Gunderson Capital Management LLC

13F filer · CIK 0001792397

Reported Jul 21, 2026

Net buyer this quarter

13F portfolio value$370MU.S. long equity reported on 13F

Positions4912 new · 4 closed

Net flow last quarter+$14MBuys minus sells

Top 10 positions weight46.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 21, 202649 positions
AMDAdvanced Micro Devices Inc	$25.3M	6.84%	0.00%	-0.8%	Q1 2019
DELLDell Technologies Inc.	$21.3M	5.76%	0.01%	+0.6%	Q1 2026
MUMicron Technology Inc	$20.8M	5.61%	0.00%	+4.6%	Q2 2024
AMATApplied Materials Inc	$17.8M	4.80%	0.00%	+6.4%	Q1 2026
MRVLMarvell Technology, Inc.	$17.6M	4.75%	0.01%	Not reported	Q3 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$17.3M	4.66%	0.00%	+1.8%	Q1 2019
ASMLAsml Holding NV	$14.5M	3.92%	0.00%	+1.2%	Q2 2020
NVDANvidia Corp	$13.9M	3.76%	0.00%	+9.5%	Q3 2020
KLACKla Corp	$13.1M	3.54%	0.00%	Not reported	Q3 2019
GEVGE Vernova Inc.	$12.2M	3.30%	0.00%	-0.5%	Q3 2025
STXSeagate Technology Holdings plc	$12.1M	3.26%	0.01%	+18.9%	Q1 2026
LLYELI LILLY & Co	$11.8M	3.18%	0.00%	Not reported	Q4 2018
NBISNebius Group N.V.	$11.6M	3.12%	0.02%	+3.5%	Q1 2026
PWRQuanta Services, Inc.	$10.4M	2.81%	0.01%	-0.4%	Q4 2022
ANETArista Networks, Inc.	$10.2M	2.76%	0.00%	Not reported	Q1 2023
GEGeneral Electric Co	$9.81M	2.65%	0.00%	-0.3%	Q3 2025
SNDKSandisk Corp	$8.83M	2.39%	0.00%	-71.9%	Q1 2026
AVGOBroadcom Inc.	$8.75M	2.36%	0.00%	+5.4%	Q1 2019
HALHalliburton Co	$8.42M	2.27%	0.03%	-1.1%	Q3 2023
ARMArm Holdings PLC	$8.17M	2.20%	0.00%	-48.9%	Q2 2024
AGXArgan Inc	$7.47M	2.02%	0.07%	+0.3%	Q1 2026
TSEMTower Semiconductor Ltd	$6.85M	1.85%	0.02%	+0.2%	Q1 2026
LNGCheniere Energy, Inc.	$6.32M	1.71%	0.01%	-0.7%	Q2 2022
ADIAnalog Devices Inc	$6.31M	1.71%	0.00%	+6.5%	Q4 2025
FTITechnipFMC plc	$5.38M	1.45%	0.02%	+0.2%	Q1 2026
TRGPTarga Resources Corp.	$5.13M	1.39%	0.01%	-1.2%	Q1 2026
CRWVCoreWeave, Inc.	$4.87M	1.31%	Not reported	+11.9%	Q1 2026
SEISolaris Energy Infrastructure, Inc.	$4.85M	1.31%	Not reported	-0.1%	Q1 2026
CLSCelestica Inc	$4.79M	1.29%	0.01%	Not reported	Q2 2025
CIENCiena Corp	$4.18M	1.13%	0.01%	New	Q2 2026
MPMP Materials Corp. / DE	$3.87M	1.05%	0.04%	0.0%	Q4 2025
DVNDevon Energy Corp	$3.67M	0.99%	0.01%	-0.6%	Q2 2022
NVONovo Nordisk A S	$3.27M	0.88%	Not reported	-1.5%	Q1 2023
BKRBaker Hughes Co	$2.9M	0.78%	0.01%	Not reported	Q4 2022
AAPLApple Inc.	$2.7M	0.73%	0.00%	+48.3%	Q1 2019
VGVenture Global, Inc.	$1.99M	0.54%	Not reported	-0.9%	Q1 2026
AMZNAmazon Com Inc	$1.23M	0.33%	0.00%	+107.6%	Q1 2019
QQQInvesco QQQ Trust, Series 1	$1.13M	0.30%	Not reported	+109.6%	Q1 2019
COSTCostco Wholesale Corp	$557K	0.15%	0.00%	+5.9%	Q2 2024
GOOGLAlphabet Inc.	$420K	0.11%	0.00%	Not reported	Q1 2023
