Filed: 5/13/2026ACC: 0001571075-26-000002
📋 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 $196.5K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
56
Positions
$196.5K
Total AUM (reported)
1.02M
Total Shares
Allocation by class
COM$124.7K63.4%
COM NEW$23.1K11.7%
COM CL A$13.0K6.6%
CL A$12.0K6.1%
CAP STK CL C$8.0K4.1%
CL C$3.1K1.6%
CIN$2.3K1.2%
Portfolio Concentration
Top 3$40.3K20.5%
4–10$53.8K27.4%
11–25$52.9K26.9%
Rest$49.7K25.3%
Top 3 weight
20.5%
Top 10 weight
47.8%
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:
NVIDIA CORPORATION
SOLEShares99.48K
TypeSH
Market value$17.3K
8.83%
Sole
0.00
Shared
0.00
None
99.48K
KLA CORP
SOLEShares7.91K
TypeSH
Market value$11.6K
5.92%
Sole
0.00
Shared
0.00
None
7.91K
CELESTICA INC
SOLEShares40.05K
TypeSH
Market value$11.3K
5.74%
Sole
0.00
Shared
0.00
None
40.05K
APPLOVIN CORP
SOLEShares28.04K
TypeSH
Market value$11.2K
5.68%
Sole
0.00
Shared
0.00
None
28.04K
ALPHABET INC
SOLEShares27.80K
TypeSH
Market value$8.0K
4.06%
Sole
0.00
Shared
0.00
None
27.80K
MORGAN STANLEY
SOLEShares45.80K
TypeSH
Market value$7.5K
3.83%
Sole
0.00
Shared
0.00
None
45.80K
BROADCOM INC
SOLEShares24.15K
TypeSH
Market value$7.5K
3.80%
Sole
0.00
Shared
0.00
None
24.15K
TAPESTRY INC
SOLEShares50.26K
TypeSH
Market value$7.1K
3.61%
Sole
0.00
Shared
0.00
None
50.26K
META PLATFORMS INC-CLASS A
SOLEShares12.04K
TypeSH
Market value$6.9K
3.50%
Sole
0.00
Shared
0.00
None
12.04K
ADVANCE MICRO DEVICES
SOLEShares27.75K
TypeSH
Market value$5.6K
2.87%
Sole
0.00
Shared
0.00
None
27.75K
INTL BUSINESS MACHINES CORP
SOLEShares22.84K
TypeSH
Market value$5.5K
2.82%
Sole
0.00
Shared
0.00
None
22.84K
QUANTA SERVICES INC
SOLEShares8.84K
TypeSH
Market value$4.9K
2.47%
Sole
0.00
Shared
0.00
None
8.84K
WILLIAMS-SONOMA INC
SOLEShares23.86K
TypeSH
Market value$4.4K
2.21%
Sole
0.00
Shared
0.00
None
23.86K
CARDINAL HEALTH INC
SOLEShares19.03K
TypeSH
Market value$4.0K
2.05%
Sole
0.00
Shared
0.00
None
19.03K
NRG ENERGY INC
SOLEShares26.63K
TypeSH
Market value$3.9K
1.98%
Sole
0.00
Shared
0.00
None
26.63K
NETFLIX INC
SOLEShares39.97K
TypeSH
Market value$3.8K
1.96%
Sole
0.00
Shared
0.00
None
39.97K
UNITED RENTAL INC
SOLEShares4.39K
TypeSH
Market value$3.2K
1.63%
Sole
0.00
Shared
0.00
None
4.39K
DELL TECHNOLOGIES INC
SOLEShares18.75K
TypeSH
Market value$3.1K
1.57%
Sole
0.00
Shared
0.00
None
18.75K
WELLS FARGO CO NEW
SOLEShares38.45K
TypeSH
Market value$3.1K
1.56%
Sole
0.00
Shared
0.00
None
38.45K
CONSTELLATION ENERGY CORP
SOLEShares10.89K
TypeSH
Market value$3.0K
1.55%
Sole
0.00
Shared
0.00
None
10.89K
AMERICAN EXPRESS CO
SOLEShares10.01K
