CUNNING CAPITAL PARTNERS, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 99K | $18.55M |
 | TPR | 50K | $6.42M |
 | MS | 46K | $8.13M |
 | CLS | 40K | $11.84M |
 | NFLX | 40K | $3.75M |
 | WFC | 38K | $3.58M |
 | HRB | 37K | $1.63M |
 | HIMS | 34K | $1.11M |
 | CARR | 32K | $1.67M |
 | APP | 28K | $18.89M |
 | GOOG | 28K | $8.72M |
 | AMD | 28K | $5.94M |
 | NRG | 27K | $4.24M |
 | AVGO | 24K | $8.36M |
 | WSM | 24K | $4.26M |
 | IBM | 23K | $6.77M |
 | CAH | 19K | $3.91M |
 | DELL | 19K | $2.36M |
 | HIG | 18K | $2.44M |
 | PLTR | 17K | $3.02M |
NVIDIA Corporation
NVDA
Shares Held
99K
Value
$18.55M
Tapestry, Inc.
TPR
Shares Held
50K
Value
$6.42M
Morgan Stanley
MS
Shares Held
46K
Value
$8.13M
Celestica Inc.
CLS
Shares Held
40K
Value
$11.84M
Netflix, Inc.
NFLX
Shares Held
40K
Value
$3.75M
Wells Fargo & Company
WFC
Shares Held
38K
Value
$3.58M
H&R Block, Inc.
HRB
Shares Held
37K
Value
$1.63M
Hims & Hers Health, Inc.
HIMS
Shares Held
34K
Value
$1.11M
Carrier Global Corporation
CARR
Shares Held
32K
Value
$1.67M
AppLovin Corporation
APP
Shares Held
28K
Value
$18.89M
Alphabet Inc.
GOOG
Shares Held
28K
Value
$8.72M
Advanced Micro Devices, Inc.
AMD
Shares Held
28K
Value
$5.94M
NRG Energy, Inc.
NRG
Shares Held
27K
Value
$4.24M
Broadcom Inc.
AVGO
Shares Held
24K
Value
$8.36M
Williams-Sonoma, Inc.
WSM
Shares Held
24K
Value
$4.26M
International Business Machines Corporation
IBM
Shares Held
23K
Value
$6.77M
Cardinal Health, Inc.
CAH
Shares Held
19K
Value
$3.91M
Dell Technologies Inc.
DELL
Shares Held
19K
Value
$2.36M
The Hartford Financial Services Group, Inc.
HIG
Shares Held
18K
Value
$2.44M
Palantir Technologies Inc.
PLTR
Shares Held
17K
Value
$3.02M