Filed: 2/11/2026ACC: 0001571075-26-000001
📋 What this filing means
CUNNING CAPITAL PARTNERS, LP filed this quarterly 13F‑HR report disclosing 56 equity positions with a total reported market value of $216.1K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
56
Positions
$216.1K
Total AUM (reported)
1.02M
Total Shares
Allocation by class
COM$131.6K60.9%
COM NEW$22.0K10.2%
COM CL A$21.9K10.1%
CL A$14.7K6.8%
CAP STK CL C$8.7K4.0%
CIN$3.0K1.4%
CL B$2.7K1.3%
Portfolio Concentration
Top 3$49.3K22.8%
4–10$56.0K25.9%
11–25$55.3K25.6%
Rest$55.6K25.7%
Top 3 weight
22.8%
Top 10 weight
48.7%
Voting Authority Distribution
Total shares with voting rights: 1.02M
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
1.02M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole56
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings56
Rows:
APPLOVIN CORP
SOLEShares28.04K
TypeSH
Market value$18.9K
8.74%
Sole
0.00
Shared
0.00
None
28.04K
NVIDIA CORPORATION
SOLEShares99.48K
TypeSH
Market value$18.6K
8.58%
Sole
0.00
Shared
0.00
None
99.48K
CELESTICA INC
SOLEShares40.05K
TypeSH
Market value$11.8K
5.48%
Sole
0.00
Shared
0.00
None
40.05K
KLA CORP
SOLEShares7.91K
TypeSH
Market value$9.6K
4.44%
Sole
0.00
Shared
0.00
None
7.91K
ALPHABET INC
SOLEShares27.80K
TypeSH
Market value$8.7K
4.04%
Sole
0.00
Shared
0.00
None
27.80K
BROADCOM INC
SOLEShares24.15K
TypeSH
Market value$8.4K
3.87%
Sole
0.00
Shared
0.00
None
24.15K
MORGAN STANLEY
SOLEShares45.80K
TypeSH
Market value$8.1K
3.76%
Sole
0.00
Shared
0.00
None
45.80K
META PLATFORMS INC-CLASS A
SOLEShares12.04K
TypeSH
Market value$7.9K
3.68%
Sole
0.00
Shared
0.00
None
12.04K
INTL BUSINESS MACHINES CORP
SOLEShares22.84K
TypeSH
Market value$6.8K
3.13%
Sole
0.00
Shared
0.00
None
22.84K
TAPESTRY INC
SOLEShares50.26K
TypeSH
Market value$6.4K
2.97%
Sole
0.00
Shared
0.00
None
50.26K
ADVANCE MICRO DEVICES
SOLEShares27.75K
TypeSH
Market value$5.9K
2.75%
Sole
0.00
Shared
0.00
None
27.75K
WILLIAMS-SONOMA INC
SOLEShares23.86K
TypeSH
Market value$4.3K
1.97%
Sole
0.00
Shared
0.00
None
23.86K
NRG ENERGY INC
SOLEShares26.63K
TypeSH
Market value$4.2K
1.96%
Sole
0.00
Shared
0.00
None
26.63K
CARDINAL HEALTH INC
SOLEShares19.03K
TypeSH
Market value$3.9K
1.81%
Sole
0.00
Shared
0.00
None
19.03K
CONSTELLATION ENERGY CORP
SOLEShares10.89K
TypeSH
Market value$3.8K
1.78%
Sole
0.00
Shared
0.00
None
10.89K
NETFLIX INC
SOLEShares39.97K
TypeSH
Market value$3.7K
1.73%
Sole
0.00
Shared
0.00
None
39.97K
QUANTA SERVICES INC
SOLEShares8.84K
TypeSH
Market value$3.7K
1.73%
Sole
0.00
Shared
0.00
None
8.84K
AMERICAN EXPRESS CO
SOLEShares10.01K
TypeSH
Market value$3.7K
1.71%
Sole
0.00
Shared
0.00
None
10.01K
WELLS FARGO CO NEW
SOLEShares38.45K
TypeSH
Market value$3.6K
1.66%
Sole
0.00
Shared
0.00
None
38.45K
