Gunderson Capital Management as of March 31, 2019
Portfolio Holdings for Gunderson Capital Management
Gunderson Capital Management holds 61 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Paypal Holdings (PYPL) | 4.5 | $5.1M | 49k | 103.85 | |
| Servicenow (NOW) | 4.3 | $4.9M | 20k | 246.49 | |
| Square Inc cl a (SQ) | 4.0 | $4.6M | 61k | 74.92 | |
| MasterCard Incorporated (MA) | 3.9 | $4.5M | 19k | 235.43 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 3.9 | $4.5M | 13k | 348.77 | |
| Edwards Lifesciences (EW) | 3.8 | $4.4M | 23k | 191.35 | |
| Visa (V) | 3.8 | $4.3M | 28k | 156.20 | |
| Workday Inc cl a (WDAY) | 3.7 | $4.3M | 22k | 192.86 | |
| Adobe Systems Incorporated (ADBE) | 3.6 | $4.2M | 16k | 266.48 | |
| Broadcom (AVGO) | 3.6 | $4.2M | 14k | 300.74 | |
| Jd (JD) | 3.5 | $4.1M | 136k | 30.15 | |
| Global Payments (GPN) | 3.5 | $4.1M | 30k | 136.52 | |
| Alibaba Group Holding (BABA) | 3.5 | $4.0M | 22k | 182.43 | |
| salesforce (CRM) | 3.5 | $4.0M | 25k | 158.36 | |
| Boeing Company (BA) | 3.4 | $3.9M | 10k | 381.38 | |
| Intuit (INTU) | 3.4 | $3.9M | 15k | 261.38 | |
| CSX Corporation (CSX) | 3.3 | $3.9M | 52k | 74.82 | |
| Amazon (AMZN) | 3.3 | $3.8M | 2.2k | 1780.67 | |
| Netflix (NFLX) | 3.3 | $3.8M | 11k | 356.52 | |
| Advanced Micro Devices (AMD) | 3.3 | $3.8M | 148k | 25.52 | |
| UnitedHealth (UNH) | 3.1 | $3.5M | 14k | 247.23 | |
| Humana (HUM) | 2.8 | $3.2M | 12k | 265.97 | |
| Facebook Inc cl a (META) | 2.8 | $3.2M | 19k | 166.71 | |
| Centene Corporation (CNC) | 2.7 | $3.1M | 59k | 53.09 | |
| Trade Desk (TTD) | 0.9 | $1.1M | 5.3k | 197.90 | |
| Palo Alto Networks (PANW) | 0.7 | $842k | 3.5k | 242.79 | |
| Lululemon Athletica (LULU) | 0.7 | $832k | 5.1k | 163.78 | |
| WellCare Health Plans | 0.6 | $735k | 2.7k | 269.92 | |
| Five Below (FIVE) | 0.6 | $720k | 5.8k | 124.27 | |
| Autodesk (ADSK) | 0.6 | $719k | 4.6k | 155.80 | |
| Cyberark Software (CYBR) | 0.6 | $710k | 6.0k | 119.01 | |
| Amedisys (AMED) | 0.6 | $706k | 5.7k | 123.25 | |
| Shopify Inc cl a (SHOP) | 0.6 | $701k | 3.4k | 206.54 | |
| Huazhu Group (HTHT) | 0.6 | $654k | 16k | 42.12 | |
| TAL Education (TAL) | 0.6 | $631k | 18k | 36.11 | |
| iRobot Corporation (IRBT) | 0.5 | $626k | 5.3k | 117.71 | |
| Teladoc (TDOC) | 0.5 | $612k | 11k | 55.62 | |
| Apple (AAPL) | 0.5 | $581k | 3.1k | 189.81 | |
| Planet Fitness Inc-cl A (PLNT) | 0.5 | $580k | 8.4k | 68.76 | |
| Abiomed | 0.5 | $560k | 2.0k | 285.42 | |
| iShares Morningstar Large Growth (ILCG) | 0.5 | $560k | 3.1k | 182.95 | |
| CoStar (CSGP) | 0.5 | $539k | 1.2k | 466.26 | |
| Chipotle Mexican Grill (CMG) | 0.4 | $443k | 623.00 | 711.08 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.4 | $432k | 2.4k | 179.48 | |
| Microsoft Corporation (MSFT) | 0.3 | $366k | 3.1k | 118.03 | |
| Zoetis Inc Cl A (ZTS) | 0.3 | $332k | 3.3k | 100.61 | |
| Nextera Energy (NEE) | 0.3 | $320k | 1.7k | 193.47 | |
| American Tower Reit (AMT) | 0.3 | $318k | 1.6k | 197.03 | |
| Lowe's Companies (LOW) | 0.3 | $309k | 2.8k | 109.54 | |
| Taiwan Semiconductor Mfg (TSM) | 0.2 | $287k | 7.0k | 40.95 | |
| Abbott Laboratories (ABT) | 0.2 | $283k | 3.5k | 79.85 | |
| Nike (NKE) | 0.2 | $285k | 3.4k | 84.17 | |
| Anthem (ELV) | 0.2 | $285k | 993.00 | 287.01 | |
| Home Depot (HD) | 0.2 | $271k | 1.4k | 192.20 | |
| Automatic Data Processing (ADP) | 0.2 | $267k | 1.7k | 159.50 | |
| Dollar General (DG) | 0.2 | $266k | 2.2k | 119.18 | |
| Becton, Dickinson and (BDX) | 0.2 | $259k | 1.0k | 250.00 | |
| Vanguard Emerging Markets ETF (VWO) | 0.2 | $249k | 5.8k | 42.58 | |
| Eli Lilly & Co. (LLY) | 0.2 | $243k | 1.9k | 129.88 | |
| First Trust Cloud Computing Et (SKYY) | 0.2 | $209k | 3.6k | 57.62 | |
| Zedge Inc cl b (ZDGE) | 0.0 | $28k | 16k | 1.75 |
