StockDriftsStockDriftsTop 50 Cunning Capital Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KLAC | KLA CORP | 9.63% | 79.0K | $23.9M | +0.00%(+0) | $34.39(+477.45%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 8.03% | 99.5K | $19.9M | +0.00%(+0) | $26.53(+752.26%) | 2026-06-30 | |
| AMD | ADVANCE MICRO DEVICES | 6.51% | 27.8K | $16.1M | +0.00%(+0) | $78.41(+553.30%) | 2026-06-30 | |
| CLS | CELESTICA INC | 5.9% | 40.0K | $14.6M | +0.00%(+0) | $85.56(+291.62%) | 2026-06-30 | |
| APP | APPLOVIN CORP | 5.83% | 28.0K | $14.4M | +0.00%(+0) | $39.90(+682.53%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.96% | 27.8K | $9.8M | +0.00%(+0) | $98.85(+246.62%) | 2026-06-30 | |
| MS | MORGAN STANLEY | 3.86% | 45.8K | $9.6M | +0.00%(+0) | $87.45(+150.78%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.68% | 24.2K | $9.1M | +0.00%(+0) | $50.16(+685.03%) | 2026-06-30 | |
| DELL | DELL TECHNOLOGIES INC | 3.27% | 18.8K | $8.1M | +0.00%(+0) | $107.44(+346.71%) | 2026-06-30 | |
| TPR | TAPESTRY INC | 2.97% | 50.3K | $7.4M | +0.00%(+0) | $38.08(+240.88%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +42.47% | +189.17% | +23.25% | +184.40% |
| Top 20 Holdings Unweighted | +38.76% | +167.19% | +22.56% | +176.49% |
Cunning Capital Partners LP reports $247.76M in US-listed equity holdings across 55 positions in its most recent 13F filing. Its largest disclosed positions are KLAC (9.6%), NVDA (8.0%) and AMD (6.5%). The top 20 holdings account for 73.38% of reported assets. Its disclosed equity book has returned +189.17% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Cunning Capital Partners LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1571075). View Cunning Capital Partners LP’s 13F filings on SEC