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CUNNING CAPITAL PARTNERS, LP
CUNNING CAPITAL PARTNERS, LP
Latest filing: 2026-06-30
CUNNING CAPITAL PARTNERS, LP runs CUNNING CAPITAL PARTNERS, LP and currently holds 55 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $247.76M. Their top holdings are KLAC, NVDA, AMD, CLS, APP. The top five represent 35.9% of reported portfolio weight. CUNNING CAPITAL PARTNERS, LP ranks #142 out of 1000 investors tracked by Alpha Score. They added to 2 existing positions. They trimmed 1 position. Their current best-performing preview position is AMD with returns of +185.56%.
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55 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 KLAC KLA CORP | 9.63% | $45.87 | $183.99 | +301.11% | Added +900.00% |
 NVDA NVIDIA CORPORATION | 8.03% | $46.42 | $214.76 | +362.65% | Held |
 AMD ADVANCE MICRO DEVICES | 6.51% | $147.41 | $473.25 | +221.04% | Held |
 CLS CELESTICA INC | 5.90% | $78.81 | $296.52 | +276.25% | Held |
 APP APPLOVIN CORP | 5.83% | $39.85 | $305.77 | +667.30% | Held |
 GOOG ALPHABET INC | 3.96% | $131.85 | $341.75 | +159.20% | Held |
 MS MORGAN STANLEY | 3.86% | $86.38 | $214.20 | +147.97% | Held |
 AVGO BROADCOM INC | 3.68% | $83.06 | $368.45 | +343.59% | Held |
 DELL DELL TECHNOLOGIES INC | 3.27% | $122.60 | $441.74 | +260.31% | Held |
 TPR TAPESTRY INC | 2.97% | $28.75 | $130.19 | +352.83% | Held |
Showing 1-10 of 55