Cunning Capital Partners, LP — 13F holdings

Cunning Capital Partners, LP reported 55 holdings worth $248M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. KLAC KLA CORP — $23.9M (9.6%)
2. NVDA NVIDIA CORPORATION — $19.9M (8.0%)
3. AMD ADVANCED MICRO DEVICES INC — $16.1M (6.5%)
4. CLS CELESTICA INC — $14.6M (5.9%)
5. APP AppLovin Corp — $14.4M (5.8%)
6. GOOG ALPHABET INC — $9.82M (4.0%)
7. MS MORGAN STANLEY — $9.57M (3.9%)
8. AVGO BROADCOM INC — $9.12M (3.7%)
9. DELL DELL TECHNOLOGIES INC — $8.09M (3.3%)
10. TPR TAPESTRY INC — $7.36M (3.0%)