Gunderson Capital Management as of Dec. 31, 2019
Portfolio Holdings for Gunderson Capital Management
Gunderson Capital Management holds 45 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Advanced Micro Devices (AMD) | 7.2 | $6.6M | 144k | 45.86 | |
| Servicenow (NOW) | 5.7 | $5.2M | 18k | 282.33 | |
| MasterCard Incorporated (MA) | 5.5 | $5.0M | 17k | 298.61 | |
| Visa (V) | 5.2 | $4.8M | 26k | 187.92 | |
| Edwards Lifesciences (EW) | 5.1 | $4.7M | 20k | 233.30 | |
| Paypal Holdings (PYPL) | 5.0 | $4.5M | 42k | 108.16 | |
| Adobe Systems Incorporated (ADBE) | 4.8 | $4.4M | 14k | 329.79 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 4.8 | $4.4M | 9.0k | 485.12 | |
| Chipotle Mexican Grill (CMG) | 4.7 | $4.3M | 5.1k | 837.15 | |
| Apple (AAPL) | 4.5 | $4.2M | 14k | 293.68 | |
| IDEXX Laboratories (IDXX) | 4.4 | $4.0M | 16k | 261.12 | |
| Roku (ROKU) | 4.2 | $3.9M | 29k | 133.88 | |
| Facebook Inc cl a (META) | 4.2 | $3.9M | 19k | 205.25 | |
| CoStar (CSGP) | 4.0 | $3.7M | 6.2k | 598.35 | |
| Bristol Myers Squibb (BMY) | 4.0 | $3.7M | 57k | 64.20 | |
| Broadcom (AVGO) | 3.9 | $3.6M | 11k | 316.05 | |
| Intuit (INTU) | 3.7 | $3.4M | 13k | 261.92 | |
| Lam Research Corporation (LRCX) | 2.2 | $2.0M | 7.0k | 292.36 | |
| KLA-Tencor Corporation (KLAC) | 2.0 | $1.8M | 10k | 178.13 | |
| Lululemon Athletica (LULU) | 1.1 | $963k | 4.2k | 231.77 | |
| Microsoft Corporation (MSFT) | 0.9 | $839k | 5.3k | 157.65 | |
| Insulet Corporation (PODD) | 0.9 | $794k | 4.6k | 171.12 | |
| Alibaba Group Holding (BABA) | 0.8 | $720k | 23k | 31.21 | |
| Dex (DXCM) | 0.8 | $706k | 3.2k | 218.85 | |
| NetEase (NTES) | 0.7 | $648k | 2.1k | 306.67 | |
| Coupa Software | 0.7 | $627k | 4.3k | 146.22 | |
| Zoetis Inc Cl A (ZTS) | 0.7 | $598k | 4.5k | 132.39 | |
| Cdw (CDW) | 0.7 | $598k | 4.2k | 142.86 | |
| Monolithic Power Systems (MPWR) | 0.6 | $578k | 3.2k | 177.96 | |
| Blackstone Group Inc Com Cl A (BX) | 0.6 | $560k | 10k | 55.99 | |
| iShares Morningstar Large Growth (ILCG) | 0.6 | $546k | 2.6k | 210.08 | |
| Abbott Laboratories (ABT) | 0.6 | $512k | 5.9k | 86.79 | |
| Cyberark Software (CYBR) | 0.6 | $510k | 4.4k | 116.60 | |
| AstraZeneca (AZN) | 0.5 | $490k | 9.8k | 49.84 | |
| Nextera Energy (NEE) | 0.5 | $490k | 2.0k | 242.21 | |
| Luckin Coffee (LKNCY) | 0.5 | $486k | 12k | 39.32 | |
| Lowe's Companies (LOW) | 0.5 | $459k | 3.8k | 119.69 | |
| CoreSite Realty | 0.4 | $385k | 3.4k | 112.24 | |
| Northrop Grumman Corporation (NOC) | 0.4 | $365k | 1.1k | 343.69 | |
| Automatic Data Processing (ADP) | 0.4 | $369k | 2.2k | 170.28 | |
| Nike (NKE) | 0.4 | $329k | 3.2k | 101.45 | |
| Cabot Microelectronics Corporation | 0.3 | $320k | 2.2k | 144.21 | |
| Proshares Tr shrt hgh yield (SJB) | 0.2 | $224k | 11k | 20.57 | |
| First Trust Cloud Computing Et (SKYY) | 0.2 | $203k | 3.4k | 60.45 | |
| Zedge Inc cl b (ZDGE) | 0.0 | $25k | 16k | 1.56 |
