Cunning Capital Partners, LP Portfolio Holdings

Cunning Capital Partners, LP

  • $216 Million
  • Q3 2025

Cunning Capital Partners, LP has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $216 Million distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: App Lovin Corp with a value of $20.1M, Nvidia Corp with a value of $18.6M, Celestica Inc with a value of $9.87M, Meta Platforms, Inc. with a value of $8.84M, and Kla Corp with a value of $8.53M.

Examining the 13F form we can see an increase of $23.9M in the current position value, from $192M to 216M.

Cunning Capital Partners, LP is based out at Morrisville, NC

Below you can find more details about Cunning Capital Partners, LP portfolio as well as his latest detailed transactions.

Portfolio value $216 Million
Technology: $89.7 Million
Communication Services: $22.9 Million
Financial Services: $20.2 Million
Consumer Cyclical: $18.2 Million
Healthcare: $17.8 Million
Industrials: $13.3 Million
Utilities: $7.9 Million
ETFs: $5.31 Million
Other: $4.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$163B
$20.1 Million 9.33% of portfolio
28,037
Q3 2025 Reduced 16.3%
$465B
$18.6 Million 8.6% of portfolio
99,478
Q1 2025 Reduced 0.57%
Celestica Inc
-
$9.87 Million 4.57% of portfolio
-
Q3 2025 Reduced 23.23%
$1.37T
$8.84 Million 4.1% of portfolio
12,036
Q1 2025 Reduced 0.57%
$161B
$8.53 Million 3.95% of portfolio
7,905
Q1 2025 Reduced 0.57%
$139B
$7.97 Million 3.69% of portfolio
24,151
Q1 2025 Reduced 0.57%
$270B
$7.28 Million 3.37% of portfolio
45,796
Q3 2025 Reduced 21.77%
$1.74T
$6.77 Million 3.14% of portfolio
27,800
Q1 2025 Reduced 0.57%
$266B
$6.45 Million 2.99% of portfolio
22,844
Q1 2025 Reduced 0.57%
$24.5B
$5.69 Million 2.64% of portfolio
50,261
Q1 2025 Reduced 0.57%
$49.1B
$4.79 Million 2.22% of portfolio
3,997
Q1 2025 Reduced 0.57%
$12.2B
$4.66 Million 2.16% of portfolio
23,863
Q1 2025 Reduced 0.57%
$388B
$4.49 Million 2.08% of portfolio
27,750
Q1 2025 Reduced 0.57%
$136B
$4.46 Million 2.07% of portfolio
10,470
Q1 2025 Reduced 0.57%
$593B
$4.37 Million 2.03% of portfolio
15,541
Q1 2025 Reduced 0.57%
$38.8B
$4.31 Million 2.0% of portfolio
26,632
Q1 2025 Reduced 0.57%
$61.4B
$3.66 Million 1.7% of portfolio
8,839
Q1 2025 Reduced 0.57%
$111B
$3.58 Million 1.66% of portfolio
10,887
Q1 2025 Reduced 0.58%
$255B
$3.33 Million 1.54% of portfolio
10,012
Q1 2025 Reduced 0.58%
$317B
$3.22 Million 1.49% of portfolio
38,454
Q1 2025 Reduced 0.57%
$2.39T
$3.17 Million 1.47% of portfolio
14,440
Q1 2025 Reduced 0.57%
Servicenow Inc
-
$3.13 Million 1.45% of portfolio
-
Q1 2025 Reduced 0.58%
$342B
$3.1 Million 1.44% of portfolio
17,000
Q1 2025 New
$53.8B
$2.99 Million 1.38% of portfolio
19,031
Q1 2025 Reduced 0.57%
$9.75B
$2.8 Million 1.29% of portfolio
12,777
Q1 2025 Reduced 0.57%
$34.7B
$2.66 Million 1.23% of portfolio
18,750
Q2 2025 New
$14.8B
$2.56 Million 1.19% of portfolio
12,528
Q1 2025 Reduced 0.57%
$269B
$2.54 Million 1.18% of portfolio
10,609
Q1 2025 Reduced 0.57%
$3.78T
$2.52 Million 1.17% of portfolio
4,862
Q1 2025 Reduced 0.57%
$59.8B
$2.48 Million 1.15% of portfolio
13,189
Q1 2025 Reduced 0.57%
$121B
$2.42 Million 1.12% of portfolio
3,137
Q1 2025 Reduced 0.57%
$102B
$2.38 Million 1.1% of portfolio
16,600
Q3 2025 New
$42.6B
$2.36 Million 1.09% of portfolio
17,698
Q1 2025 Reduced 0.57%
$132B
$2.3 Million 1.07% of portfolio
9,311
Q1 2025 Reduced 0.58%
$41.2B
$2.29 Million 1.06% of portfolio
7,671
Q1 2025 Reduced 0.57%
$279B
$2.25 Million 1.04% of portfolio
8,407
Q1 2025 Reduced 0.57%
$0
$2.2 Million 1.02% of portfolio
43,000
Q2 2025 Reduced 14.0%
$4.3T
$2.2 Million 1.02% of portfolio
8,640
Q1 2025 Reduced 0.58%
$115B
$2.06 Million 0.95% of portfolio
4,200
Q1 2025 New
$27.2B
$2.01 Million 0.93% of portfolio
9,270
Q3 2025 New
$7.02B
$1.89 Million 0.88% of portfolio
37,360
Q1 2025 Reduced 0.57%
$39.4B
$1.89 Million 0.87% of portfolio
2,627
Q3 2025 New
$45.2B
$1.89 Million 0.87% of portfolio
31,613
Q1 2025 Reduced 0.57%
$971B
$1.79 Million 0.83% of portfolio
2,342
Q1 2025 Reduced 0.55%
$123B
$1.76 Million 0.81% of portfolio
6,229
Q1 2025 Reduced 0.57%
Reddit Inc
-
$1.74 Million 0.8% of portfolio
-
Q3 2025 New
$16.1B
$1.69 Million 0.78% of portfolio
13,970
Q1 2025 Reduced 0.57%
$303B
$1.62 Million 0.75% of portfolio
10,435
Q1 2025 Reduced 0.57%
Corpay Inc
-
$1.56 Million 0.72% of portfolio
-
Q1 2025 Reduced 0.57%

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $216 Million
  • Prior Value $192 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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