Cunning Capital Partners, LP

MORRISVILLE, NC · CIK 1571075 · 13F filing filed 2026-08-11

SEC-registered investment adviser since 2020 · limited liability company

Assets managed$228.4m
Staff2 · 2 in investment roles
Main clients (by assets)Private funds 100%
Private funds1 (1 hedge) · $228.4m gross assets
Form ADV · 2026-03-11SEC adviser record

Kindhedge funds
Others nearbyCary, NC

As an employer

Private fundshedge 1

$247.8m reported value +26.1% vs Q1 2026

55positions

53.6%in top 10

0 new 1 added 1 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	KLA CORP COM NEW KLAC	KLAC	79,050	$23.9m9.63%	9.63%	Unchanged
2	NVIDIA CORPORATION COM NVDA	NVDA	99,478	$19.9m8.03%	8.03%	Unchanged
3	ADVANCED MICRO DEVICES INC COM AMD	AMD	27,750	$16.1m6.51%	6.51%	Unchanged
4	CELESTICA INC COM CLS	CLS	40,047	$14.6m5.90%	5.90%	Unchanged
5	APPLOVIN CORP COM CL A APP	APP	28,037	$14.4m5.83%	5.83%	Unchanged
6	ALPHABET INC CAP STK CL C GOOG	GOOG	27,800	$9.8m3.96%	3.96%	Unchanged
7	MORGAN STANLEY COM NEW MS	MS	45,796	$9.6m3.86%	3.86%	Unchanged
8	BROADCOM INC COM AVGO	AVGO	24,151	$9.1m3.68%	3.68%	Unchanged
9	DELL TECHNOLOGIES INC CL C DELL	DELL	18,750	$8.1m3.27%	3.27%	Unchanged
10	TAPESTRY INC COM TPR	TPR	50,261	$7.4m2.97%	2.97%	Unchanged
11	META PLATFORMS INC CL A META	META	12,036	$6.8m2.74%	2.74%	Unchanged
12	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	22,844	$6.4m2.59%	2.59%	Unchanged
13	QUANTA SVCS INC COM PWR	PWR	8,839	$6.4m2.57%	2.57%	Unchanged
14	WILLIAMS SONOMA INC COM WSM	WSM	23,863	$5.6m2.24%	2.24%	Unchanged
15	UNITED RENTALS INC COM URI	URI	4,390	$5.0m2.01%	2.01%	Unchanged
16	CARDINAL HEALTH INC COM CAH	CAH	19,031	$4.5m1.82%	1.82%	Unchanged
17	NRG ENERGY INC COM NEW NRG	NRG	26,632	$3.9m1.57%	1.57%	Unchanged
18	JABIL INC COM JBL	JBL	9,270	$3.6m1.44%	1.44%	Unchanged
19	AMAZON COM INC COM AMZN	AMZN	14,440	$3.4m1.39%	1.39%	Unchanged
20	AMERICAN EXPRESS CO COM AXP	AXP	10,012	$3.4m1.37%	1.37%	Unchanged
21	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	4,200	$3.2m1.29%	1.29%	Unchanged
22	WELLS FARGO CO NEW COM WFC	WFC	38,454	$3.2m1.28%	1.28%	Unchanged
23	SIMON PPTY GROUP INC NEW COM SPG	SPG	13,189	$3.0m1.19%	1.19%	Unchanged
24	NETFLIX INC COM NFLX	NFLX	39,970	$2.9m1.15%	1.15%	Unchanged
25	ELI LILLY & CO COM LLY	LLY	2,342	$2.8m1.13%	1.13%	Unchanged
26	CONSTELLATION ENERGY CORP COM CEG	CEG	10,887	$2.7m1.09%	1.09%	Unchanged
27	APPLE INC COM AAPL	AAPL	8,640	$2.5m1.01%	1.01%	Unchanged
28	AUTONATION INC COM AN	AN	12,777	$2.4m0.96%	0.96%	Unchanged
29	MCKESSON CORP COM MCK	MCK	3,137	$2.4m0.96%	0.96%	Unchanged
30	HARTFORD INSURANCE GROUP INC COM HIG	HIG	17,698	$2.3m0.95%	0.95%	Unchanged
31	CARRIER GLOBAL CORPORATION COM CARR	CARR	31,613	$2.3m0.94%	0.94%	Unchanged
32	ORACLE CORP COM ORCL	ORCL	15,541	$2.3m0.92%	0.92%	Unchanged
33	HCA HEALTHCARE INC COM HCA	HCA	5,775	$2.3m0.91%	0.91%	Unchanged
34	CHUBB LIMITED COM CB	CB	6,229	$2.1m0.86%	0.86%	Unchanged
35	PROGRESSIVE CORP COM PGR	PGR	9,311	$2.0m0.82%	0.82%	Unchanged
36	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	17,000	$2.0m0.80%	0.80%	Unchanged
37	UNIVERSAL HLTH SVCS INC CL B UHS	UHS	12,528	$1.9m0.75%	0.75%	Unchanged
38	MICROSOFT CORP COM MSFT	MSFT	4,862	$1.8m0.73%	0.73%	Unchanged
39	CORPAY INC COM SHS CPAY	CPAY	5,399	$1.8m0.73%	0.73%	Unchanged
40	T-MOBILE US INC COM TMUS	TMUS	10,609	$1.8m0.72%	0.72%	Unchanged
41	CHEVRON CORP NEW COM CVX	CVX	10,435	$1.7m0.70%	0.70%	Unchanged
42	SERVICENOW INC COM COM		17,025	$1.7m0.68%	0.68%	Unchanged
43	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	16,600	$1.7m0.67%	0.67%	Unchanged
44	ISHARES TR FLTG RATE NT ETF FLOT	FLOT	29,000	$1.5m0.60%	0.60%	Unchanged
45	AXON ENTERPRISE INC COM AXON	AXON	2,627	$1.5m0.59%	0.59%	Unchanged
46	BLOCK H & R INC COM HRB	HRB	37,360	$1.4m0.57%	0.57%	Unchanged
47	VEEVA SYS INC CL A COM VEEV	VEEV	7,671	$1.4m0.55%	0.55%	Unchanged
48	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	16,200	$1.3m0.54%	0.54%	Unchanged
49	REDDIT INC CL A RDDT	RDDT	7,550	$1.3m0.53%	0.53%	Unchanged
50	SAP SE SPON ADR SAP	SAP	8,407	$1.3m0.52%	0.52%	Unchanged
51	THE CIGNA GROUP COM CI	CI	4,643	$1.3m0.52%	0.52%	Unchanged
52	BUILDERS FIRSTSOURCE INC COM BLDR	BLDR	13,970	$1.2m0.50%	0.50%	Unchanged
53	ISHARES TR PFD AND INCM SEC PFF	PFF	18,500	$564.0k0.23%	0.23%	Added +5.5k	+5,500 42.3%
54	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	3,850	$304.0k0.12%	0.12%	Unchanged
55	ISHARES TR SHORT TREAS BD SHV	SHV	2,300	$254.0k0.10%	0.10%	Reduced -200	-200 -8.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HIMS & HERS HEALTH INC HIMS	HIMS	34,200	$710.0k34.2k shares