Cunning Capital Partners as of Sept. 30, 2020
Portfolio Holdings for Cunning Capital Partners
Cunning Capital Partners holds 26 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.7 | $12M | 23k | 541.23 | |
| Amazon (AMZN) | 7.0 | $11M | 3.5k | 3148.86 | |
| Veeva Sys Com Cl A (VEEV) | 6.3 | $10M | 36k | 281.18 | |
| Okta Cl A (OKTA) | 5.8 | $9.2M | 43k | 213.85 | |
| Shopify Cl A (SHOP) | 5.6 | $8.8M | 8.6k | 1023.02 | |
| Microsoft Corporation (MSFT) | 5.5 | $8.7M | 41k | 210.33 | |
| Facebook Cl A (META) | 5.2 | $8.2M | 31k | 261.91 | |
| Zscaler Incorporated (ZS) | 5.0 | $7.9M | 57k | 140.69 | |
| Progressive Corporation (PGR) | 4.2 | $6.7M | 71k | 94.67 | |
| Lockheed Martin Corporation (LMT) | 4.0 | $6.3M | 16k | 383.29 | |
| Adobe Systems Incorporated (ADBE) | 3.9 | $6.2M | 13k | 490.41 | |
| Edwards Lifesciences (EW) | 3.4 | $5.4M | 68k | 79.82 | |
| Paypal Holdings (PYPL) | 3.3 | $5.2M | 27k | 197.02 | |
| L3harris Technologies (LHX) | 3.2 | $5.0M | 30k | 169.83 | |
| JPMorgan Chase & Co. (JPM) | 3.1 | $5.0M | 52k | 96.27 | |
| The Trade Desk Com Cl A (TTD) | 3.0 | $4.8M | 9.3k | 518.81 | |
| Crowdstrike Hldgs Cl A (CRWD) | 3.0 | $4.8M | 35k | 137.33 | |
| S&p Global (SPGI) | 2.8 | $4.5M | 13k | 360.56 | |
| ResMed (RMD) | 2.8 | $4.4M | 26k | 171.42 | |
| Snap Cl A (SNAP) | 2.7 | $4.3M | 164k | 26.11 | |
| Roku Com Cl A (ROKU) | 2.4 | $3.9M | 21k | 188.81 | |
| Msci (MSCI) | 2.4 | $3.8M | 11k | 356.82 | |
| Costco Wholesale Corporation (COST) | 2.3 | $3.6M | 10k | 355.05 | |
| Mastercard Cl A (MA) | 2.2 | $3.4M | 10k | 338.12 | |
| UnitedHealth (UNH) | 2.0 | $3.2M | 10k | 311.76 | |
| Teladoc (TDOC) | 1.0 | $1.5M | 7.0k | 219.29 |
