Filed: 8/18/2025ACC: 0001571075-25-000004
📋 What this filing means
CUNNING CAPITAL PARTNERS, LP filed this quarterly 13F‑HR report disclosing 55 equity positions with a total reported market value of $191.9K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
55
Positions
$191.9K
Total AUM (reported)
989.35K
Total Shares
Allocation by class
COM$122.6K63.9%
COM NEW$19.6K10.2%
CL A$13.3K6.9%
COM CL A$11.7K6.1%
CAP STK CL C$4.9K2.6%
CIN$3.4K1.8%
SPON ADR$2.6K1.3%
Portfolio Concentration
Top 3$36.3K18.9%
4–10$47.1K24.6%
11–25$52.8K27.5%
Rest$55.7K29.0%
Top 3 weight
18.9%
Top 10 weight
43.5%
Voting Authority Distribution
Total shares with voting rights: 989.35K
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
989.35K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole55
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings55
Rows:
NVIDIA CORPORATION
SOLEShares99.48K
TypeSH
Market value$15.7K
8.19%
Sole
0.00
Shared
0.00
None
99.48K
APPLOVIN CORP
SOLEShares33.50K
TypeSH
Market value$11.7K
6.11%
Sole
0.00
Shared
0.00
None
33.50K
META PLATFORMS INC-CLASS A
SOLEShares12.04K
TypeSH
Market value$8.9K
4.63%
Sole
0.00
Shared
0.00
None
12.04K
MORGAN STANLEY
SOLEShares58.54K
TypeSH
Market value$8.2K
4.30%
Sole
0.00
Shared
0.00
None
58.54K
CELESTICA INC
SOLEShares52.16K
TypeSH
Market value$8.1K
4.24%
Sole
0.00
Shared
0.00
None
52.16K
KLA CORP
SOLEShares7.91K
TypeSH
Market value$7.1K
3.69%
Sole
0.00
Shared
0.00
None
7.91K
INTL BUSINESS MACHINES CORP
SOLEShares22.84K
TypeSH
Market value$6.7K
3.51%
Sole
0.00
Shared
0.00
None
22.84K
BROADCOM INC
SOLEShares24.15K
TypeSH
Market value$6.7K
3.47%
Sole
0.00
Shared
0.00
None
24.15K
NETFLIX INC
SOLEShares4K
TypeSH
Market value$5.4K
2.79%
Sole
0.00
Shared
0.00
None
4K
ALPHABET INC
SOLEShares27.80K
TypeSH
Market value$4.9K
2.57%
Sole
0.00
Shared
0.00
None
27.80K
TAPESTRY INC
SOLEShares50.26K
TypeSH
Market value$4.4K
2.30%
Sole
0.00
Shared
0.00
None
50.26K
NRG ENERGY INC
SOLEShares26.63K
TypeSH
Market value$4.3K
2.23%
Sole
0.00
Shared
0.00
None
26.63K
HCA HEALTHCARE INC
SOLEShares10.47K
TypeSH
Market value$4.0K
2.09%
Sole
0.00
Shared
0.00
None
10.47K
ADVANCE MICRO DEVICES
SOLEShares27.75K
TypeSH
Market value$3.9K
2.05%
Sole
0.00
Shared
0.00
None
27.75K
WILLIAMS-SONOMA INC
SOLEShares23.86K
TypeSH
Market value$3.9K
2.03%
Sole
0.00
Shared
0.00
None
23.86K
CONSTELLATION ENERGY CORP
SOLEShares10.89K
TypeSH
Market value$3.5K
1.83%
Sole
0.00
Shared
0.00
None
10.89K
SERVICENOW INC
SOLEShares3.40K
TypeSH
Market value$3.5K
1.82%
Sole
0.00
Shared
0.00
None
3.40K
ORACLE CORP
SOLEShares15.54K
TypeSH
Market value$3.4K
1.77%
Sole
0.00
Shared
0.00
None
15.54K
QUANTA SERVICES INC
SOLEShares8.84K
TypeSH
Market value$3.3K
1.74%
Sole
0.00
