Cunning Capital Partners, LP
CIK 0001571075 · MORRISVILLE, NC · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source ↗
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
Top Holdings
KLAC
KLA CORP
9.6%
NVDA
NVIDIA CORPORATION
8.0%
AMD
ADVANCE MICRO DEVICES
6.5%
CLS
CELESTICA INC
5.9%
APP
APPLOVIN CORP
5.8%
GOOG
ALPHABET INC
4.0%
MS
MORGAN STANLEY
3.9%
AVGO
BROADCOM INC
3.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.