CUNNING CAPITAL PARTNERS, LP 13F Portfolio
CUNNING CAPITAL PARTNERS, LP runs CUNNING CAPITAL PARTNERS, LP and currently holds 55 stock positions, which is fewer than the average of 231 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 #143 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%.
Portfolio Value
$247.76M
Alpha Score
107.4
#143 of 1000
Holdings
55
CUNNING CAPITAL PARTNERS, LP Current 13F Holdings
Reported holdings from CUNNING CAPITAL PARTNERS, LP's latest SEC 13F filing, ranked by portfolio weight.
55 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 KLAC KLA CORP | 9.63% | $45.87 | $195.57 | +326.36% | Added +900.00% |
 NVDA NVIDIA CORPORATION | 8.03% | $46.42 | $229.28 | +393.93% | Held |
 AMD ADVANCE MICRO DEVICES | 6.51% | $147.41 | $608.10 | +312.52% | Held |
 CLS CELESTICA INC | 5.90% | $78.81 | $362.09 | +359.45% | Held |
 APP APPLOVIN CORP | 5.83% | $39.85 | $277.04 | +595.21% | Held |
 GOOG ALPHABET INC | 3.96% | $131.85 | $347.86 | +163.83% | Held |
 MS MORGAN STANLEY | 3.86% | $86.38 | $190.00 | +119.96% | Held |
 AVGO BROADCOM INC | 3.68% | $83.06 | $361.54 | +335.28% | Held |
 DELL DELL TECHNOLOGIES INC | 3.27% | $122.60 | $586.28 | +378.21% | Held |
 TPR TAPESTRY INC | 2.97% | $28.75 | $116.22 | +304.24% | Held |
Showing 1-10 of 55