Cunning Capital Partners, LP has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $181 Million distributed in 82 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $9.04M, Meta Platforms, Inc. with a value of $5.88M, Morgan Stanley with a value of $5.54M, Kla Corp with a value of $5.55M, and Advanced Micro Devices Inc with a value of $5.04M.
Examining the 13F form we can see an increase of $20.3M in the current position value, from $160M to 181M.
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
$181 Million
Technology: $51.8 Million
Healthcare: $25.1 Million
Financial Services: $21 Million
Communication Services: $18.8 Million
Consumer Cyclical: $18.3 Million
Industrials: $15.7 Million
Energy: $7.15 Million
Utilities: $5.33 Million
Other: $11.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions