Filed: 11/13/2025ACC: 0001571075-25-000005
📋 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 $215.8K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
55
Positions
$215.8K
Total AUM (reported)
956.43K
Total Shares
Allocation by class
COM$129.7K60.1%
COM CL A$22.5K10.4%
COM NEW$20.1K9.3%
CL A$15.7K7.3%
CAP STK CL C$6.8K3.1%
CIN$4.4K2.0%
CL C$2.7K1.2%
Portfolio Concentration
Top 3$48.6K22.5%
4–10$51.5K23.9%
11–25$57.5K26.6%
Rest$58.3K27.0%
Top 3 weight
22.5%
Top 10 weight
46.4%
Voting Authority Distribution
Total shares with voting rights: 956.43K
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
956.43K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole55
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings55
Rows:
APPLOVIN CORP
SOLEShares28.04K
TypeSH
Market value$20.1K
9.33%
Sole
0.00
Shared
0.00
None
28.04K
NVIDIA CORPORATION
SOLEShares99.48K
TypeSH
Market value$18.6K
8.60%
Sole
0.00
Shared
0.00
None
99.48K
CELESTICA INC
SOLEShares40.05K
TypeSH
Market value$9.9K
4.57%
Sole
0.00
Shared
0.00
None
40.05K
META PLATFORMS INC-CLASS A
SOLEShares12.04K
TypeSH
Market value$8.8K
4.10%
Sole
0.00
Shared
0.00
None
12.04K
KLA CORP
SOLEShares7.91K
TypeSH
Market value$8.5K
3.95%
Sole
0.00
Shared
0.00
None
7.91K
BROADCOM INC
SOLEShares24.15K
TypeSH
Market value$8.0K
3.69%
Sole
0.00
Shared
0.00
None
24.15K
MORGAN STANLEY
SOLEShares45.80K
TypeSH
Market value$7.3K
3.37%
Sole
0.00
Shared
0.00
None
45.80K
ALPHABET INC
SOLEShares27.80K
TypeSH
Market value$6.8K
3.14%
Sole
0.00
Shared
0.00
None
27.80K
INTL BUSINESS MACHINES CORP
SOLEShares22.84K
TypeSH
Market value$6.4K
2.99%
Sole
0.00
Shared
0.00
None
22.84K
TAPESTRY INC
SOLEShares50.26K
TypeSH
Market value$5.7K
2.64%
Sole
0.00
Shared
0.00
None
50.26K
NETFLIX INC
SOLEShares4K
TypeSH
Market value$4.8K
2.22%
Sole
0.00
Shared
0.00
None
4K
WILLIAMS-SONOMA INC
SOLEShares23.86K
TypeSH
Market value$4.7K
2.16%
Sole
0.00
Shared
0.00
None
23.86K
ADVANCE MICRO DEVICES
SOLEShares27.75K
TypeSH
Market value$4.5K
2.08%
Sole
0.00
Shared
0.00
None
27.75K
HCA HEALTHCARE INC
SOLEShares10.47K
TypeSH
Market value$4.5K
2.07%
Sole
0.00
Shared
0.00
None
10.47K
ORACLE CORP
SOLEShares15.54K
TypeSH
Market value$4.4K
2.03%
Sole
0.00
Shared
0.00
None
15.54K
NRG ENERGY INC
SOLEShares26.63K
TypeSH
Market value$4.3K
2.00%
Sole
0.00
Shared
0.00
None
26.63K
UNITED RENTAL INC
SOLEShares4.39K
TypeSH
Market value$4.2K
1.94%
Sole
0.00
Shared
0.00
None
4.39K
QUANTA SERVICES INC
SOLEShares8.84K
TypeSH
Market value$3.7K
1.70%
Sole
0.00
Shared
0.00
None
8.84K
CONSTELLATION ENERGY CORP
SOLEShares10.89K
TypeSH
Market value$3.6K
1.66%
Sole
0.00
Shared
0.00
None
10.89K
AMERICAN EXPRESS CO
SOLEShares10.01K
TypeSH
