13F Insight
DOSSIER · 13F-HR · Q1 2026

Cunning Capital Partners, LP

$197M in tracked AUM across 56 positions as of Q1 2026.

CC
CIK 0001571075 · last filed Mar 31, 2026
Total AUM
$197M
as of Q1 2026
Holdings
56
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Cunning Capital Partners, LP filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$17M99K8.8%02
KLAC
KLA CORP
$12M8K5.9%03
CLS
CELESTICA INC
$11M40K5.7%04
APP
APPLOVIN CORP
$11M28K5.7%05
GOOG
ALPHABET INC
$8M28K4.1%06
MS
MORGAN STANLEY
$8M46K3.8%07
AVGO
BROADCOM INC
$7M24K3.8%08
TPR
TAPESTRY INC
$7M50K3.6%09
META
META PLATFORMS INC-CLASS A
$7M12K3.5%10
AMD
ADVANCE MICRO DEVICES
$6M28K2.9%

Filing history

2026Q1Mar 31
$197M▼ 9.1%
56 positionsView →2025Q4Dec 31
$216M▲ 0.1%
56 positionsView →2025Q3Sep 30
$216M▲ 12.4%
55 positionsView →2025Q2Jun 30
$192M▲ 22.3%
55 positionsLocked2025Q1Mar 31
$157M▼ 6.0%
54 positionsLocked2024Q4Dec 31
$167M▼ 12.8%
54 positionsLocked2024Q3Sep 30
$191M▲ 7.1%
77 positionsLocked2024Q2Jun 30
$179M▼ 1.2%
80 positionsLocked2024Q1Mar 31
$181M▲ 12.6%
82 positionsLocked2023Q4Dec 31
$160M▲ 5.6%
83 positionsLocked2023Q3Sep 30
$152M▲ 96101.0%
88 positionsLocked2023Q2Jun 30
$158K▼ 99.9%
87 positionsLocked
Showing 12 of 26