TSLATesla, Inc.	$360K	0.10%	0.00%	Not reported	Q2 2023
SOSouthern Co	$328K	0.09%	0.00%	-24.4%	Q1 2026
ETNEaton Corp plc	$311K	0.08%	0.00%	-1.0%	Q1 2024
MYRGMyr Group Inc.	$287K	0.08%	0.00%	New	Q2 2026
CRDOCredo Technology Group Holding Ltd	$248K	0.07%	0.00%	New	Q2 2026
EFXTEnerflex Ltd.	$239K	0.06%	0.01%	+0.5%	Q1 2026
JPMJPMorgan Chase & Co	$220K	0.06%	0.00%	New	Q2 2026
TTITetra Technologies Inc	$137K	0.04%	0.01%	-0.2%	Q1 2026
ICCMIceCure Medical Ltd.	$3.03K	0.00%	0.82%	+2900.0%	Q2 2025
Q1 2026Reported Apr 22, 202641 positions
TSMTaiwan Semiconductor Manufacturing Co Ltd	$12M	5.02%	0.00%	+4.4%	Q1 2019
NVDANvidia Corp	$11.1M	4.64%	0.00%	+1.7%	Q3 2020
CCJCameco Corp	$10.4M	4.34%	0.02%	+49.5%	Q2 2024
HALHalliburton Co	$9.78M	4.09%	0.03%	Not reported	Q3 2023
PLTRPalantir Technologies Inc.	$9.63M	4.02%	0.00%	+61.8%	Q3 2024
ASMLAsml Holding NV	$9.52M	3.98%	0.00%	+4.3%	Q2 2020
GEVGE Vernova Inc.	$9.12M	3.81%	0.00%	-0.7%	Q3 2025
AMDAdvanced Micro Devices Inc	$8.94M	3.74%	0.00%	+6.0%	Q1 2019
SNDKSandisk Corp	$8.77M	3.67%	0.01%	New	Q1 2026
BBarrick Mining Corp	$8.34M	3.49%	0.01%	-1.0%	Q4 2025
DELLDell Technologies Inc.	$8.06M	3.37%	0.01%	New	Q1 2026
PWRQuanta Services, Inc.	$7.97M	3.33%	0.01%	Not reported	Q4 2022
AMATApplied Materials Inc	$7.89M	3.30%	0.00%	New	Q1 2026
LNGCheniere Energy, Inc.	$7.56M	3.16%	0.01%	Not reported	Q2 2022
GEGeneral Electric Co	$7.47M	3.12%	0.00%	+6.9%	Q3 2025
ARMArm Holdings PLC	$6.81M	2.85%	0.00%	Not reported	Q2 2024
AVGOBroadcom Inc.	$6.8M	2.84%	0.00%	-1.0%	Q1 2019
MUMicron Technology Inc	$5.81M	2.43%	0.00%	-48.0%	Q2 2024
FTITechnipFMC plc	$5.6M	2.34%	0.02%	New	Q1 2026
VSTVistra Corp.	$5.56M	2.33%	0.01%	-0.6%	Q3 2023
AGXArgan Inc	$5.08M	2.12%	0.07%	New	Q1 2026
TRGPTarga Resources Corp.	$4.86M	2.03%	0.01%	New	Q1 2026
ADIAnalog Devices Inc	$4.75M	1.99%	0.00%	+92.6%	Q4 2025
TSEMTower Semiconductor Ltd	$4.6M	1.92%	0.02%	New	Q1 2026
DVNDevon Energy Corp	$4.5M	1.88%	0.01%	Not reported	Q2 2022
NBISNebius Group N.V.	$4.19M	1.75%	0.02%	New	Q1 2026
STXSeagate Technology Holdings plc	$4.12M	1.72%	0.00%	New	Q1 2026
SEISolaris Energy Infrastructure, Inc.	$3.41M	1.42%	Not reported	New	Q1 2026
CRWVCoreWeave, Inc.	$3.39M	1.42%	Not reported	New	Q1 2026
MPMP Materials Corp. / DE	$3.34M	1.39%	0.04%	+10.2%	Q4 2025
VGVenture Global, Inc.	$2.84M	1.19%	Not reported	New	Q1 2026
NVONovo Nordisk A S	$2.54M	1.06%	Not reported	Not reported	Q1 2023
AAPLApple Inc.	$1.6M	0.67%	0.00%	-27.3%	Q1 2019
COSTCostco Wholesale Corp	$560K	0.23%	0.00%	+22.2%	Q2 2024
AMZNAmazon Com Inc	$519K	0.22%	0.00%	-85.2%	Q1 2019
SOSouthern Co	$437K	0.18%	0.00%	New	Q1 2026
QQQInvesco QQQ Trust, Series 1	$423K	0.18%	Not reported	+69.8%	Q1 2019
ETNEaton Corp plc	$264K	0.11%	0.00%	+1.0%	Q1 2024
