Q4 2024 · 13F-HR
Cunning Capital Partners, LPholdings as filed
Filed 2025-02-13 · accession 0001571075-25-000001
$166,850
Reported value
54
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $13,436 | 8.05% | 100,050 | Common | NONE |
| 03831W108 | APP | APPLOVIN CORP | $10,910 | 6.54% | 33,690 | Common | NONE |
| 617446448 | MS | MORGAN STANLEY | $7,402 | 4.44% | 58,878 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC-CLASS A | $7,088 | 4.25% | 12,105 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $5,631 | 3.37% | 24,290 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $5,325 | 3.19% | 27,960 | Common | NONE |
| 459200101 | IBM | INTL BUSINESS MACHINES CORP | $5,051 | 3.03% | 22,975 | Common | NONE |
| 482480100 | KLAC | KLA CORP | $5,009 | 3.00% | 7,950 | Common | NONE |
| 15102K100 | CELC | CELESTICA INC | $4,843 | 2.90% | 52,465 | Common | NONE |
| 969904101 | WSM | WILLIAMS-SONOMA INC | $4,444 | 2.66% | 24,000 | Common | NONE |
| 91762P102 | — | SERVICENOW INC | $3,631 | 2.18% | 3,425 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $3,583 | 2.15% | 4,020 | Common | NONE |
| 007903107 | AMD | ADVANCE MICRO DEVICES | $3,371 | 2.02% | 27,910 | Common | NONE |
| 876030107 | TPR | TAPESTRY INC | $3,302 | 1.98% | 50,550 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $3,186 | 1.91% | 14,523 | Common | NONE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $3,161 | 1.89% | 10,530 | Common | NONE |
| 911363109 | URI | UNITED RENTAL INC | $3,110 | 1.86% | 4,415 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $2,989 | 1.79% | 10,070 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $2,924 | 1.75% | 5,780 | Common | NONE |
| 74762E102 | QURE | QUANTA SERVICES INC | $2,810 | 1.68% | 8,890 | Common | NONE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $2,745 | 1.65% | 24,850 | Common | NONE |
| 949746101 | WMT2 | WELLS FARGO CO NEW | $2,717 | 1.63% | 38,675 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $2,605 | 1.56% | 15,630 | Common | NONE |
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $2,450 | 1.47% | 10,950 | Common | NONE |
| 629377508 | NRG | NRG ENERGY INC | $2,417 | 1.45% | 26,785 | Common | NONE |
| 872590104 | TMUS | T-MOBILE US INC | $2,355 | 1.41% | 10,670 | Common | NONE |
| 828806109 | SPG | SIMON PROPERTY GRP INC NEW | $2,284 | 1.37% | 13,265 | Common | NONE |
| 14149Y108 | CAH | CARDINAL HEALTH INC | $2,264 | 1.36% | 19,140 | Common | NONE |
| 913903100 | UHS | UNIVERSAL HEALTH SERVICES INC | $2,261 | 1.36% | 12,600 | Common | NONE |
| 743315103 | PGR | PROGRESSIVE CORP OHIO | $2,244 | 1.34% | 9,365 | Common | NONE |
| 05329W102 | AN | AUTONATION INC | $2,182 | 1.31% | 12,850 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $2,176 | 1.30% | 8,690 | Common | NONE |
| 14448C104 | CARR | CARRIER GLOBAL CORP | $2,170 | 1.30% | 31,795 | Common | NONE |
| 46429B655 | FLOT | ISHARES TR | $2,086 | 1.25% | 41,000 | Common | NONE |
| 803054204 | SAP | SAP SE | $2,082 | 1.25% | 8,455 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $2,061 | 1.24% | 4,890 | Common | NONE |
| 548661107 | LOW | LOWE'S COS INC | $2,009 | 1.20% | 8,140 | Common | NONE |
| 12008R107 | BLDR | BUILDERS FIRSTSOURCE INC | $2,008 | 1.20% | 14,050 | Common | NONE |
| 093671105 | HRB | H&R BLOCK INC | $1,985 | 1.19% | 37,575 | Common | NONE |
| 416515104 | HIG | HARTFORD FINL SVCS GROUP INC | $1,947 | 1.17% | 17,800 | Common | NONE |
| 219948106 | CPAY | CORPAY INC | $1,838 | 1.10% | 5,430 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $1,818 | 1.09% | 2,355 | Common | NONE |
| 58155Q103 | MCK | MCKESSON CORP | $1,798 | 1.08% | 3,155 | Common | NONE |
| H1467J104 | CB | CHUBB LIMITED | $1,731 | 1.04% | 6,265 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $1,722 | 1.03% | 5,150 | Common | NONE |
| 922475108 | VEEV | VEEVA SYS INC | $1,622 | 0.97% | 7,715 | Common | NONE |
| 366651107 | IT | GARTNER INC | $1,567 | 0.94% | 3,235 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP | $1,520 | 0.91% | 10,495 | Common | NONE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $1,442 | 0.86% | 38,760 | Common | NONE |
| 466313103 | JBL | JABIL INC | $1,403 | 0.84% | 9,750 | Common | NONE |
| 125523100 | CI | CIGNA CORP NEW | $1,290 | 0.77% | 4,670 | Common | NONE |
| 464288679 | SHV | ISHARES TR | $1,239 | 0.74% | 11,250 | Common | NONE |
| 92206C409 | VCSH | VANGUARD SCOTTSDALE FDS | $1,060 | 0.64% | 13,200 | Common | NONE |
| 92206C870 | VCIT | VANGUARD SCOTTSDALE FDS | $546 | 0.33% | 7,000 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.