13F-HR filed by Cunning Capital Partners, LP
Cunning Capital Partners, LP filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-14, with 54 holding rows worth $156,892,000.
- Accession
- 0001571075-25-000003
- Filer
- CIK 1571075
- Filed
- 2025-05-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 54 entries on the cover page, a total value of $156,892,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $156,892,000 with VALUE read as thousands, detected and multiplied, 13F file number 028-20293. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NVIDIA Corp | 67066G104 | COM | 99,478 | $10,781,000 | thousands, detected and multiplied | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 33,497 | $8,876,000 | thousands, detected and multiplied | |
| META PLATFORMS INC CL A | 30303M102 | COM | 12,036 | $6,937,000 | thousands, detected and multiplied | |
| Morgan Stanley | 617446448 | COM | 58,541 | $6,830,000 | thousands, detected and multiplied | |
| International Business Machines Corporation | 459200101 | COM | 22,844 | $5,680,000 | thousands, detected and multiplied | |
| KLA CORP | 482480100 | COM | 7,905 | $5,374,000 | thousands, detected and multiplied | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 27,800 | $4,343,000 | thousands, detected and multiplied | |
| CELESTICA INC COM | 15101Q207 | Stock | 52,165 | $4,111,000 | thousands, detected and multiplied | |
| Broadcom Inc. | 11135F101 | COM | 24,151 | $4,044,000 | thousands, detected and multiplied | |
| WILLIAMS SONOMA INC COM | 969904101 | Stock | 23,863 | $3,773,000 | thousands, detected and multiplied | |
| Netflix, Inc | 64110L106 | COM | 3,997 | $3,727,000 | thousands, detected and multiplied | |
| HCA Healthcare Inc | 40412C101 | COM | 10,470 | $3,618,000 | thousands, detected and multiplied | |
| TAPESTRY INC COM | 876030107 | Stock | 50,261 | $3,539,000 | thousands, detected and multiplied | |
| UnitedHealth Group Inc | 91324P102 | COM | 5,747 | $3,010,000 | thousands, detected and multiplied | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 27,750 | $2,851,000 | thousands, detected and multiplied | |
| T-Mobile US,Inc. | 872590104 | COM | 10,609 | $2,830,000 | thousands, detected and multiplied | |
| Wells Fargo & Company | 949746101 | COM | 38,454 | $2,761,000 | thousands, detected and multiplied | |
| UNITED RENTALS INC COM | 911363109 | Stock | 4,390 | $2,751,000 | thousands, detected and multiplied | |
| Amazon.com, Inc | 023135106 | COM | 14,440 | $2,747,000 | thousands, detected and multiplied | |
| SERVICENOW INC | 91762P102 | COM | 3,405 | $2,711,000 | thousands, detected and multiplied | |
| American Express Company | 025816109 | COM | 10,012 | $2,694,000 | thousands, detected and multiplied | |
| Progressive Corporation | 743315103 | COM | 9,311 | $2,635,000 | thousands, detected and multiplied | |
| CARDINAL HEALTH INC | 14149Y108 | COM | 19,031 | $2,622,000 | thousands, detected and multiplied | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 50,000 | $2,553,000 | thousands, detected and multiplied | |
| NRG ENERGY INC COM NEW | 629377508 | Stock | 26,632 | $2,542,000 | thousands, detected and multiplied | |
| UNIVERSAL HLTH SVCS INC CL B | 913903100 | Stock | 12,528 | $2,354,000 | thousands, detected and multiplied | |
| SAP SE SPON ADR | 803054204 | ADR | 8,407 | $2,257,000 | thousands, detected and multiplied | |
| QUANTA SVCS INC | 74762E102 | COM | 8,839 | $2,247,000 | thousands, detected and multiplied | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 10,887 | $2,195,000 | thousands, detected and multiplied | |
| SIMON PPTY GROUP INC NEW COM | 828806109 | REIT | 13,189 | $2,190,000 | thousands, detected and multiplied | |
| HARTFORD INSURANCE GROUP INC COM | 416515104 | Stock | 17,698 | $2,190,000 | thousands, detected and multiplied | |
| Oracle Corporation | 68389X105 | COM | 15,541 | $2,173,000 | thousands, detected and multiplied | |
| MCKESSON CORP COM | 58155Q103 | Stock | 3,137 | $2,111,000 | thousands, detected and multiplied | |
| AUTONATION INC COM | 05329W102 | Stock | 12,777 | $2,069,000 | thousands, detected and multiplied | |
| BLOCK H & R INC COM | 093671105 | Stock | 37,360 | $2,051,000 | thousands, detected and multiplied | |
| CARRIER GLOBAL CORPORATION COM | 14448C104 | Stock | 31,613 | $2,004,000 | thousands, detected and multiplied | |
| Eli Lilly and Company | 532457108 | COM | 2,342 | $1,934,000 | thousands, detected and multiplied | |
| Apple Inc | 037833100 | COM | 8,640 | $1,919,000 | thousands, detected and multiplied | |
| Lowes Companies,Inc. | 548661107 | COM | 8,093 | $1,888,000 | thousands, detected and multiplied | |
| CORPAY INC COM SHS | 219948106 | Stock | 5,399 | $1,883,000 | thousands, detected and multiplied | |
| Chubb Limited | H1467J104 | COM | 6,229 | $1,881,000 | thousands, detected and multiplied | |
| Microsoft Corp | 594918104 | COM | 4,862 | $1,825,000 | thousands, detected and multiplied | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 7,671 | $1,777,000 | thousands, detected and multiplied | |
| Chevron Corporation | 166764100 | COM | 10,435 | $1,746,000 | thousands, detected and multiplied | |
| BUILDERS FIRSTSOURCE INC COM | 12008R107 | Stock | 13,970 | $1,745,000 | thousands, detected and multiplied | |
| iShares Short Treasury Bond ETF | 464288679 | SHS | 14,000 | $1,546,000 | thousands, detected and multiplied | |
| Cigna Corporation | 125523100 | COM | 4,643 | $1,528,000 | thousands, detected and multiplied | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 24,708 | $1,521,000 | thousands, detected and multiplied | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 4,200 | $1,481,000 | thousands, detected and multiplied | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 17,000 | $1,435,000 | thousands, detected and multiplied | |
| Salesforce.com, Inc | 79466L302 | COM | 5,121 | $1,374,000 | thousands, detected and multiplied | |
| GARTNERINC | 366651107 | STOK | 3,217 | $1,350,000 | thousands, detected and multiplied | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 16,200 | $1,325,000 | thousands, detected and multiplied | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 7,000 | $553,000 | thousands, detected and multiplied |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001571075-25-000003 | this filing | 2025-05-14 | acceptance time not in the bulk data set |