CUNNING CAPITAL PARTNERS, LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 99K | $17.35M |
 | TPR | 50K | $7.09M |
 | MS | 46K | $7.54M |
 | CLS | 40K | $11.28M |
 | NFLX | 40K | $3.84M |
 | WFC | 38K | $3.06M |
 | HRB | 37K | $1.19M |
 | HIMS | 34K | $710.00K |
 | CARR | 32K | $1.78M |
 | APP | 28K | $11.16M |
 | GOOG | 28K | $7.97M |
 | AMD | 28K | $5.64M |
 | NRG | 27K | $3.89M |
 | AVGO | 24K | $7.47M |
 | WSM | 24K | $4.35M |
 | IBM | 23K | $5.54M |
 | CAH | 19K | $4.02M |
 | DELL | 19K | $3.08M |
 | HIG | 18K | $2.39M |
 | PLTR | 17K | $2.49M |
NVIDIA Corporation
NVDA
Shares Held
99K
Value
$17.35M
Tapestry, Inc.
TPR
Shares Held
50K
Value
$7.09M
Morgan Stanley
MS
Shares Held
46K
Value
$7.54M
Celestica Inc.
CLS
Shares Held
40K
Value
$11.28M
Netflix, Inc.
NFLX
Shares Held
40K
Value
$3.84M
Wells Fargo & Company
WFC
Shares Held
38K
Value
$3.06M
H&R Block, Inc.
HRB
Shares Held
37K
Value
$1.19M
Hims & Hers Health, Inc.
HIMS
Shares Held
34K
Value
$710.00K
Carrier Global Corporation
CARR
Shares Held
32K
Value
$1.78M
AppLovin Corporation
APP
Shares Held
28K
Value
$11.16M
Alphabet Inc.
GOOG
Shares Held
28K
Value
$7.97M
Advanced Micro Devices, Inc.
AMD
Shares Held
28K
Value
$5.64M
NRG Energy, Inc.
NRG
Shares Held
27K
Value
$3.89M
Broadcom Inc.
AVGO
Shares Held
24K
Value
$7.47M
Williams-Sonoma, Inc.
WSM
Shares Held
24K
Value
$4.35M
International Business Machines Corporation
IBM
Shares Held
23K
Value
$5.54M
Cardinal Health, Inc.
CAH
Shares Held
19K
Value
$4.02M
Dell Technologies Inc.
DELL
Shares Held
19K
Value
$3.08M
The Hartford Insurance Group, Inc.
HIG
Shares Held
18K
Value
$2.39M
Palantir Technologies Inc.
PLTR
Shares Held
17K
Value
$2.49M