The Analysis of Cunning Capital Partners, LP's Holdings
Currently, Cunning Capital Partners, LP holds 55 types of securities in its portfolio with a total value $215.8K. In the most recent quarter, they have increased their positions in HOOD (+16.6K shares, valued at $2.4K), JBL (+9.3K shares, valued at $2.0K), AXON (+2.6K shares, valued at $1.9K); decreased their positions in APP (-5.5K shares, valued at $3.9K), CLS (-12.1K shares, valued at $3.0K), MS (-12.7K shares, valued at $2.0K); initiated new positions in HOOD (+16.6K shares, valued at $2.4K), JBL (+9.3K shares, valued at $2.0K), AXON (+2.6K shares, valued at $1.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
APP APPLOVIN CORP28.0K shares-16.30%2025-09-302025-11-13
NVDA NVIDIA CORPORATION99.5K shares0.00%2025-09-302025-11-13 CLS CELESTICA INC40.0K shares-23.23%2025-09-302025-11-13 META META PLATFORMS INC-CLASS A12.0K shares0.00%2025-09-302025-11-13 KLAC KLA CORP7.9K shares0.00%2025-09-302025-11-13 AVGO BROADCOM INC24.2K shares0.00%2025-09-302025-11-13 MS MORGAN STANLEY45.8K shares-21.77%2025-09-302025-11-13 GOOG ALPHABET INC27.8K shares0.00%2025-09-302025-11-13 IBM INTL BUSINESS MACHINES CORP22.8K shares0.00%2025-09-302025-11-13 TPR TAPESTRY INC50.3K shares0.00%2025-09-302025-11-13 NFLX NETFLIX INC4.0K shares0.00%2025-09-302025-11-13 WSM WILLIAMS-SONOMA INC23.9K shares0.00%2025-09-302025-11-13 AMD ADVANCE MICRO DEVICES27.8K shares0.00%2025-09-302025-11-13 HCA HCA HEALTHCARE INC10.5K shares0.00%2025-09-302025-11-13 ORCL ORACLE CORP15.5K shares0.00%2025-09-302025-11-13 NRG NRG ENERGY INC26.6K shares0.00%2025-09-302025-11-13 URI UNITED RENTAL INC4.4K shares0.00%2025-09-302025-11-13 PWR QUANTA SERVICES INC8.8K shares0.00%2025-09-302025-11-13 CEG CONSTELLATION ENERGY CORP10.9K shares0.00%2025-09-302025-11-13 AXP AMERICAN EXPRESS CO10.0K shares0.00%2025-09-302025-11-13 WFC WELLS FARGO CO NEW38.5K shares0.00%2025-09-302025-11-13 AMZN AMAZON COM INC14.4K shares0.00%2025-09-302025-11-13 PLTR PALANTIR TECHNOLOGIES17.0K shares0.00%2025-09-302025-11-13 CAH CARDINAL HEALTH INC19.0K shares0.00%2025-09-302025-11-13 AN AUTONATION INC12.8K shares0.00%2025-09-302025-11-13 DELL DELL TECHNOLOGIES INC18.8K shares0.00%2025-09-302025-11-13 UHS UNIVERSAL HEALTH SERVICES INC12.5K shares0.00%2025-09-302025-11-13 TMUS T-MOBILE US INC10.6K shares0.00%2025-09-302025-11-13 MSFT MICROSOFT CORP4.9K shares0.00%2025-09-302025-11-13 SPG SIMON PROPERTY GRP INC NEW13.2K shares0.00%2025-09-302025-11-13 MCK MCKESSON CORP3.1K shares0.00%2025-09-302025-11-13 HOOD ROBINHOOD MKTS INC16.6K sharesnew addition2025-09-302025-11-13 HIG HARTFORD FINL SVCS GROUP INC17.7K shares0.00%2025-09-302025-11-13 PGR PROGRESSIVE CORP OHIO9.3K shares0.00%2025-09-302025-11-13 VEEV VEEVA SYS INC7.7K shares0.00%2025-09-302025-11-13 SAP SAP SE8.4K shares0.00%2025-09-302025-11-13 AAPL APPLE INC8.6K shares0.00%2025-09-302025-11-13 FLOT ISHARES TR43.0K shares0.00%2025-09-302025-11-13 CRWD CROWDSTRIKE HLDGS INC4.2K shares0.00%2025-09-302025-11-13 JBL JABIL INC9.3K sharesnew addition2025-09-302025-11-13 HRB H&R BLOCK INC37.4K shares0.00%2025-09-302025-11-13 CARR CARRIER GLOBAL CORP31.6K shares0.00%2025-09-302025-11-13 AXON AXON ENTERPRISE INC2.6K sharesnew addition2025-09-302025-11-13 LLY ELI LILLY & CO2.3K shares0.00%2025-09-302025-11-13 CB CHUBB LIMITED6.2K shares0.00%2025-09-302025-11-13 RDDT REDDIT INC7.5K sharesnew addition2025-09-302025-11-13 BLDR BUILDERS FIRSTSOURCE INC14.0K shares0.00%2025-09-302025-11-13 CVX CHEVRON CORP10.4K shares0.00%2025-09-302025-11-13 CPAY CORPAY INC5.4K shares0.00%2025-09-302025-11-13 VCIT VANGUARD SCOTTSDALE FDS16.2K shares0.00%2025-09-302025-11-13 CI CIGNA CORP NEW4.6K shares0.00%2025-09-302025-11-13 SHV ISHARES TR10.0K shares0.00%2025-09-302025-11-13 PFF ISHARES TR10.5K shares31.25%2025-09-302025-11-13 VCSH VANGUARD SCOTTSDALE FDS3.9K shares0.00%2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available