Cunning Capital Partners, LP

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 13, 2024
Value $
$176M
Signature - Title
Elizabeth Foreman - Managing Partner
Location
1204 Village Market Place #272, Morrisville, NC
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 80 $176M +$11.6M -$4.88M +$6.74M NVDA, KLAC, META, MS, GOOG 13F-HR 8/13/2024, 10:41 AM
Q1 2024 82 $178M +$15.9M -$22.3M -$6.4M NVDA, META, KLAC, MS, AMD 13F-HR 5/13/2024, 12:00 PM
Q4 2023 83 $160M +$18.1M -$21M -$2.86M NVDA, KLAC, META, AMD, GOOG Restatement 2/13/2024, 12:59 PM
Q3 2023 88 $146M +$146M $0 +$146M GOOG, KLAC, META, IBM, UNH 13F-HR 11/14/2023, 10:34 AM
Q2 2023 0 $0 $0 -$147M -$147M 13F-HR 8/14/2023, 11:34 AM
Q1 2023 75 $143M +$27.8K $0 +$27.8K PGR, HCA, DE, VZ, PWR 13F-HR 5/15/2023, 10:24 AM
Q4 2022 75 $139M +$22.9M -$22.7M +$129K PGR, DE, VZ, HCA, IBM 13F-HR 2/10/2023, 11:16 AM
Q3 2022 68 $125M +$6.2M -$416K +$5.78M UNH, PGR, VZ, DE, CVS 13F-HR 11/14/2022, 10:55 AM
Q2 2022 67 $128M +$60.4M -$54.7M +$5.7M UNH, VZ, PGR, IBM, MSFT 13F-HR 8/12/2022, 03:21 PM
Q1 2022 33 $145M +$55.1M -$87.1M -$31.9M CVX, GOOG, PWR, DE, UNH 13F-HR 5/9/2022, 10:34 AM
Q4 2021 29 $178M +$20.2M -$40.4M -$20.2M GOOG, NVDA, EPAM, MSFT, UNH 13F-HR 2/15/2022, 09:58 AM
Q3 2021 40 $190M +$11.3M -$3.18M +$8.09M TMUS, SQ, NVDA, GOOG, EW 13F-HR 11/15/2021, 10:02 AM
Q2 2021 40 $186M +$30M -$14.2M +$15.8M TMUS, SQ, NVDA, GOOG, META 13F-HR 8/16/2021, 08:38 AM
Q1 2021 41 $155M +$99.9M -$132M -$31.7M TMUS, SQ, META, AMZN, EW 13F-HR 5/14/2021, 01:33 PM
Q4 2020 35 $186M +$19.1M -$13.4M +$5.68M NVDA, AMZN, ZS, OKTA, SHOP 13F-HR 2/16/2021, 07:49 AM
Q3 2020 26 $158M $0 -$4.01M -$4.01M NVDA, AMZN, VEEV, OKTA, SHOP 13F-HR 11/16/2020, 02:25 PM
Q2 2020 29 $142M +$9.18M -$8.93M +$252K AMZN, OKTA, NVDA, MSFT, VEEV 13F-HR 8/11/2020, 02:41 PM
Q1 2020 31 $108M +$108M $0 +$108M AMZN, MSFT, NVDA, VEEV, LMT 13F-HR 6/15/2020, 02:40 PM
Q4 2019 0 $0 $0 $0 13F-HR 5/27/2020, 03:42 PM