Cunning Capital Partners
Cunning Capital Partners reported 55 stocks worth $248K in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are KLAC (9.6%), NVDA (8.0%) and AMD (6.5%). Compared with Q1 2026, the fund added to KLAC and PFF, trimmed SHV and sold out of HIMS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  KLAC Kla Corp | $24K | 9.6% | 79K | +71K (+900%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $20K | 8.0% | 99K | No change | 8 of 8 | |
| 3 |  AMD Advanced Micro Devices Inc | $16K | 6.5% | 28K | No change | 8 of 8 | |
| 4 |  CLS Celestica Inc | $15K | 5.9% | 40K | No change | 6 of 8 | |
| 5 |  APP Applovin Corp | $14K | 5.8% | 28K | No change | 8 of 8 | |
| 6 |  GOOG Alphabet Inc | $10K | 4.0% | 28K | No change | 8 of 8 | |
| 7 |  MS Morgan Stanley | $10K | 3.9% | 46K | No change | 8 of 8 | |
| 8 |  AVGO Broadcom Inc | $9K | 3.7% | 24K | No change | 8 of 8 | |
| 9 |  DELL Dell Technologies Inc | $8K | 3.3% | 19K | No change | 5 of 8 | |
| 10 |  TPR Tapestry Inc | $7K | 3.0% | 50K | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 HIMS Hims & Hers Health Inc | $710 | 34K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Cunning Capital Partners 13F FAQ
What does Cunning Capital Partners own?
Cunning Capital Partners reported 55 stocks worth $248K in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are KLAC (9.6%), NVDA (8.0%) and AMD (6.5%). The table above lists every position in the filing (the top 10 without an account).
What did Cunning Capital Partners buy and sell in Q2 2026?
Compared with Q1 2026: 0 new positions, 2 added to, 1 trimmed and 1 sold out. It sold all of HIMS.
When will Cunning Capital Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Cunning Capital Partners's portfolio worth?
The Q2 2026 filing reports $248K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.