EFXTEnerflex Ltd.	$203K	0.08%	0.01%	New	Q1 2026
TTITetra Technologies Inc	$103K	0.04%	0.01%	New	Q1 2026
ICCMIceCure Medical Ltd.	$6.02K	0.00%	0.03%	Not reported	Q2 2025
Q4 2025Reported Jan 15, 202637 positions
GLDSPDR Gold Trust	$13M	5.87%	0.01%	+11.2%	Q1 2023
GOOGLAlphabet Inc.	$12.3M	5.56%	0.00%	+7.6%	Q1 2023
NVDANvidia Corp	$11.7M	5.26%	0.00%	-42.3%	Q3 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$10.3M	4.66%	0.00%	+1.9%	Q1 2019
MUMicron Technology Inc	$9.44M	4.25%	0.00%	Not reported	Q2 2024
LLYELI LILLY & Co	$9.4M	4.24%	0.00%	+8.7%	Q4 2018
BBarrick Mining Corp	$8.99M	4.05%	0.01%	New	Q4 2025
AMDAdvanced Micro Devices Inc	$8.88M	4.00%	0.00%	+225.6%	Q1 2019
AEMAgnico Eagle Mines Ltd	$8.16M	3.68%	0.01%	+187.6%	Q3 2024
CEGConstellation Energy Corp	$7.84M	3.54%	0.01%	+9.2%	Q3 2023
WDCWestern Digital Corp	$7.72M	3.48%	0.01%	New	Q4 2025
METAMeta Platforms, Inc.	$7.69M	3.46%	Not reported	-37.4%	Q1 2019
AVGOBroadcom Inc.	$7.68M	3.46%	0.00%	Not reported	Q1 2019
GEGeneral Electric Co	$7.58M	3.42%	0.00%	+23.3%	Q3 2025
ASMLAsml Holding NV	$7.39M	3.33%	0.00%	+71.6%	Q2 2020
PLTRPalantir Technologies Inc.	$7.23M	3.26%	0.00%	-18.9%	Q3 2024
CCitigroup Inc	$7.17M	3.23%	0.00%	New	Q4 2025
GEVGE Vernova Inc.	$6.87M	3.10%	0.00%	+3.3%	Q3 2025
VSTVistra Corp.	$6.01M	2.71%	0.01%	-1.6%	Q3 2023
TSLATesla, Inc.	$5.95M	2.68%	0.00%	Not reported	Q2 2023
CCJCameco Corp	$5.85M	2.64%	0.01%	-1.8%	Q2 2024
IAUIshares Gold Trust	$4.86M	2.19%	0.01%	-1.6%	Q1 2025
LRCXLam Research Corp	$3.95M	1.78%	0.00%	Not reported	Q3 2019
EMBJEmbraer S.A.	$3.9M	1.76%	0.01%	+402.1%	Q3 2025
AMZNAmazon Com Inc	$3.89M	1.76%	0.00%	+14.4%	Q1 2019
MAMastercard Inc	$3.86M	1.74%	0.00%	Not reported	Q1 2019
MPMP Materials Corp. / DE	$3.17M	1.43%	0.04%	New	Q4 2025
SNOWSnowflake Inc.	$3.09M	1.39%	0.00%	Not reported	Q2 2025
AAPLApple Inc.	$2.36M	1.06%	0.00%	+56.6%	Q1 2019
ADIAnalog Devices Inc	$2.1M	0.95%	0.00%	New	Q4 2025
BEPBrookfield Renewable Partners L.P.	$1.48M	0.67%	0.02%	-2.0%	Q2 2025
GOOGAlphabet Inc.	$874K	0.39%	Not reported	Not reported	Q4 2020
AFRMAffirm Holdings, Inc.	$745K	0.34%	0.02%	-72.5%	Q3 2025
COSTCostco Wholesale Corp	$397K	0.18%	0.00%	+2.7%	Q2 2024
QQQInvesco QQQ Trust, Series 1	$265K	0.12%	Not reported	+5.4%	Q1 2019
ETNEaton Corp plc	$233K	0.10%	0.00%	Not reported	Q1 2024
ICCMIceCure Medical Ltd.	$12.2K	0.01%	0.03%	Not reported	Q2 2025
Q3 2025Reported Oct 22, 202551 positions
NVDANvidia Corp	$20.2M	7.45%	0.00%	-19.6%	Q3 2020
METAMeta Platforms, Inc.	$13.7M	5.03%	Not reported	-0.2%	Q1 2019
NFLXNetflix Inc	$13.4M	4.93%	0.00%	-0.4%	Q1 2019
HSBCHSBC Holdings PLC	$11.5M	4.23%	0.00%	-3.7%	Q1 2025
GLDSPDR Gold Trust	$10.5M	3.87%	0.01%	+10.2%	Q1 2023
