Long-term investor

Cunning Capital Partners, LP @cunningcapitalpartnerslp

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001571075).

Record

  • Tracked since 2025-06-30 (446 days), 46 trades recorded
  • Returns: week n/a · month n/a · 90 days +13.0% · 6 months n/a · 1 year +16.2% · all +16.2%
  • Max drawdown n/a · win rate 0% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • KLAC · 9.6% · long · since 2025-06-30
  • NVDA · 8.0% · long · since 2025-06-30
  • 007903107 · 6.5% · long · since 2025-06-30
  • 15101Q207 · 5.9% · long · since 2025-06-30
  • APP · 5.8% · long · since 2025-06-30
  • 02079K107 · 4.0% · long · since 2025-06-30
  • MS · 3.9% · long · since 2025-06-30
  • AVGO · 3.7% · long · since 2025-06-30
  • DELL · 3.3% · long · since 2025-06-30
  • TPR · 3.0% · long · since 2025-06-30
  • META · 2.7% · long · since 2025-06-30
  • IBM · 2.6% · long · since 2025-06-30

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