13F Filings History of Cunning Capital Partners, LP

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$216,129,000
Signature - Title
Elizabeth Foreman - Managing Partner
Location
Morrisville, NC
Summary
This page shows a list of all the recent 13F filings made by Cunning Capital Partners, LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cunning Capital Partners, LP reported 56 stock holdings with total value $216,129,000 as of Q4 2025. Top holdings included APP, NVDA, CLS, KLAC, and GOOG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 56 $216,129,000 +$6,616,100 -$3,728,882 +$2,887,218 APP, NVDA, CLS, KLAC, GOOG 13F-HR 11 Feb 2026, 14:20
Q3 2025 55 $215,831,000 +$8,090,048 -$15,339,005 -$7,248,957 APP, NVDA, CLS, META, KLAC 13F-HR 13 Nov 2025, 15:30
Q2 2025 55 $191,950,000 +$2,544,000 -$4,059,127 -$1,515,127 NVDA, APP, META, MS, CLS 13F-HR 18 Aug 2025, 08:38
Q1 2025 54 $156,892,000 +$8,542,688 -$4,161,621 +$4,381,067 NVDA, APP, META, MS, IBM 13F-HR 14 May 2025, 11:38
Q4 2024 54 $162,007,000 +$1,238,513 -$38,341,096 -$37,102,583 NVDA, APP, MS, META, AVGO 13F-HR 13 Feb 2025, 11:26
Q3 2024 77 $188,673,000 +$7,494,081 -$4,562,000 +$2,932,081 NVDA, META, KLAC, MS, IBM 13F-HR 12 Nov 2024, 12:23
Q2 2024 80 $175,637,000 +$11,615,925 -$4,875,358 +$6,740,567 NVDA, KLAC, META, MS, GOOG 13F-HR 13 Aug 2024, 10:41
Q1 2024 82 $178,402,000 +$15,942,561 -$22,343,810 -$6,401,249 NVDA, META, KLAC, MS, AMD 13F-HR 13 May 2024, 12:00
Q4 2023 83 $160,494,000 +$18,120,712 -$23,850,323 -$5,729,611 NVDA, KLAC, META, AMD, GOOG Restatement 13 Feb 2024, 12:59
Q3 2023 88 $148,974,000 +$148,974,000 $0 +$148,974,000 GOOG, KLAC, META, IBM, UNH 13F-HR 14 Nov 2023, 10:34
Q2 2023 0 $0 $0 -$146,765,000 -$146,765,000 13F-HR 14 Aug 2023, 11:34
Q1 2023 75 $146,765,000 +$27,849 $0 +$27,849 PGR, ADVANCE MICRO DEVICES, HCA, DE, VZ 13F-HR 15 May 2023, 10:24
Q4 2022 75 $141,265,000 +$22,855,136 -$22,726,606 +$128,530 PGR, DE, VZ, HCA, IBM 13F-HR 10 Feb 2023, 11:16
Q3 2022 68 $125,016,000 +$6,200,333 -$416,352 +$5,783,981 UNH, PGR, VZ, DE, CVS 13F-HR 14 Nov 2022, 10:55
Q2 2022 68 $128,321,000 +$60,429,585 -$54,728,425 +$5,701,160 UNH, VZ, PGR, IBM, MSFT 13F-HR 12 Aug 2022, 15:21
Q1 2022 33 $145,285,000 +$55,129,649 -$78,430,542 -$23,300,893 CVX, GOOG, PWR, DE, UNH 13F-HR 09 May 2022, 10:34
Q4 2021 30 $168,986,000 +$20,235,908 -$40,415,000 -$20,179,092 GOOG, EPAM, MSFT, UNH, META 13F-HR 15 Feb 2022, 09:58
Q3 2021 40 $189,903,000 +$11,271,000 -$3,184,000 +$8,087,000 TMUS, SQ, NVDA, GOOG, EW 13F-HR 15 Nov 2021, 10:02
Q2 2021 41 $186,323,000 +$30,030,729 -$14,198,117 +$15,832,612 TMUS, SQ, NVDA, GOOG, META 13F-HR 16 Aug 2021, 08:38
Q1 2021 42 $155,330,000 +$99,852,323 -$131,510,592 -$31,658,269 TMUS, SQ, META, AMZN, EW 13F-HR 14 May 2021, 13:33
Q4 2020 36 $186,199,000 +$19,115,500 -$13,434,000 +$5,681,500 NVDA, AMZN, ZS, OKTA, SHOP 13F-HR 16 Feb 2021, 07:49
Q3 2020 26 $158,142,000 $0 -$4,009,000 -$4,009,000 NVDA, AMZN, VEEV, OKTA, SHOP 13F-HR 16 Nov 2020, 14:25
Q2 2020 29 $141,984,000 +$9,181,252 -$8,929,170 +$252,082 AMZN, OKTA, NVDA, MSFT, VEEV 13F-HR 11 Aug 2020, 14:41
Q1 2020 31 $108,219,000 +$108,219,000 $0 +$108,219,000 AMZN, MSFT, NVDA, VEEV, LMT 13F-HR 15 Jun 2020, 14:40
Q4 2019 1 $0 $0 $0 $0 13F-HR 27 May 2020, 15:42