Gunderson Capital Management LLC
46 holdingsFiling period: 2026-03-31Current AUM: $291.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 35.5K | $12.0M | $14.4M | 4.93% | +1.5K | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 63.6K | $11.1M | $12.8M | 4.38% | +1.0K | 2026-03-31 |
| 3 | CCJ | CAMECO CORP | 95.7K | $10.4M | $8.3M | 2.84% | +31.7K | 2026-03-31 |
| 4 | HAL | HALLIBURTON CO | 250.9K | $9.8M | $8.1M | 2.78% | -- | 2026-03-31 |
| 5 | PLTR | PALANTIR TECHNOLOGIES INC | 65.8K | $9.6M | $8.1M | 2.78% | +25.1K | 2026-03-31 |
| 6 | — | ASML HLDG NV | 7.2K | $9.5M | $9.5M | 3.27% | +296 | 2026-03-31 |
| 7 | GEV | GE VERNOVA INC | 10.4K | $9.1M | $10.3M | 3.55% | -68 | 2026-03-31 |
| 8 | AMD | ADVANCED MICRO DEVICES INC | 43.9K | $8.9M | $20.9M | 7.18% | +2.5K | 2026-03-31 |
| 9 | SNDK | SANDISK CORP | 13.8K | $8.8M | $16.8M | 5.75% | -- | 2026-03-31 |
| 10 | B | BARRICK MNG CORP | 204.4K | $8.3M | $7.5M | 2.58% | -1,958 | 2026-03-31 |
| 11 | EWY | ISHARES INC | 66.3K | $8.2M | $10.4M | 3.57% | -- | 2026-03-31 |
| 12 | DELL | DELL TECHNOLOGIES INC | 49.1K | $8.1M | $19.9M | 6.83% | -- | 2026-03-31 |
| 13 | PWR | QUANTA SVCS INC | 14.5K | $8.0M | $9.7M | 3.32% | -- | 2026-03-31 |
| 14 | AMAT | APPLIED MATLS INC | 23.1K | $7.9M | $11.7M | 4.02% | -- | 2026-03-31 |
| 15 | LNG | CHENIERE ENERGY INC | 26.6K | $7.6M | $7.0M | 2.41% | -- | 2026-03-31 |
| 16 | GE | GE AEROSPACE | 26.3K | $7.5M | $9.5M | 3.25% | +1.7K | 2026-03-31 |
| 17 | ARM | ARM HOLDINGS PLC | 45.0K | $6.8M | $10.8M | 3.70% | -- | 2026-03-31 |
| 18 | AVGO | BROADCOM INC | 22.0K | $6.8M | $8.6M | 2.94% | -212 | 2026-03-31 |
| 19 | MU | MICRON TECHNOLOGY INC | 17.2K | $5.8M | $14.1M | 4.85% | -15,883 | 2026-03-31 |
| 20 | — | TECHNIPFMC PLC | 81.0K | $5.6M | $5.6M | 1.92% | -- | 2026-03-31 |
| 21 | VST | VISTRA CORP | 37.0K | $5.6M | $5.5M | 1.88% | -238 | 2026-03-31 |
| 22 | AGX | ARGAN INC | 9.3K | $5.1M | $5.3M | 1.83% | -- | 2026-03-31 |
| 23 | FAZ | DIREXION SHARES ETF TRUST | 98.0K | $5.0M | $3.2M | 1.11% | -- | 2026-03-31 |
| 24 | TRGP | TARGA RES CORP | 19.4K | $4.9M | $5.2M | 1.80% | -- | 2026-03-31 |
| 25 | ADI | ANALOG DEVICES INC | 14.9K | $4.7M | $5.5M | 1.88% | +7.2K | 2026-03-31 |
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