Cunning Capital Partners as of March 31, 2020
Portfolio Holdings for Cunning Capital Partners
Cunning Capital Partners holds 31 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 6.3 | $6.9M | 3.5k | 1949.72 | |
| Microsoft Corporation (MSFT) | 6.0 | $6.5M | 41k | 157.71 | |
| NVIDIA Corporation (NVDA) | 5.5 | $5.9M | 23k | 263.59 | |
| Veeva Sys Inc cl a (VEEV) | 5.1 | $5.6M | 36k | 156.38 | |
| Lockheed Martin Corporation (LMT) | 5.1 | $5.6M | 16k | 338.96 | |
| L3harris Technologies (LHX) | 4.9 | $5.4M | 30k | 180.13 | |
| ResMed (RMD) | 4.9 | $5.3M | 36k | 147.29 | |
| Edwards Lifesciences (EW) | 4.9 | $5.3M | 28k | 188.61 | |
| Facebook Inc cl a (META) | 4.8 | $5.2M | 31k | 166.82 | |
| Progressive Corporation (PGR) | 4.8 | $5.2M | 71k | 73.84 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 4.7 | $5.1M | 12k | 436.28 | |
| JPMorgan Chase & Co. (JPM) | 4.3 | $4.6M | 52k | 90.03 | |
| Adobe Systems Incorporated (ADBE) | 3.7 | $4.0M | 13k | 318.28 | |
| Okta Inc cl a (OKTA) | 3.7 | $4.0M | 33k | 122.27 | |
| Shopify Inc cl a (SHOP) | 3.3 | $3.6M | 8.6k | 416.98 | |
| Zscaler Incorporated (ZS) | 3.2 | $3.4M | 57k | 60.87 | |
| Msci (MSCI) | 2.9 | $3.1M | 11k | 288.97 | |
| S&p Global (SPGI) | 2.8 | $3.1M | 13k | 245.06 | |
| Costco Wholesale Corporation (COST) | 2.6 | $2.9M | 10k | 285.13 | |
| Paypal Holdings (PYPL) | 2.3 | $2.5M | 27k | 95.74 | |
| MasterCard Incorporated (MA) | 2.3 | $2.5M | 10k | 241.61 | |
| Snap Inc cl a (SNAP) | 1.8 | $1.9M | 164k | 11.89 | |
| Roku (ROKU) | 1.7 | $1.8M | 21k | 87.47 | |
| Trade Desk (TTD) | 1.6 | $1.8M | 9.3k | 192.97 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 1.1 | $1.2M | 21k | 55.67 | |
| Teladoc (TDOC) | 1.0 | $1.1M | 7.0k | 155.00 | |
| Zoom Video Communications In cl a (ZM) | 0.9 | $1.0M | 7.0k | 146.14 | |
| Everbridge, Inc. Cmn (EVBG) | 0.9 | $973k | 9.2k | 106.34 | |
| Nike (NKE) | 0.9 | $972k | 12k | 82.72 | |
| Lululemon Athletica (LULU) | 0.9 | $967k | 5.1k | 189.61 | |
| Paycom Software (PAYC) | 0.8 | $909k | 4.5k | 202.00 |
