Cunning Capital Partners as of June 30, 2020
Portfolio Holdings for Cunning Capital Partners
Cunning Capital Partners holds 29 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 6.8 | $9.7M | 3.5k | 2758.81 | |
| Okta Cl A (OKTA) | 6.0 | $8.6M | 43k | 200.23 | |
| NVIDIA Corporation (NVDA) | 6.0 | $8.6M | 23k | 379.90 | |
| Microsoft Corporation (MSFT) | 5.9 | $8.4M | 41k | 203.51 | |
| Veeva Sys Com Cl A (VEEV) | 5.9 | $8.4M | 36k | 234.41 | |
| Shopify Cl A (SHOP) | 5.7 | $8.2M | 8.6k | 949.19 | |
| Facebook Cl A (META) | 5.0 | $7.1M | 31k | 227.07 | |
| Zscaler Incorporated (ZS) | 4.4 | $6.2M | 57k | 109.50 | |
| Lockheed Martin Corporation (LMT) | 4.2 | $6.0M | 16k | 364.94 | |
| Progressive Corporation (PGR) | 4.0 | $5.7M | 71k | 80.12 | |
| Adobe Systems Incorporated (ADBE) | 3.9 | $5.5M | 13k | 435.29 | |
| L3harris Technologies (LHX) | 3.5 | $5.0M | 30k | 169.66 | |
| ResMed (RMD) | 3.5 | $5.0M | 26k | 192.02 | |
| JPMorgan Chase & Co. (JPM) | 3.4 | $4.8M | 52k | 94.05 | |
| Edwards Lifesciences (EW) | 3.3 | $4.7M | 68k | 69.11 | |
| Paypal Holdings (PYPL) | 3.3 | $4.6M | 27k | 174.24 | |
| S&p Global (SPGI) | 2.9 | $4.1M | 13k | 329.48 | |
| Snap Cl A (SNAP) | 2.7 | $3.9M | 164k | 23.49 | |
| The Trade Desk Com Cl A (TTD) | 2.6 | $3.8M | 9.3k | 406.49 | |
| Msci (MSCI) | 2.5 | $3.6M | 11k | 333.83 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.5 | $3.5M | 35k | 100.29 | |
| Costco Wholesale Corporation (COST) | 2.1 | $3.0M | 10k | 303.23 | |
| UnitedHealth (UNH) | 2.1 | $3.0M | 10k | 294.90 | |
| Mastercard Cl A (MA) | 2.1 | $3.0M | 10k | 295.72 | |
| Roku Com Cl A (ROKU) | 1.7 | $2.4M | 21k | 116.54 | |
| Lululemon Athletica (LULU) | 1.1 | $1.6M | 5.1k | 311.96 | |
| Teladoc (TDOC) | 0.9 | $1.3M | 7.0k | 190.86 | |
| Everbridge, Inc. Cmn (EVBG) | 0.9 | $1.3M | 9.2k | 138.36 | |
| Nike CL B (NKE) | 0.8 | $1.2M | 12k | 98.04 |
