Gunderson Capital Management LLC
52 holdingsFiling period: 2026-06-30Current AUM: $329.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMD | ADVANCED MICRO DEVICES INC | 43.6K | $25.3M | $22.0M | 6.67% | -341 | 2026-06-30 |
| 2 | DELL | DELL TECHNOLOGIES INC | 49.4K | $21.3M | $26.8M | 8.15% | +313 | 2026-06-30 |
| 3 | MU | MICRON TECHNOLOGY INC | 18.0K | $20.8M | $16.7M | 5.06% | +795 | 2026-06-30 |
| 4 | AMAT | APPLIED MATLS INC | 24.6K | $17.8M | $10.3M | 3.14% | +1.5K | 2026-06-30 |
| 5 | MRVL | MARVELL TECHNOLOGY INC | 59.0K | $17.6M | $13.1M | 3.97% | -- | 2026-06-30 |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 36.2K | $17.3M | $15.0M | 4.54% | +631 | 2026-06-30 |
| 7 | EWY | ISHARES INC | 78.6K | $15.9M | $13.9M | 4.21% | +12.3K | 2026-06-30 |
| 8 | — | ASML HLDG NV | 7.3K | $14.5M | $14.5M | 4.40% | +84 | 2026-06-30 |
| 9 | NVDA | NVIDIA CORPORATION | 69.7K | $13.9M | $14.8M | 4.49% | +6.1K | 2026-06-30 |
| 10 | KLAC | KLA CORP | 43.5K | $13.1M | $7.3M | 2.22% | -- | 2026-06-30 |
| 11 | GEV | GE VERNOVA INC | 10.4K | $12.2M | $9.2M | 2.79% | -47 | 2026-06-30 |
| 12 | — | SEAGATE TECHNOLOGY HLDNGS PL | 12.5K | $12.1M | $12.1M | 3.67% | +2.0K | 2026-06-30 |
| 13 | LLY | ELI LILLY & CO | 9.8K | $11.8M | $11.2M | 3.39% | -- | 2026-06-30 |
| 14 | — | NEBIUS GROUP N.V. | 41.8K | $11.6M | $11.6M | 3.51% | +1.4K | 2026-06-30 |
| 15 | PWR | QUANTA SVCS INC | 14.5K | $10.4M | $8.9M | 2.69% | -54 | 2026-06-30 |
| 16 | ANET | ARISTA NETWORKS INC | 60.2K | $10.2M | $11.6M | 3.52% | -- | 2026-06-30 |
| 17 | GE | GE AEROSPACE | 26.2K | $9.8M | $8.1M | 2.45% | -65 | 2026-06-30 |
| 18 | SNDK | SANDISK CORP | 3.9K | $8.8M | $5.9M | 1.81% | -9,916 | 2026-06-30 |
| 19 | AVGO | BROADCOM INC | 23.2K | $8.7M | $7.9M | 2.38% | +1.2K | 2026-06-30 |
| 20 | HAL | HALLIBURTON CO | 248.0K | $8.4M | $8.8M | 2.69% | -2,860 | 2026-06-30 |
| 21 | ARM | ARM HOLDINGS PLC | 23.0K | $8.2M | $5.6M | 1.69% | -22,001 | 2026-06-30 |
| 22 | AGX | ARGAN INC | 9.4K | $7.5M | $3.6M | 1.10% | +27 | 2026-06-30 |
| 23 | — | TOWER SEMICONDUCTOR LTD | 26.3K | $6.8M | $6.8M | 2.08% | +51 | 2026-06-30 |
| 24 | LNG | CHENIERE ENERGY INC | 26.5K | $6.3M | $7.2M | 2.18% | -187 | 2026-06-30 |
| 25 | ADI | ANALOG DEVICES INC | 15.9K | $6.3M | $5.7M | 1.74% | +974 | 2026-06-30 |
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