Shared
0.00
None
8.84K
UNITED RENTAL INC
SOLEShares4.39K
TypeSH
Market value$3.3K
1.72%
Sole
0.00
Shared
0.00
None
4.39K
CARDINAL HEALTH INC
SOLEShares19.03K
TypeSH
Market value$3.2K
1.67%
Sole
0.00
Shared
0.00
None
19.03K
AMERICAN EXPRESS CO
SOLEShares10.01K
TypeSH
Market value$3.2K
1.66%
Sole
0.00
Shared
0.00
None
10.01K
AMAZON COM INC
SOLEShares14.44K
TypeSH
Market value$3.2K
1.65%
Sole
0.00
Shared
0.00
None
14.44K
WELLS FARGO CO NEW
SOLEShares38.45K
TypeSH
Market value$3.1K
1.61%
Sole
0.00
Shared
0.00
None
38.45K
SAP SE
SOLEShares8.41K
TypeSH
Market value$2.6K
1.33%
Sole
0.00
Shared
0.00
None
8.41K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 99.48K | SH | $15.7K 8.19% | 0.00 | 0.00 | 99.48K |
APPLOVIN CORPSOLE | COM CL A | 33.50K | SH | $11.7K 6.11% | 0.00 | 0.00 | 33.50K |
META PLATFORMS INC-CLASS ASOLE | CL A | 12.04K | SH | $8.9K 4.63% | 0.00 | 0.00 | 12.04K |
MORGAN STANLEYSOLE | COM NEW | 58.54K | SH | $8.2K 4.30% | 0.00 | 0.00 | 58.54K |
CELESTICA INCSOLE | COM | 52.16K | SH | $8.1K 4.24% | 0.00 | 0.00 | 52.16K |
KLA CORPSOLE | COM NEW | 7.91K | SH | $7.1K 3.69% | 0.00 | 0.00 | 7.91K |
INTL BUSINESS MACHINES CORPSOLE | COM | 22.84K | SH | $6.7K 3.51% | 0.00 | 0.00 | 22.84K |
BROADCOM INCSOLE | COM | 24.15K | SH | $6.7K 3.47% | 0.00 | 0.00 | 24.15K |
NETFLIX INCSOLE | COM | 4K | SH | $5.4K 2.79% | 0.00 | 0.00 | 4K |
ALPHABET INCSOLE | CAP STK CL C | 27.80K | SH | $4.9K 2.57% | 0.00 | 0.00 | 27.80K |
TAPESTRY INCSOLE | COM | 50.26K | SH | $4.4K 2.30% | 0.00 | 0.00 | 50.26K |
NRG ENERGY INCSOLE | COM NEW | 26.63K | SH | $4.3K 2.23% | 0.00 | 0.00 | 26.63K |
HCA HEALTHCARE INCSOLE | COM | 10.47K | SH | $4.0K 2.09% | 0.00 | 0.00 | 10.47K |
ADVANCE MICRO DEVICESSOLE | COM | 27.75K | SH | $3.9K 2.05% | 0.00 | 0.00 | 27.75K |
WILLIAMS-SONOMA INCSOLE | COM | 23.86K | SH | $3.9K 2.03% | 0.00 | 0.00 | 23.86K |
CONSTELLATION ENERGY CORPSOLE | COM | 10.89K | SH | $3.5K 1.83% | 0.00 | 0.00 | 10.89K |
SERVICENOW INCSOLE | COM | 3.40K | SH | $3.5K 1.82% | 0.00 | 0.00 | 3.40K |
ORACLE CORPSOLE | CIN | 15.54K | SH | $3.4K 1.77% | 0.00 | 0.00 | 15.54K |
QUANTA SERVICES INCSOLE | COM | 8.84K | SH | $3.3K 1.74% | 0.00 | 0.00 | 8.84K |
UNITED RENTAL INCSOLE | COM | 4.39K | SH | $3.3K 1.72% | 0.00 | 0.00 | 4.39K |
CARDINAL HEALTH INCSOLE | COM | 19.03K | SH | $3.2K 1.67% | 0.00 | 0.00 | 19.03K |
AMERICAN EXPRESS COSOLE | COM | 10.01K | SH | $3.2K 1.66% | 0.00 | 0.00 | 10.01K |
AMAZON COM INCSOLE | COM | 14.44K | SH | $3.2K 1.65% | 0.00 | 0.00 | 14.44K |
WELLS FARGO CO NEWSOLE | COM | 38.45K | SH | $3.1K 1.61% | 0.00 | 0.00 | 38.45K |
SAP SESOLE | SPON ADR | 8.41K | SH | $2.6K 1.33% | 0.00 | 0.00 | 8.41K |
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