Cunning Capital Partners, LP has filed its 13F form on August 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $192 Million distributed in 55 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $15.7M, App Lovin Corp with a value of $11.7M, Meta Platforms, Inc. with a value of $8.88M, Morgan Stanley with a value of $8.25M, and Celestica Inc with a value of $8.14M.
Examining the 13F form we can see an increase of $35.1M in the current position value, from $157M to 192M.
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
$192 Million
Technology: $73.4 Million
Communication Services: $21.7 Million
Financial Services: $21.1 Million
Consumer Cyclical: $17.9 Million
Healthcare: $17.3 Million
Industrials: $10.6 Million
Utilities: $7.79 Million
ETFs: $5.19 Million
Other: $3.61 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
