Gunderson Capital Management LLC
52 holdingsFiling period: 2026-06-30Current AUM: $319.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices Inc | 43.6K | $25.3M | $23.2M | 7.25% | -341 | 2026-06-30 |
| 2 | DELL | Dell Technologies Inc | 49.4K | $21.3M | $23.1M | 7.22% | +313 | 2026-06-30 |
| 3 | MU | Micron Technology Inc | 18.0K | $20.8M | $16.2M | 5.09% | +795 | 2026-06-30 |
| 4 | AMAT | Applied Matls Inc | 24.6K | $17.8M | $9.5M | 2.98% | +1.5K | 2026-06-30 |
| 5 | MRVL | Marvell Technology Inc | 59.0K | $17.6M | $13.8M | 4.32% | -- | 2026-06-30 |
| 6 | TSM | Taiwan Semiconductor Manufac | 36.2K | $17.3M | $15.3M | 4.80% | +631 | 2026-06-30 |
| 7 | EWY | iShares Inc | 78.6K | $15.9M | $12.0M | 3.76% | +12.3K | 2026-06-30 |
| 8 | — | Asml Hldg NV | 7.3K | $14.5M | $14.5M | 4.54% | +84 | 2026-06-30 |
| 9 | NVDA | NVIDIA Corporation | 69.7K | $13.9M | $15.0M | 4.71% | +6.1K | 2026-06-30 |
| 10 | KLAC | Kla Corp | 43.5K | $13.1M | $6.5M | 2.03% | -- | 2026-06-30 |
| 11 | GEV | GE Vernova Inc | 10.4K | $12.2M | $8.9M | 2.78% | -47 | 2026-06-30 |
| 12 | — | Seagate Technology Hldngs PL | 12.5K | $12.1M | $12.1M | 3.78% | +2.0K | 2026-06-30 |
| 13 | LLY | Eli Lilly & Co | 9.8K | $11.8M | $12.6M | 3.93% | -- | 2026-06-30 |
| 14 | — | Nebius Group N.V. | 41.8K | $11.6M | $11.6M | 3.62% | +1.4K | 2026-06-30 |
| 15 | PWR | Quanta Svcs Inc | 14.5K | $10.4M | $8.2M | 2.55% | -54 | 2026-06-30 |
| 16 | ANET | Arista Networks Inc | 60.2K | $10.2M | $10.7M | 3.34% | -- | 2026-06-30 |
| 17 | GE | GE Aerospace | 26.2K | $9.8M | $7.6M | 2.37% | -65 | 2026-06-30 |
| 18 | SNDK | Sandisk Corp | 3.9K | $8.8M | $4.9M | 1.53% | -9,916 | 2026-06-30 |
| 19 | AVGO | Broadcom Inc | 23.2K | $8.7M | $7.6M | 2.39% | +1.2K | 2026-06-30 |
| 20 | HAL | Halliburton Co | 248.0K | $8.4M | $8.8M | 2.75% | -2,860 | 2026-06-30 |
| 21 | ARM | Arm Holdings PLC | 23.0K | $8.2M | $5.1M | 1.61% | -22,001 | 2026-06-30 |
| 22 | AGX | Argan Inc | 9.4K | $7.5M | $3.1M | 0.96% | +27 | 2026-06-30 |
| 23 | — | Tower Semiconductor Ltd | 26.3K | $6.8M | $6.8M | 2.14% | +51 | 2026-06-30 |
| 24 | LNG | Cheniere Energy Inc | 26.5K | $6.3M | $8.0M | 2.49% | -187 | 2026-06-30 |
| 25 | ADI | Analog Devices Inc | 15.9K | $6.3M | $6.5M | 2.03% | +974 | 2026-06-30 |
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