Cunning-Capital-Partners-Lp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AXP",
  "AVGO",
  "APP",
  "LOW",
  "CLS",
  "HRB",
  "META",
  "PWR",
  "MRVL",
  "MSFT",
  "MS",
  "TMUS",
  "HIG",
  "KLAC",
  "ORCL",
  "PGR",
  null,
  "UNH",
  "AAPL",
  null,
  "NVDA",
  "PLTR",
  "SPG",
  "SAP",
  null,
  "IBM",
  "CI",
  "TPR",
  "VCIT",
  "IT",
  "AMD",
  "CPAY",
  "CAH",
  "AMZN",
  "HCA",
  null,
  "VEEV",
  "WFC",
  "WSM",
  "CRM",
  "UHS",
  "MCK",
  "NRG",
  "AN",
  "BLDR",
  "CARR",
  "CVX",
  "CB",
  "CEG",
  "CRWD",
  "GOOG",
  "LLY",
  "NFLX",
  "URI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 54
Total Value: 156892
Accession Number: 0001571075-25-000003
Form Type: 13F-HR
CIK: cunning-capital-partners-lp
Manager Name: Cunning-Capital-Partners-Lp

Data Enrichment

93% identified

50 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

54 positions • $156.9K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Chubb Ltd

CB|H1467J104

Shares:6.2K

Value:$1.9M

% of Portfolio:1198.9% ($1.9M/$156.9K)

MICROSOFT CORP

MSFT|594918104

Shares:4.9K

Value:$1.8M

% of Portfolio:1163.2% ($1.8M/$156.9K)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:7.7K

Value:$1.8M

% of Portfolio:1132.6% ($1.8M/$156.9K)

CHEVRON CORP

CVX|166764100

Shares:10.4K

Value:$1.7M

% of Portfolio:1112.9% ($1.7M/$156.9K)

Builders FirstSource, Inc.

BLDR|12008R107

Shares:14.0K

Value:$1.7M

% of Portfolio:1112.2% ($1.7M/$156.9K)

464288679

Shares:14.0K

Value:$1.5M

% of Portfolio:985.4% ($1.5M/$156.9K)

Cigna Group

CI|125523100

Shares:4.6K

Value:$1.5M

% of Portfolio:973.9% ($1.5M/$156.9K)

Marvell Technology, Inc.

MRVL|573874104

Shares:24.7K

Value:$1.5M

% of Portfolio:969.5% ($1.5M/$156.9K)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:4.2K

Value:$1.5M

% of Portfolio:944.0% ($1.5M/$156.9K)

Palantir Technologies Inc.

PLTR|69608A108

Shares:17.0K

Value:$1.4M

% of Portfolio:914.6% ($1.4M/$156.9K)

Salesforce, Inc.

CRM|79466L302

Shares:5.1K

Value:$1.4M

% of Portfolio:875.8% ($1.4M/$156.9K)

GARTNER INC

IT|366651107

Shares:3.2K

Value:$1.4M

% of Portfolio:860.5% ($1.4M/$156.9K)

92206C870

VCIT|92206C870

Shares:16.2K

Value:$1.3M

% of Portfolio:844.5% ($1.3M/$156.9K)

92206C409

Shares:7.0K

Value:$553.0K

% of Portfolio:352.5% ($553.0K/$156.9K)

Instrument	Shares		Other Manager	Value	% of Portfolio
Chubb Ltd(CBcusipH1467J104)	6.2K	QoQ -0.57% (-36) YoY -0.57% (-36)	All Managers (Combined)	$1.9M	1198.9% ($1.9M/$156.9K)	QoQ +8.66% (-$0) YoY +15.89% (-$0)
MICROSOFT CORP(MSFTcusip594918104)	4.9K	QoQ -0.57% (-28) YoY -0.57% (-28)	All Managers (Combined)	$1.8M	1163.2% ($1.8M/$156.9K)	QoQ -11.45% (-$0) YoY -11.27% (-$0)
VEEVA SYSTEMS INC(VEEVcusip922475108)	7.7K	QoQ -0.57% (-44) YoY -0.57% (-44)	All Managers (Combined)	$1.8M	1132.6% ($1.8M/$156.9K)	QoQ +9.55% (-$0) YoY -0.55% (-$0)
CHEVRON CORP(CVXcusip166764100)	10.4K	QoQ -0.57% (-60) YoY -0.57% (-60)	All Managers (Combined)	$1.7M	1112.9% ($1.7M/$156.9K)	QoQ +14.86% (-$0) YoY +5.49% (-$0)
Builders FirstSource, Inc.(BLDRcusip12008R107)	14.0K	QoQ -0.56% (-80) YoY -0.56% (-80)	All Managers (Combined)	$1.7M	1112.2% ($1.7M/$156.9K)	QoQ -13.09% (-$0) YoY -40.44% (-$1)
(cusip464288679)✕	14.0K	QoQ +24.44% (+2.8K) YoY +237.34% (+9.8K)	All Managers (Combined)	$1.5M	985.4% ($1.5M/$156.9K)	QoQ +24.77% (+$0) YoY +236.81% (+$1)
Cigna Group(CIcusip125523100)	4.6K	QoQ -0.57% (-27) YoY -0.57% (-27)	All Managers (Combined)	$1.5M	973.9% ($1.5M/$156.9K)	QoQ +18.44% (-$0) YoY -9.90% (-$0)
Marvell Technology, Inc.(MRVLcusip573874104)	24.7K	QoQ -0.57% (-142) YoY -0.57% (-142)	All Managers (Combined)	$1.5M	969.5% ($1.5M/$156.9K)	QoQ -44.59% (-$1) YoY -13.62% (-$0)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	4.2K	QoQ NEW(+4.2K) YoY NEW(+4.2K)	All Managers (Combined)	$1.5M	944.0% ($1.5M/$156.9K)	QoQ NEW(+$1) YoY NEW(+$1)
Palantir Technologies Inc.(PLTRcusip69608A108)	17.0K	QoQ NEW(+17.0K) YoY NEW(+17.0K)	All Managers (Combined)	$1.4M	914.6% ($1.4M/$156.9K)	QoQ NEW(+$1) YoY NEW(+$1)
Salesforce, Inc.(CRMcusip79466L302)	5.1K	QoQ -0.56% (-29) YoY -31.49% (-2.4K)	All Managers (Combined)	$1.4M	875.8% ($1.4M/$156.9K)	QoQ -20.20% (-$0) YoY -38.96% (-$1)
GARTNER INC(ITcusip366651107)	3.2K	QoQ -0.55% (-18) YoY -34.81% (-1.7K)	All Managers (Combined)	$1.4M	860.5% ($1.4M/$156.9K)	QoQ -13.84% (-$0) YoY -42.60% (-$1)
(VCITcusip92206C870)	16.2K	QoQ +131.42% (+9.2K) YoY +224.00% (+11.2K)	All Managers (Combined)	$1.3M	844.5% ($1.3M/$156.9K)	QoQ +142.67% (+$1) YoY +242.37% (+$1)
(cusip92206C409)✕	7.0K	QoQ -46.96% (-6.2K) YoY +48.93% (+2.3K)	All Managers (Combined)	$553.0K	352.5% ($553.0K/$156.9K)	QoQ -47.83% (-$1) YoY +46.29% (+$0)