Cunning Capital Partners, LP has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $179 Million distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $12.4M, Kla Corp with a value of $6.56M, Meta Platforms, Inc. with a value of $6.1M, Morgan Stanley with a value of $5.72M, and Alphabet Inc. with a value of $5.13M.

Examining the 13F form we can see an decrease of $2.12M in the current position value, from $181M to 179M.

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 $179 Million
Technology: $55.3 Million
Healthcare: $25.3 Million
Financial Services: $20.9 Million
Communication Services: $18.4 Million
Consumer Cyclical: $17.4 Million
Industrials: $12.4 Million
Energy: $6.79 Million
Utilities: $5.83 Million
Other: $10.7 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $179 Million
  • Prior Value $181 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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