Cunning Capital Partners as of Dec. 31, 2020
Portfolio Holdings for Cunning Capital Partners
Cunning Capital Partners holds 36 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.3 | $12M | 23k | 522.20 | |
| Amazon (AMZN) | 6.1 | $12M | 3.5k | 3256.82 | |
| Zscaler Incorporated (ZS) | 6.0 | $11M | 57k | 199.72 | |
| Okta Cl A (OKTA) | 5.8 | $11M | 43k | 254.25 | |
| Shopify Cl A (SHOP) | 5.2 | $9.7M | 8.6k | 1131.98 | |
| Veeva Sys Com Cl A (VEEV) | 5.2 | $9.7M | 36k | 272.25 | |
| Microsoft Corporation (MSFT) | 4.9 | $9.2M | 41k | 222.43 | |
| Facebook Cl A (META) | 4.6 | $8.6M | 31k | 273.15 | |
| Snap Cl A (SNAP) | 4.4 | $8.2M | 164k | 50.07 | |
| The Trade Desk Com Cl A (TTD) | 4.0 | $7.4M | 9.3k | 800.97 | |
| Crowdstrike Hldgs Cl A (CRWD) | 3.9 | $7.4M | 35k | 211.82 | |
| Progressive Corporation (PGR) | 3.7 | $7.0M | 71k | 98.88 | |
| Roku Com Cl A (ROKU) | 3.6 | $6.8M | 21k | 332.03 | |
| Adobe Systems Incorporated (ADBE) | 3.4 | $6.3M | 13k | 500.12 | |
| Paypal Holdings (PYPL) | 3.3 | $6.2M | 27k | 234.20 | |
| Edwards Lifesciences (EW) | 3.3 | $6.2M | 68k | 91.23 | |
| Lockheed Martin Corporation (LMT) | 3.1 | $5.8M | 16k | 355.00 | |
| ResMed (RMD) | 2.9 | $5.5M | 26k | 212.57 | |
| Msci (MSCI) | 2.6 | $4.8M | 11k | 446.54 | |
| S&p Global (SPGI) | 2.2 | $4.1M | 13k | 328.75 | |
| Costco Wholesale Corporation (COST) | 2.0 | $3.8M | 10k | 376.83 | |
| UnitedHealth (UNH) | 1.9 | $3.6M | 10k | 350.69 | |
| Teladoc (TDOC) | 1.5 | $2.8M | 14k | 199.93 | |
| Chegg (CHGG) | 1.1 | $2.0M | 22k | 90.31 | |
| Square Cl A (SQ) | 1.1 | $2.0M | 9.1k | 217.69 | |
| Peloton Interactive Cl A Com (PTON) | 1.1 | $2.0M | 13k | 151.73 | |
| Docusign (DOCU) | 1.0 | $2.0M | 8.8k | 222.27 | |
| Draftkings Com Cl A | 1.0 | $1.9M | 41k | 46.55 | |
| Snowflake Cl A (SNOW) | 1.0 | $1.9M | 6.6k | 281.42 | |
| Align Technology (ALGN) | 0.5 | $1.0M | 1.9k | 534.38 | |
| Dex (DXCM) | 0.5 | $1.0M | 2.8k | 369.68 | |
| MarketAxess Holdings (MKTX) | 0.5 | $1.0M | 1.8k | 570.31 | |
| IDEXX Laboratories (IDXX) | 0.5 | $1.0M | 2.0k | 499.75 | |
| Pinterest Cl A (PINS) | 0.5 | $985k | 15k | 65.89 | |
| Cloudfare Com Cl A (NET) | 0.5 | $980k | 13k | 76.03 | |
| Twilio Cl A | 0.5 | $971k | 2.9k | 338.33 |