UNITED RENTAL INC
SOLEShares4.39K
TypeSH
Market value$3.6K
1.64%
Sole
0.00
Shared
0.00
None
4.39K
AMAZON COM INC
SOLEShares14.44K
TypeSH
Market value$3.3K
1.54%
Sole
0.00
Shared
0.00
None
14.44K
ORACLE CORP
SOLEShares15.54K
TypeSH
Market value$3.0K
1.40%
Sole
0.00
Shared
0.00
None
15.54K
PALANTIR TECHNOLOGIES
SOLEShares17K
TypeSH
Market value$3.0K
1.40%
Sole
0.00
Shared
0.00
None
17K
UNIVERSAL HEALTH SERVICES INC
SOLEShares12.53K
TypeSH
Market value$2.7K
1.26%
Sole
0.00
Shared
0.00
None
12.53K
HCA HEALTHCARE INC
SOLEShares5.78K
TypeSH
Market value$2.7K
1.25%
Sole
0.00
Shared
0.00
None
5.78K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLOVIN CORPSOLE | COM CL A | 28.04K | SH | $18.9K 8.74% | 0.00 | 0.00 | 28.04K |
NVIDIA CORPORATIONSOLE | COM | 99.48K | SH | $18.6K 8.58% | 0.00 | 0.00 | 99.48K |
CELESTICA INCSOLE | COM | 40.05K | SH | $11.8K 5.48% | 0.00 | 0.00 | 40.05K |
KLA CORPSOLE | COM NEW | 7.91K | SH | $9.6K 4.44% | 0.00 | 0.00 | 7.91K |
ALPHABET INCSOLE | CAP STK CL C | 27.80K | SH | $8.7K 4.04% | 0.00 | 0.00 | 27.80K |
BROADCOM INCSOLE | COM | 24.15K | SH | $8.4K 3.87% | 0.00 | 0.00 | 24.15K |
MORGAN STANLEYSOLE | COM NEW | 45.80K | SH | $8.1K 3.76% | 0.00 | 0.00 | 45.80K |
META PLATFORMS INC-CLASS ASOLE | CL A | 12.04K | SH | $7.9K 3.68% | 0.00 | 0.00 | 12.04K |
INTL BUSINESS MACHINES CORPSOLE | COM | 22.84K | SH | $6.8K 3.13% | 0.00 | 0.00 | 22.84K |
TAPESTRY INCSOLE | COM | 50.26K | SH | $6.4K 2.97% | 0.00 | 0.00 | 50.26K |
ADVANCE MICRO DEVICESSOLE | COM | 27.75K | SH | $5.9K 2.75% | 0.00 | 0.00 | 27.75K |
WILLIAMS-SONOMA INCSOLE | COM | 23.86K | SH | $4.3K 1.97% | 0.00 | 0.00 | 23.86K |
NRG ENERGY INCSOLE | COM NEW | 26.63K | SH | $4.2K 1.96% | 0.00 | 0.00 | 26.63K |
CARDINAL HEALTH INCSOLE | COM | 19.03K | SH | $3.9K 1.81% | 0.00 | 0.00 | 19.03K |
CONSTELLATION ENERGY CORPSOLE | COM | 10.89K | SH | $3.8K 1.78% | 0.00 | 0.00 | 10.89K |
NETFLIX INCSOLE | COM | 39.97K | SH | $3.7K 1.73% | 0.00 | 0.00 | 39.97K |
QUANTA SERVICES INCSOLE | COM | 8.84K | SH | $3.7K 1.73% | 0.00 | 0.00 | 8.84K |
AMERICAN EXPRESS COSOLE | COM | 10.01K | SH | $3.7K 1.71% | 0.00 | 0.00 | 10.01K |
WELLS FARGO CO NEWSOLE | COM | 38.45K | SH | $3.6K 1.66% | 0.00 | 0.00 | 38.45K |
UNITED RENTAL INCSOLE | COM | 4.39K | SH | $3.6K 1.64% | 0.00 | 0.00 | 4.39K |
AMAZON COM INCSOLE | COM | 14.44K | SH | $3.3K 1.54% | 0.00 | 0.00 | 14.44K |
ORACLE CORPSOLE | CIN | 15.54K | SH | $3.0K 1.40% | 0.00 | 0.00 | 15.54K |
PALANTIR TECHNOLOGIESSOLE | CL A | 17K | SH | $3.0K 1.40% | 0.00 | 0.00 | 17K |
UNIVERSAL HEALTH SERVICES INCSOLE | CL B | 12.53K | SH | $2.7K 1.26% | 0.00 | 0.00 | 12.53K |
HCA HEALTHCARE INCSOLE | COM | 5.78K | SH | $2.7K 1.25% | 0.00 | 0.00 | 5.78K |
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