ELIZABETH FOREMAN

Cunning Capital Partners, Lp

Assets Managed

$196.547M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 19d ago

Growth Rate

-9.06%(2Q avg: -4.46%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cunning Capital Partners, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 56 positions.

Assets under management

The assets under management (AUM) of Cunning Capital Partners, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 196.547M in assets, with a quarterly growth rate of -9.06% and a 2-quarter average growth rate of -4.46%. The portfolio is managed by ELIZABETH FOREMAN, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value
NVDA Nvidia Corp Recent Activity	8.83%	$17.349M 99,478 shares@ $174.41 avg price
KLAC Kla Corp Recent Activity	5.93%	$11.639M 7,905 shares@ $1472.36 avg price
CLS Celestica Inc Recent Activity	5.74%	$11.28M 40,047 shares@ $281.67 avg price
APP Applovin Corp-class A Recent Activity	5.68%	$11.159M 28,037 shares@ $398.01 avg price
GOOG Alphabet Inc-cl C Recent Activity	4.06%	$7.975M 27,800 shares@ $286.88 avg price
MS Morgan Stanley Recent Activity	3.84%	$7.537M 45,796 shares@ $164.58 avg price
AVGO Broadcom Inc Recent Activity	3.81%	$7.475M 24,151 shares@ $309.52 avg price
TPR Tapestry Inc Recent Activity	3.61%	$7.092M 50,261 shares@ $141.11 avg price
META Meta Platforms Inc-class A Recent Activity	3.51%	$6.886M 12,036 shares@ $572.12 avg price
AMD Advanced Micro Devices Recent Activity	2.88%	$5.645M 27,750 shares@ $203.43 avg price

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