Gunderson Capital Management as of June 30, 2024
Portfolio Holdings for Gunderson Capital Management
Gunderson Capital Management holds 39 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Eli Lilly & Co. (LLY) | 8.7 | $20M | 22k | 905.38 | |
| Novo-nordisk A S Adr (NVO) | 6.6 | $15M | 108k | 142.74 | |
| NVIDIA Corporation (NVDA) | 6.1 | $14M | 114k | 123.54 | |
| Microsoft Corporation (MSFT) | 5.5 | $13M | 29k | 446.95 | |
| Asml Holding N V N Y Registry Shs (ASML) | 5.2 | $12M | 12k | 1022.71 | |
| Arista Networks (ANET) | 5.0 | $12M | 33k | 350.48 | |
| Meta Platforms Cl A (META) | 4.9 | $11M | 23k | 504.22 | |
| Qualcomm (QCOM) | 4.8 | $11M | 56k | 199.18 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 4.1 | $9.7M | 137k | 70.37 | |
| Amazon (AMZN) | 3.9 | $9.1M | 47k | 193.25 | |
| Netflix (NFLX) | 3.7 | $8.7M | 13k | 674.88 | |
| Arm Holdings Sponsored Ads (ARM) | 3.7 | $8.6M | 53k | 163.62 | |
| Arthur J. Gallagher & Co. (AJG) | 3.7 | $8.6M | 33k | 259.31 | |
| Micron Technology (MU) | 3.5 | $8.3M | 63k | 131.53 | |
| Uber Technologies (UBER) | 3.3 | $7.6M | 105k | 72.68 | |
| Booking Holdings (BKNG) | 3.0 | $7.1M | 1.8k | 3961.50 | |
| American Express Company (AXP) | 2.0 | $4.6M | 20k | 231.55 | |
| Arch Cap Group Ord (ACGL) | 1.7 | $4.1M | 40k | 100.89 | |
| Elf Beauty (ELF) | 1.7 | $4.0M | 19k | 210.72 | |
| Oscar Health Cl A (OSCR) | 1.7 | $3.8M | 243k | 15.82 | |
| Reinsurance Grp Of America I Com New (RGA) | 1.5 | $3.5M | 17k | 205.27 | |
| Investment Managers Ser Tr I Tradr Shrt Innov (SARK) | 1.5 | $3.5M | 115k | 30.58 | |
| AeroVironment (AVAV) | 1.5 | $3.4M | 19k | 182.16 | |
| Deckers Outdoor Corporation (DECK) | 1.4 | $3.1M | 3.3k | 967.95 | |
| Super Micro Computer | 1.3 | $3.0M | 3.7k | 819.35 | |
| Mercury General Corporation (MCY) | 1.2 | $2.9M | 54k | 53.14 | |
| Vistra Energy (VST) | 1.2 | $2.9M | 33k | 85.98 | |
| Constellation Energy (CEG) | 1.2 | $2.8M | 14k | 200.27 | |
| Sea Sponsord Ads (SE) | 1.2 | $2.7M | 38k | 71.42 | |
| Cameco Corporation (CCJ) | 1.1 | $2.7M | 54k | 49.20 | |
| HEICO Corporation (HEI) | 1.1 | $2.6M | 12k | 223.61 | |
| Doordash Cl A (DASH) | 1.1 | $2.5M | 23k | 108.78 | |
| Hims & Hers Health Com Cl A (HIMS) | 0.8 | $1.8M | 91k | 20.19 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $1.0M | 4.8k | 215.01 | |
| Apple (AAPL) | 0.4 | $982k | 4.7k | 210.63 | |
| Costco Wholesale Corporation (COST) | 0.1 | $252k | 296.00 | 851.24 | |
| Eaton Corp SHS (ETN) | 0.1 | $229k | 730.00 | 313.55 | |
| Direxion Shs Etf Tr Dly S&p Oil Gas (DRIP) | 0.0 | $96k | 10k | 9.57 | |
| Zedge CL B (ZDGE) | 0.0 | $49k | 16k | 3.05 |
