Gunderson Capital Management as of March 31, 2020
Portfolio Holdings for Gunderson Capital Management
Gunderson Capital Management holds 33 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Teladoc (TDOC) | 11.9 | $8.6M | 187k | 45.94 | |
| Advanced Micro Devices (AMD) | 9.4 | $6.8M | 149k | 45.48 | |
| Shopify Inc cl a (SHOP) | 7.1 | $5.1M | 12k | 416.95 | |
| Apple (AAPL) | 6.0 | $4.3M | 17k | 254.29 | |
| Microsoft Corporation (MSFT) | 5.5 | $4.0M | 25k | 157.69 | |
| Netflix (NFLX) | 5.3 | $3.8M | 10k | 375.47 | |
| Amazon (AMZN) | 5.2 | $3.8M | 24k | 158.85 | |
| Bristol Myers Squibb (BMY) | 5.2 | $3.8M | 67k | 55.74 | |
| Jd (JD) | 5.0 | $3.6M | 89k | 40.50 | |
| Visa (V) | 4.9 | $3.6M | 22k | 161.12 | |
| Qualcomm (QCOM) | 4.8 | $3.5M | 51k | 67.66 | |
| MasterCard Incorporated (MA) | 4.8 | $3.5M | 14k | 241.55 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 4.4 | $3.1M | 7.2k | 436.32 | |
| Adobe Systems Incorporated (ADBE) | 4.3 | $3.1M | 9.8k | 318.21 | |
| Alibaba Group Holding (BABA) | 1.6 | $1.2M | 6.0k | 194.51 | |
| Dex (DXCM) | 1.4 | $1.0M | 3.8k | 269.37 | |
| American Tower Reit (AMT) | 1.1 | $794k | 3.6k | 217.71 | |
| Msci (MSCI) | 0.9 | $676k | 2.3k | 289.14 | |
| CoStar (CSGP) | 0.9 | $658k | 1.1k | 586.98 | |
| Abbott Laboratories (ABT) | 0.9 | $642k | 8.1k | 78.91 | |
| Tesla Motors (TSLA) | 0.9 | $622k | 1.2k | 524.01 | |
| Nextera Energy (NEE) | 0.9 | $616k | 2.6k | 240.44 | |
| Paycom Software (PAYC) | 0.8 | $610k | 3.0k | 201.92 | |
| Asml Holding (ASML) | 0.8 | $571k | 2.2k | 261.81 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.8 | $566k | 2.4k | 237.82 | |
| Equinix (EQIX) | 0.8 | $542k | 867.00 | 625.14 | |
| Blackstone Group Inc Com Cl A (BX) | 0.7 | $541k | 12k | 45.61 | |
| Ross Stores (ROST) | 0.7 | $536k | 6.2k | 87.04 | |
| Anthem (ELV) | 0.7 | $529k | 2.3k | 227.04 | |
| Newmont Mining Corporation (NEM) | 0.7 | $506k | 11k | 45.26 | |
| Taiwan Semiconductor Mfg (TSM) | 0.7 | $489k | 10k | 47.84 | |
| AstraZeneca (AZN) | 0.5 | $354k | 7.9k | 44.70 | |
| Servicenow (NOW) | 0.3 | $218k | 761.00 | 286.47 |
