLAC (9.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$247.8K
2026 Q2
Positions
55
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
53.6%
Est. Net Flow (Q)
2026 Q2
10 / 55 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1KLACKLA CORPSH$23.9K9.63%79,050
2NVDANVIDIA CORPORATIONSH$19.9K8.03%99,478
3AMDADVANCE MICRO DEVICESSH$16.1K6.51%27,750
4CLSCELESTICA INCSH$14.6K5.90%40,047
5APPAPPLOVIN CORPSH$14.4K5.83%28,037
6GOOGALPHABET INCSH$9.8K3.96%27,800
7MSMORGAN STANLEYSH$9.6K3.86%45,796
8AVGOBROADCOM INCSH$9.1K3.68%24,151
9DELLDELL TECHNOLOGIES INCSH$8.1K3.27%18,750
10TPRTAPESTRY INCSH$7.4K2.97%50,261

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Cunning Capital Partners, LP hold as of Q2 2026?

Cunning Capital Partners, LP reported 55 positions worth $247.8K in its Q2 2026 13F filing. Largest positions: KLAC (9.6%), NVDA (8.0%), AMD (6.5%), CLS (5.9%) and APP (5.8%).

What did Cunning Capital Partners, LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Cunning Capital Partners, LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.