Gunderson Capital Management as of June 30, 2023
Portfolio Holdings for Gunderson Capital Management
Gunderson Capital Management holds 42 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.3 | $13M | 30k | 423.02 | |
| Apple (AAPL) | 6.7 | $10M | 52k | 193.97 | |
| Microsoft Corporation (MSFT) | 5.8 | $8.8M | 26k | 340.54 | |
| Broadcom (AVGO) | 5.3 | $8.1M | 9.3k | 867.43 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 5.0 | $7.6M | 98k | 77.52 | |
| Asml Holding N V N Y Registry Shs (ASML) | 4.8 | $7.3M | 10k | 724.73 | |
| Tesla Motors (TSLA) | 4.6 | $7.0M | 27k | 261.77 | |
| Advanced Micro Devices (AMD) | 4.5 | $6.9M | 60k | 113.91 | |
| Servicenow (NOW) | 4.3 | $6.5M | 12k | 561.97 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.2 | $6.3M | 63k | 100.92 | |
| Novo-nordisk A S Adr (NVO) | 3.7 | $5.6M | 34k | 161.83 | |
| Airbnb Com Cl A (ABNB) | 3.5 | $5.2M | 41k | 128.16 | |
| Palo Alto Networks (PANW) | 3.4 | $5.2M | 20k | 255.51 | |
| Raytheon Technologies Corp (RTX) | 3.3 | $5.1M | 52k | 97.96 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $4.9M | 41k | 119.70 | |
| Amazon (AMZN) | 3.1 | $4.7M | 36k | 130.36 | |
| Booking Holdings (BKNG) | 2.8 | $4.2M | 1.6k | 2700.33 | |
| Boeing Company (BA) | 2.8 | $4.2M | 20k | 211.16 | |
| Lam Research Corporation (LRCX) | 2.7 | $4.0M | 6.3k | 642.86 | |
| Valero Energy Corporation (VLO) | 2.6 | $4.0M | 34k | 117.30 | |
| Baker Hughes Company Cl A (BKR) | 1.6 | $2.5M | 79k | 31.61 | |
| Oracle Corporation (ORCL) | 1.6 | $2.5M | 21k | 119.09 | |
| Pulte (PHM) | 1.6 | $2.4M | 31k | 77.68 | |
| Hubspot (HUBS) | 1.3 | $1.9M | 3.6k | 532.09 | |
| Deckers Outdoor Corporation (DECK) | 1.2 | $1.7M | 3.3k | 527.66 | |
| Adobe Systems Incorporated (ADBE) | 1.0 | $1.6M | 3.2k | 488.99 | |
| Arch Cap Group Ord (ACGL) | 1.0 | $1.6M | 21k | 74.85 | |
| Oscar Health Cl A (OSCR) | 1.0 | $1.5M | 191k | 8.06 | |
| Fortinet (FTNT) | 1.0 | $1.5M | 20k | 75.59 | |
| Arista Networks (ANET) | 0.9 | $1.4M | 8.5k | 162.06 | |
| United Microelectronics Corp Spon Adr New (UMC) | 0.8 | $1.2M | 153k | 7.89 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $598k | 3.7k | 162.43 | |
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.3 | $480k | 7.5k | 63.60 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $469k | 2.6k | 178.27 | |
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $399k | 2.3k | 173.86 | |
| Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.2 | $276k | 15k | 18.37 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $257k | 696.00 | 369.42 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $222k | 1.9k | 116.67 | |
| Ishares Tr Us Br Del Se Etf (IAI) | 0.1 | $214k | 2.4k | 90.75 | |
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.1 | $195k | 25k | 7.79 | |
| Carrols Restaurant (TAST) | 0.0 | $67k | 13k | 5.04 | |
| Zedge CL B (ZDGE) | 0.0 | $36k | 16k | 2.24 |