TypeSH
Market value$3.0K
1.54%
Sole
0.00
Shared
0.00
None
10.01K
AMAZON COM INC
SOLEShares14.44K
TypeSH
Market value$3.0K
1.53%
Sole
0.00
Shared
0.00
None
14.44K
HCA HEALTHCARE INC
SOLEShares5.78K
TypeSH
Market value$2.7K
1.39%
Sole
0.00
Shared
0.00
None
5.78K
MCKESSON CORP
SOLEShares3.14K
TypeSH
Market value$2.7K
1.38%
Sole
0.00
Shared
0.00
None
3.14K
AUTONATION INC
SOLEShares12.78K
TypeSH
Market value$2.5K
1.27%
Sole
0.00
Shared
0.00
None
12.78K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 99.48K | SH | $17.3K 8.83% | 0.00 | 0.00 | 99.48K |
KLA CORPSOLE | COM NEW | 7.91K | SH | $11.6K 5.92% | 0.00 | 0.00 | 7.91K |
CELESTICA INCSOLE | COM | 40.05K | SH | $11.3K 5.74% | 0.00 | 0.00 | 40.05K |
APPLOVIN CORPSOLE | COM CL A | 28.04K | SH | $11.2K 5.68% | 0.00 | 0.00 | 28.04K |
ALPHABET INCSOLE | CAP STK CL C | 27.80K | SH | $8.0K 4.06% | 0.00 | 0.00 | 27.80K |
MORGAN STANLEYSOLE | COM NEW | 45.80K | SH | $7.5K 3.83% | 0.00 | 0.00 | 45.80K |
BROADCOM INCSOLE | COM | 24.15K | SH | $7.5K 3.80% | 0.00 | 0.00 | 24.15K |
TAPESTRY INCSOLE | COM | 50.26K | SH | $7.1K 3.61% | 0.00 | 0.00 | 50.26K |
META PLATFORMS INC-CLASS ASOLE | CL A | 12.04K | SH | $6.9K 3.50% | 0.00 | 0.00 | 12.04K |
ADVANCE MICRO DEVICESSOLE | COM | 27.75K | SH | $5.6K 2.87% | 0.00 | 0.00 | 27.75K |
INTL BUSINESS MACHINES CORPSOLE | COM | 22.84K | SH | $5.5K 2.82% | 0.00 | 0.00 | 22.84K |
QUANTA SERVICES INCSOLE | COM | 8.84K | SH | $4.9K 2.47% | 0.00 | 0.00 | 8.84K |
WILLIAMS-SONOMA INCSOLE | COM | 23.86K | SH | $4.4K 2.21% | 0.00 | 0.00 | 23.86K |
CARDINAL HEALTH INCSOLE | COM | 19.03K | SH | $4.0K 2.05% | 0.00 | 0.00 | 19.03K |
NRG ENERGY INCSOLE | COM NEW | 26.63K | SH | $3.9K 1.98% | 0.00 | 0.00 | 26.63K |
NETFLIX INCSOLE | COM | 39.97K | SH | $3.8K 1.96% | 0.00 | 0.00 | 39.97K |
UNITED RENTAL INCSOLE | COM | 4.39K | SH | $3.2K 1.63% | 0.00 | 0.00 | 4.39K |
DELL TECHNOLOGIES INCSOLE | CL C | 18.75K | SH | $3.1K 1.57% | 0.00 | 0.00 | 18.75K |
WELLS FARGO CO NEWSOLE | COM | 38.45K | SH | $3.1K 1.56% | 0.00 | 0.00 | 38.45K |
CONSTELLATION ENERGY CORPSOLE | COM | 10.89K | SH | $3.0K 1.55% | 0.00 | 0.00 | 10.89K |
AMERICAN EXPRESS COSOLE | COM | 10.01K | SH | $3.0K 1.54% | 0.00 | 0.00 | 10.01K |
AMAZON COM INCSOLE | COM | 14.44K | SH | $3.0K 1.53% | 0.00 | 0.00 | 14.44K |
HCA HEALTHCARE INCSOLE | COM | 5.78K | SH | $2.7K 1.39% | 0.00 | 0.00 | 5.78K |
MCKESSON CORPSOLE | COM | 3.14K | SH | $2.7K 1.38% | 0.00 | 0.00 | 3.14K |
AUTONATION INCSOLE | COM | 12.78K | SH | $2.5K 1.27% | 0.00 | 0.00 | 12.78K |
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