StockDriftsStockDriftsTop 50 Cunning Capital Partners, LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 8.83% | 99.5K | $17.3M | +0.00%(+0) | $26.53(+634.51%) | 2026-03-31 | |
| KLAC | KLA CORP | 5.92% | 7.9K | $11.6M | +0.00%(+0) | $343.91(-31.51%) | 2026-03-31 | |
| CLS | CELESTICA INC | 5.74% | 40.0K | $11.3M | +0.00%(+0) | $85.56(+292.98%) | 2026-03-31 | |
| APP | APPLOVIN CORP | 5.68% | 28.0K | $11.2M | +0.00%(+0) | $39.90(+1220.79%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 4.06% | 27.8K | $8.0M | +0.00%(+0) | $98.85(+260.31%) | 2026-03-31 | |
| MS | MORGAN STANLEY | 3.83% | 45.8K | $7.5M | +0.00%(+0) | $87.45(+144.63%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.8% | 24.2K | $7.5M | +0.00%(+0) | $50.16(+618.64%) | 2026-03-31 | |
| TPR | TAPESTRY INC | 3.61% | 50.3K | $7.1M | +0.00%(+0) | $38.08(+278.72%) | 2026-03-31 | |
| META | META PLATFORMS INC-CLASS A | 3.5% | 12.0K | $6.9M | +0.00%(+0) | $173.92(+235.15%) | 2026-03-31 | |
| AMD | ADVANCE MICRO DEVICES | 2.87% | 27.8K | $5.6M | +0.00%(+0) | $78.41(+560.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +32.54% | +132.85% |
| Top 20 Holdings Unweighted | +29.46% | +116.95% |
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