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Gunderson Capital Management LLC Portfolio
$358.8M across 54 positions as of 2026-09-30, with 46% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| SEAGATE TECHNOLOGY HLDNGS PL | $19.3M | 5.4% | 20,971 |
| NVDANVIDIA Corp | $19.2M | 5.3% | 83,895 |
| SNDKSandisk Corp | $18.3M | 5.1% | 10,508 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $16.2M | 4.5% | 35,603 |
| GEGeneral Electric Co | $16M | 4.5% | 51,203 |
| GOOGLAlphabet Inc | $15.8M | 4.4% | 45,776 |
| MUMicron Technology Inc | $15.7M | 4.4% | 14,715 |
| HPEHewlett Packard Enterprise Co | $15.4M | 4.3% | 241,183 |
| DELLDell Technologies Inc | $14.6M | 4.1% | 27,175 |
| AVGOBroadcom Inc | $14.3M | 4.0% | 40,673 |
| ANETArista Networks Inc | $14.2M | 4.0% | 69,661 |
| AMDAdvanced Micro Devices Inc | $14.1M | 3.9% | 22,973 |
| ASML HLDG NV | $13.1M | 3.6% | 7,218 |
| LLYEli Lilly and Co | $12M | 3.3% | 10,375 |
| PLTRPalantir Technologies Inc | $11.7M | 3.3% | 62,801 |
| METAMeta Platforms Inc | $11.1M | 3.1% | 15,294 |
| LNGCheniere Energy Inc | $11.1M | 3.1% | 41,126 |
| GEVGE Vernova Inc | $9.9M | 2.7% | 10,369 |
| ASXASE Technology Holding Co Ltd | $9.3M | 2.6% | 209,276 |
| TWLOTwilio Inc | $8.9M | 2.5% | 30,563 |
| LRCXLam Research Corp | $8.9M | 2.5% | 27,165 |
| MRVLMarvell Technology Inc | $7.6M | 2.1% | 28,928 |
| CLSCelestica Inc | $7.1M | 2.0% | 19,630 |
| TOWER SEMICONDUCTOR LTD | $5.9M | 1.7% | 26,059 |
| ARGXargenx SE | $5.8M | 1.6% | 6,078 |
| COHRCoherent Corp | $5.4M | 1.5% | 18,837 |
| AMZNAmazon.com Inc | $5.2M | 1.5% | 21,032 |
| WDCWestern Digital Corp | $5.2M | 1.5% | 11,469 |
| TRGPTarga Resources Corp | $5.1M | 1.4% | 18,900 |
| SLBSLB NV | $4.5M | 1.2% | 91,804 |
| AGXArgan Inc | $4M | 1.1% | 10,702 |
| AAPLApple Inc | $3.6M | 1.0% | 10,739 |
| VGVenture Global Inc | $2.2M | 0.6% | 177,343 |
| GLDSPDR Gold Shares | $1.3M | 0.4% | 3,300 |
| CATCaterpillar Inc | $935.7K | 0.3% | 1,154 |
| WMTWalmart Inc | $842.7K | 0.2% | 8,109 |
| VOOVanguard S&P 500 ETF | $462.9K | 0.1% | 660 |
| VUGVanguard Growth ETF | $457.2K | 0.1% | 5,074 |
| IVViShares Core S&P 500 ETF | $401K | 0.1% | 524 |
| MSFTMicrosoft Corp | $342.8K | 0.1% | 668 |
| SITIME CORP | $331.9K | 0.1% | 509 |
| DDOGDatadog Inc (Pre-Reincorporation) | $319.9K | 0.1% | 1,168 |
| EATON CORP PLC | $313.7K | 0.1% | 730 |
| XLKState Street Technology Select Sector SPDR ETF | $313.4K | 0.1% | 1,601 |
| SOSouthern Co | $286.2K | 0.1% | 3,453 |
| RFRegions Financial Corp | $261.9K | 0.1% | 9,745 |
| ALABAstera Labs, Inc | $249.9K | 0.1% | 702 |
| COSTCostco Wholesale Corp | $242.6K | 0.1% | 266 |
| APPLIED OPTOELECTRONICS INC | $226.5K | 0.1% | 2,282 |
| VICRVicor Corp | $218.7K | 0.1% | 757 |
| ZETA GLOBAL HOLDINGS CORP | $213.6K | 0.1% | 6,765 |
| AVNET INC | $213.2K | 0.1% | 2,133 |
| USA RARE EARTH INC | $146.8K | 0.0% | 10,423 |
| ICECURE MED LTD | $3K | 0.0% | 20,000 |
Quarter ending 2026-09-30.
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