Market value$3.3K
1.54%
Sole
0.00
Shared
0.00
None
10.01K
WELLS FARGO CO NEW
SOLEShares38.45K
TypeSH
Market value$3.2K
1.49%
Sole
0.00
Shared
0.00
None
38.45K
AMAZON COM INC
SOLEShares14.44K
TypeSH
Market value$3.2K
1.47%
Sole
0.00
Shared
0.00
None
14.44K
SERVICENOW INC
SOLEShares3.40K
TypeSH
Market value$3.1K
1.45%
Sole
0.00
Shared
0.00
None
3.40K
PALANTIR TECHNOLOGIES
SOLEShares17K
TypeSH
Market value$3.1K
1.44%
Sole
0.00
Shared
0.00
None
17K
CARDINAL HEALTH INC
SOLEShares19.03K
TypeSH
Market value$3.0K
1.38%
Sole
0.00
Shared
0.00
None
19.03K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLOVIN CORPSOLE | COM CL A | 28.04K | SH | $20.1K 9.33% | 0.00 | 0.00 | 28.04K |
NVIDIA CORPORATIONSOLE | COM | 99.48K | SH | $18.6K 8.60% | 0.00 | 0.00 | 99.48K |
CELESTICA INCSOLE | COM | 40.05K | SH | $9.9K 4.57% | 0.00 | 0.00 | 40.05K |
META PLATFORMS INC-CLASS ASOLE | CL A | 12.04K | SH | $8.8K 4.10% | 0.00 | 0.00 | 12.04K |
KLA CORPSOLE | COM NEW | 7.91K | SH | $8.5K 3.95% | 0.00 | 0.00 | 7.91K |
BROADCOM INCSOLE | COM | 24.15K | SH | $8.0K 3.69% | 0.00 | 0.00 | 24.15K |
MORGAN STANLEYSOLE | COM NEW | 45.80K | SH | $7.3K 3.37% | 0.00 | 0.00 | 45.80K |
ALPHABET INCSOLE | CAP STK CL C | 27.80K | SH | $6.8K 3.14% | 0.00 | 0.00 | 27.80K |
INTL BUSINESS MACHINES CORPSOLE | COM | 22.84K | SH | $6.4K 2.99% | 0.00 | 0.00 | 22.84K |
TAPESTRY INCSOLE | COM | 50.26K | SH | $5.7K 2.64% | 0.00 | 0.00 | 50.26K |
NETFLIX INCSOLE | COM | 4K | SH | $4.8K 2.22% | 0.00 | 0.00 | 4K |
WILLIAMS-SONOMA INCSOLE | COM | 23.86K | SH | $4.7K 2.16% | 0.00 | 0.00 | 23.86K |
ADVANCE MICRO DEVICESSOLE | COM | 27.75K | SH | $4.5K 2.08% | 0.00 | 0.00 | 27.75K |
HCA HEALTHCARE INCSOLE | COM | 10.47K | SH | $4.5K 2.07% | 0.00 | 0.00 | 10.47K |
ORACLE CORPSOLE | CIN | 15.54K | SH | $4.4K 2.03% | 0.00 | 0.00 | 15.54K |
NRG ENERGY INCSOLE | COM NEW | 26.63K | SH | $4.3K 2.00% | 0.00 | 0.00 | 26.63K |
UNITED RENTAL INCSOLE | COM | 4.39K | SH | $4.2K 1.94% | 0.00 | 0.00 | 4.39K |
QUANTA SERVICES INCSOLE | COM | 8.84K | SH | $3.7K 1.70% | 0.00 | 0.00 | 8.84K |
CONSTELLATION ENERGY CORPSOLE | COM | 10.89K | SH | $3.6K 1.66% | 0.00 | 0.00 | 10.89K |
AMERICAN EXPRESS COSOLE | COM | 10.01K | SH | $3.3K 1.54% | 0.00 | 0.00 | 10.01K |
WELLS FARGO CO NEWSOLE | COM | 38.45K | SH | $3.2K 1.49% | 0.00 | 0.00 | 38.45K |
AMAZON COM INCSOLE | COM | 14.44K | SH | $3.2K 1.47% | 0.00 | 0.00 | 14.44K |
SERVICENOW INCSOLE | COM | 3.40K | SH | $3.1K 1.45% | 0.00 | 0.00 | 3.40K |
PALANTIR TECHNOLOGIESSOLE | CL A | 17K | SH | $3.1K 1.44% | 0.00 | 0.00 | 17K |
CARDINAL HEALTH INCSOLE | COM | 19.03K | SH | $3.0K 1.38% | 0.00 | 0.00 | 19.03K |
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