Gunderson Capital Management as of Dec. 31, 2024
Portfolio Holdings for Gunderson Capital Management
Gunderson Capital Management holds 37 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.1 | $16M | 122k | 134.29 | |
| Arista Networks Com Shs (ANET) | 7.1 | $14M | 131k | 110.53 | |
| Meta Platforms Cl A (META) | 6.6 | $13M | 23k | 585.51 | |
| Palantir Technologies Cl A (PLTR) | 5.8 | $12M | 157k | 75.63 | |
| Spotify Technology S A SHS (SPOT) | 5.5 | $11M | 25k | 447.38 | |
| Netflix (NFLX) | 5.3 | $11M | 12k | 891.32 | |
| Amazon (AMZN) | 5.0 | $10M | 46k | 219.39 | |
| Eli Lilly & Co. (LLY) | 4.7 | $9.5M | 12k | 772.02 | |
| Microsoft Corporation (MSFT) | 4.6 | $9.4M | 22k | 421.51 | |
| Tesla Motors (TSLA) | 4.4 | $9.0M | 22k | 403.84 | |
| Booking Holdings (BKNG) | 4.0 | $8.2M | 1.7k | 4968.44 | |
| Crowdstrike Hldgs Cl A (CRWD) | 3.7 | $7.6M | 22k | 342.16 | |
| Servicenow (NOW) | 3.7 | $7.5M | 7.1k | 1060.12 | |
| Shopify Cl A (SHOP) | 3.3 | $6.7M | 63k | 106.33 | |
| Vistra Energy (VST) | 2.9 | $6.0M | 43k | 137.87 | |
| Houlihan Lokey Cl A (HLI) | 2.5 | $5.1M | 30k | 173.66 | |
| Astera Labs (ALAB) | 2.4 | $4.9M | 37k | 132.45 | |
| salesforce (CRM) | 2.0 | $4.0M | 12k | 334.33 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $4.0M | 21k | 189.30 | |
| Mercury General Corporation (MCY) | 2.0 | $4.0M | 60k | 66.48 | |
| Travelers Companies (TRV) | 1.9 | $3.8M | 16k | 240.89 | |
| Arthur J. Gallagher & Co. (AJG) | 1.8 | $3.7M | 13k | 283.85 | |
| Deckers Outdoor Corporation (DECK) | 1.6 | $3.2M | 16k | 203.09 | |
| Fair Isaac Corporation (FICO) | 1.6 | $3.2M | 1.6k | 1990.93 | |
| Constellation Energy (CEG) | 1.6 | $3.2M | 14k | 223.71 | |
| Adobe Systems Incorporated (ADBE) | 1.3 | $2.7M | 6.1k | 444.68 | |
| Apple (AAPL) | 1.0 | $2.0M | 7.9k | 250.43 | |
| Apollo Global Mgmt (APO) | 0.9 | $1.9M | 12k | 165.16 | |
| TPG Com Cl A (TPG) | 0.9 | $1.8M | 29k | 62.84 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $1.3M | 5.3k | 242.13 | |
| Costco Wholesale Corporation (COST) | 0.2 | $475k | 519.00 | 915.64 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $409k | 903.00 | 453.28 | |
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.2 | $401k | 7.9k | 50.85 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $299k | 1.6k | 190.45 | |
| Eaton Corp SHS (ETN) | 0.1 | $257k | 773.00 | 331.87 | |
| Applied Digital Corp Com New (APLD) | 0.0 | $83k | 11k | 7.64 | |
| Zedge CL B (ZDGE) | 0.0 | $43k | 16k | 2.69 |
