- New Purchases: AMZN, MSFT, NVDA, VEEV, LMT, LHX, RMD, EW, FB, PGR, CHTR, JPM, ADBE, OKTA, SHOP, ZS, MSCI, SPGI, COST, PYPL, MA, SNAP, TTD, ROKU, CRWD, TDOC, ZM, NKE, EVBG, LULU, PAYC,
For the details of Cunning Capital Partners, LP's stock buys and sells, go to https://www.gurufocus.com/guru/cunning+capital+partners%2C+lp/current-portfolio/portfolio
These are the top 5 holdings of Cunning Capital Partners, LP- Amazon.com Inc (AMZN) - 3,520 shares, 6.34% of the total portfolio. New Position
- Microsoft Corp (MSFT) - 41,335 shares, 6.02% of the total portfolio. New Position
- NVIDIA Corp (NVDA) - 22,543 shares, 5.49% of the total portfolio. New Position
- Veeva Systems Inc (VEEV) - 35,625 shares, 5.15% of the total portfolio. New Position
- Lockheed Martin Corp (LMT) - 16,400 shares, 5.14% of the total portfolio. New Position
Cunning Capital Partners, LP initiated holding in Amazon.com Inc. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2576.20. The impact to a portfolio due to this purchase was 6.34%. The holding were 3,520 shares as of .
New Purchase: Microsoft Corp (MSFT)Cunning Capital Partners, LP initiated holding in Microsoft Corp. The purchase prices were between $135.42 and $188.7, with an estimated average price of $164.71. The stock is now traded at around $190.07. The impact to a portfolio due to this purchase was 6.02%. The holding were 41,335 shares as of .
New Purchase: NVIDIA Corp (NVDA)Cunning Capital Partners, LP initiated holding in NVIDIA Corp. The purchase prices were between $196.4 and $314.7, with an estimated average price of $252.63. The stock is now traded at around $365.84. The impact to a portfolio due to this purchase was 5.49%. The holding were 22,543 shares as of .
New Purchase: Veeva Systems Inc (VEEV)Cunning Capital Partners, LP initiated holding in Veeva Systems Inc. The purchase prices were between $120.93 and $164.97, with an estimated average price of $146.71. The stock is now traded at around $219.61. The impact to a portfolio due to this purchase was 5.15%. The holding were 35,625 shares as of .
New Purchase: Lockheed Martin Corp (LMT)Cunning Capital Partners, LP initiated holding in Lockheed Martin Corp. The purchase prices were between $276.8 and $439.85, with an estimated average price of $394.42. The stock is now traded at around $374.03. The impact to a portfolio due to this purchase was 5.14%. The holding were 16,400 shares as of .
New Purchase: L3Harris Technologies Inc (LHX)Cunning Capital Partners, LP initiated holding in L3Harris Technologies Inc. The purchase prices were between $150.22 and $230.04, with an estimated average price of $205.43. The stock is now traded at around $189.33. The impact to a portfolio due to this purchase was 4.94%. The holding were 29,700 shares as of .
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