Gunderson Capital Management as of Sept. 30, 2019
Portfolio Holdings for Gunderson Capital Management
Gunderson Capital Management holds 55 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MasterCard Incorporated (MA) | 4.9 | $4.9M | 18k | 271.56 | |
| Servicenow (NOW) | 4.8 | $4.9M | 19k | 253.87 | |
| Paypal Holdings (PYPL) | 4.6 | $4.7M | 45k | 103.59 | |
| Edwards Lifesciences (EW) | 4.5 | $4.6M | 21k | 219.90 | |
| Chipotle Mexican Grill (CMG) | 4.4 | $4.5M | 5.3k | 840.50 | |
| Shopify Inc cl a (SHOP) | 4.4 | $4.4M | 14k | 311.64 | |
| Visa (V) | 4.3 | $4.4M | 26k | 171.99 | |
| Global Payments (GPN) | 4.3 | $4.3M | 27k | 158.99 | |
| IDEXX Laboratories (IDXX) | 4.2 | $4.3M | 16k | 271.97 | |
| Adobe Systems Incorporated (ADBE) | 4.1 | $4.1M | 15k | 276.29 | |
| CoStar (CSGP) | 4.0 | $4.0M | 6.8k | 593.19 | |
| Advanced Micro Devices (AMD) | 4.0 | $4.0M | 138k | 28.99 | |
| Amazon (AMZN) | 3.8 | $3.8M | 2.2k | 1736.12 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 3.7 | $3.7M | 9.1k | 412.10 | |
| Facebook Inc cl a (META) | 3.6 | $3.7M | 21k | 178.07 | |
| Intuit (INTU) | 3.6 | $3.7M | 14k | 265.92 | |
| CSX Corporation (CSX) | 3.5 | $3.6M | 51k | 69.27 | |
| Workday Inc cl a (WDAY) | 3.5 | $3.5M | 21k | 169.93 | |
| Broadcom (AVGO) | 3.4 | $3.4M | 12k | 276.09 | |
| Alibaba Group Holding (BABA) | 3.3 | $3.3M | 20k | 167.25 | |
| Roku (ROKU) | 3.1 | $3.1M | 30k | 101.77 | |
| Lam Research Corporation (LRCX) | 1.7 | $1.7M | 7.3k | 231.15 | |
| KLA-Tencor Corporation (KLAC) | 1.6 | $1.6M | 10k | 159.47 | |
| Apple (AAPL) | 0.8 | $824k | 3.7k | 223.85 | |
| Insulet Corporation (PODD) | 0.8 | $802k | 4.9k | 164.92 | |
| Lululemon Athletica (LULU) | 0.8 | $788k | 4.1k | 192.57 | |
| Coupa Software | 0.6 | $559k | 4.3k | 129.61 | |
| Alteryx | 0.6 | $553k | 5.2k | 107.34 | |
| iShares Morningstar Large Growth (ILCG) | 0.5 | $526k | 2.7k | 191.41 | |
| Cyberark Software (CYBR) | 0.5 | $520k | 5.2k | 99.90 | |
| Monolithic Power Systems (MPWR) | 0.5 | $501k | 3.2k | 155.69 | |
| Kirkland Lake Gold | 0.5 | $496k | 11k | 44.81 | |
| Dex (DXCM) | 0.4 | $445k | 3.0k | 149.23 | |
| Microsoft Corporation (MSFT) | 0.4 | $425k | 3.1k | 139.12 | |
| Home Depot (HD) | 0.4 | $413k | 1.8k | 232.02 | |
| American Tower Reit (AMT) | 0.4 | $402k | 1.8k | 221.24 | |
| stock | 0.4 | $400k | 3.4k | 117.82 | |
| Mongodb Inc. Class A (MDB) | 0.4 | $403k | 3.3k | 120.37 | |
| Zoetis Inc Cl A (ZTS) | 0.4 | $391k | 3.1k | 124.72 | |
| CoreSite Realty | 0.4 | $367k | 3.0k | 121.72 | |
| Nextera Energy (NEE) | 0.3 | $353k | 1.5k | 232.70 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.3 | $349k | 1.9k | 188.65 | |
| Northrop Grumman Corporation (NOC) | 0.3 | $324k | 865.00 | 374.57 | |
| Paycom Software (PAYC) | 0.3 | $319k | 1.5k | 209.46 | |
| Dollar General (DG) | 0.3 | $301k | 1.9k | 159.18 | |
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $300k | 6.1k | 48.85 | |
| Abbott Laboratories (ABT) | 0.3 | $281k | 3.4k | 83.76 | |
| Automatic Data Processing (ADP) | 0.3 | $283k | 1.8k | 161.35 | |
| Nike (NKE) | 0.3 | $284k | 3.0k | 94.01 | |
| Lowe's Companies (LOW) | 0.3 | $281k | 2.6k | 110.11 | |
| Proshares Tr short qqq | 0.3 | $259k | 9.3k | 27.72 | |
| Tetra Tech (TTEK) | 0.2 | $234k | 2.7k | 86.92 | |
| Becton, Dickinson and (BDX) | 0.2 | $229k | 905.00 | 253.04 | |
| Etf Managers Tr purefunds ise mo | 0.2 | $207k | 4.4k | 46.72 | |
| Zedge Inc cl b (ZDGE) | 0.0 | $27k | 16k | 1.69 |