TMUST-Mobile US, Inc.	$9.8M	3.61%	0.00%	-1.2%	Q1 2025
ANETArista Networks, Inc.	$9.43M	3.48%	0.01%	+102.0%	Q1 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$9.33M	3.44%	0.00%	+4.3%	Q1 2019
PLTRPalantir Technologies Inc.	$9.15M	3.37%	0.00%	-27.7%	Q3 2024
UBERUber Technologies, Inc	$9.02M	3.32%	0.00%	+13.3%	Q1 2024
GOOGLAlphabet Inc.	$8.9M	3.28%	0.00%	Not reported	Q1 2023
SPOTSpotify Technology S.A.	$8.65M	3.19%	0.01%	-2.7%	Q3 2024
DASHDoorDash, Inc.	$8.05M	2.96%	Not reported	+131.6%	Q1 2024
GSGoldman Sachs Group Inc	$8M	2.95%	0.00%	-50.9%	Q1 2025
BABAAlibaba Group Holding Ltd	$7.72M	2.84%	0.00%	Not reported	Q1 2019
VSTVistra Corp.	$7.41M	2.73%	0.01%	+5.5%	Q3 2023
SHOPShopify Inc.	$6.89M	2.54%	0.01%	Not reported	Q1 2019
CEGConstellation Energy Corp	$6.69M	2.47%	0.01%	+0.3%	Q3 2023
GEVGE Vernova Inc.	$6.25M	2.30%	0.00%	New	Q3 2025
LLYELI LILLY & Co	$6.14M	2.26%	0.00%	+197.7%	Q4 2018
GEGeneral Electric Co	$6M	2.21%	0.00%	New	Q3 2025
CCJCameco Corp	$5.47M	2.01%	0.02%	+267.1%	Q2 2024
HOODRobinhood Markets, Inc.	$5.21M	1.92%	0.02%	-67.9%	Q1 2025
TLNTalen Energy Corp	$4.59M	1.69%	0.02%	+2.9%	Q2 2025
IAUIshares Gold Trust	$4.43M	1.63%	0.01%	-3.3%	Q1 2025
ASMLAsml Holding NV	$3.9M	1.44%	0.00%	+89.6%	Q2 2020
VRTVertiv Holdings Co	$3.67M	1.35%	0.01%	Not reported	Q3 2023
PDDPDD Holdings Inc.	$3.59M	1.32%	0.00%	+1298.2%	Q4 2020
BKNGBooking Holdings Inc.	$3.52M	1.30%	0.00%	-2.0%	Q1 2023
PWRQuanta Services, Inc.	$3.48M	1.28%	0.01%	Not reported	Q4 2022
IBKRInteractive Brokers Group, Inc.	$3.47M	1.28%	0.02%	New	Q3 2025
MSFTMicrosoft Corp	$3.43M	1.26%	0.00%	+5.5%	Q1 2019
AMZNAmazon Com Inc	$3.24M	1.19%	0.00%	+52.1%	Q1 2019
EMEEMCOR Group, Inc.	$3.12M	1.15%	0.01%	-3.4%	Q2 2025
LNGCheniere Energy, Inc.	$3.07M	1.13%	0.01%	Not reported	Q2 2022
MRVLMarvell Technology, Inc.	$2.84M	1.05%	0.00%	New	Q3 2025
AEMAgnico Eagle Mines Ltd	$2.82M	1.04%	0.00%	-29.4%	Q3 2024
AFRMAffirm Holdings, Inc.	$2.66M	0.98%	0.06%	New	Q3 2025
HWMHowmet Aerospace Inc.	$2.1M	0.77%	0.00%	-51.2%	Q1 2025
AMDAdvanced Micro Devices Inc	$2.06M	0.76%	0.00%	+18.7%	Q1 2019
NTESNetEase, Inc.	$1.95M	0.72%	0.00%	Not reported	Q4 2019
BEPBrookfield Renewable Partners L.P.	$1.45M	0.53%	0.02%	-2.1%	Q2 2025
AAPLApple Inc.	$1.41M	0.52%	0.00%	+23.2%	Q1 2019
EMBJEmbraer S.A.	$729K	0.27%	0.00%	New	Q3 2025
CMGChipotle Mexican Grill Inc	$430K	0.16%	0.00%	Not reported	Q1 2019
COSTCostco Wholesale Corp	$415K	0.15%	0.00%	+13.1%	Q2 2024
ETNEaton Corp plc	$273K	0.10%	0.00%	Not reported	Q1 2024
BTUPeabody Energy Corp	$260K	0.10%	0.01%	New	Q3 2025
BITBBitwise Bitcoin ETF	$256K	0.09%	0.01%	+4.7%	Q1 2024
QQQInvesco QQQ Trust, Series 1	$246K	0.09%	Not reported	Not reported	Q1 2019

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