Gunderson Capital Management as of June 30, 2025
Portfolio Holdings for Gunderson Capital Management
Gunderson Capital Management holds 47 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.9 | $21M | 135k | 157.99 | |
| Netflix (NFLX) | 6.3 | $15M | 11k | 1339.13 | |
| Goldman Sachs (GS) | 6.0 | $15M | 20k | 707.75 | |
| Meta Platforms Cl A (META) | 5.7 | $14M | 19k | 738.10 | |
| Robinhood Mkts Com Cl A (HOOD) | 4.4 | $11M | 113k | 93.63 | |
| HSBC HLDGS Spon Adr New (HSBC) | 4.3 | $10M | 168k | 60.79 | |
| Metropcs Communications (TMUS) | 4.1 | $9.9M | 41k | 238.26 | |
| Spotify Technology S A SHS (SPOT) | 4.1 | $9.8M | 13k | 767.34 | |
| Palantir Technologies Cl A (PLTR) | 4.0 | $9.5M | 69k | 136.32 | |
| Spdr Gold Tr Gold Shs (GLD) | 3.4 | $8.2M | 27k | 304.83 | |
| Crowdstrike Hldgs Cl A (CRWD) | 3.3 | $7.9M | 16k | 509.31 | |
| Uber Technologies (UBER) | 3.2 | $7.6M | 81k | 93.30 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.0 | $7.3M | 32k | 226.49 | |
| Vistra Energy (VST) | 2.9 | $7.0M | 36k | 193.81 | |
| Texas Pacific Land Corp (TPL) | 2.7 | $6.6M | 6.2k | 1056.39 | |
| Constellation Energy (CEG) | 2.7 | $6.5M | 20k | 322.76 | |
| Servicenow (NOW) | 2.5 | $5.9M | 5.7k | 1028.08 | |
| Broadcom (AVGO) | 2.2 | $5.3M | 19k | 275.65 | |
| Tradeweb Mkts Cl A (TW) | 1.9 | $4.6M | 31k | 146.40 | |
| Flutter Entmt SHS (FLUT) | 1.9 | $4.5M | 16k | 285.76 | |
| Howmet Aerospace (HWM) | 1.7 | $4.1M | 22k | 186.13 | |
| Ishares Gold Tr Ishares New (IAU) | 1.6 | $3.9M | 63k | 62.36 | |
| Booking Holdings (BKNG) | 1.6 | $3.8M | 665.00 | 5789.32 | |
| Arista Networks Com Shs (ANET) | 1.4 | $3.3M | 32k | 102.31 | |
| Doordash Cl A (DASH) | 1.3 | $3.1M | 13k | 246.51 | |
| Microsoft Corporation (MSFT) | 1.3 | $3.1M | 6.3k | 497.40 | |
| Celestica (CLS) | 1.3 | $3.1M | 20k | 156.11 | |
| Talen Energy Corp (TLN) | 1.3 | $3.0M | 11k | 290.77 | |
| Snowflake Cl A (SNOW) | 1.2 | $2.8M | 13k | 223.77 | |
| Agnico (AEM) | 1.2 | $2.8M | 24k | 118.93 | |
| Landbridge Company Cl A (LB) | 1.1 | $2.7M | 41k | 67.58 | |
| Emcor (EME) | 1.1 | $2.7M | 5.0k | 534.89 | |
| Fortinet (FTNT) | 1.1 | $2.6M | 24k | 105.72 | |
| Amazon (AMZN) | 0.9 | $2.1M | 9.7k | 219.39 | |
| Eli Lilly & Co. (LLY) | 0.9 | $2.1M | 2.7k | 779.62 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.7 | $1.7M | 2.1k | 801.52 | |
| Advanced Micro Devices (AMD) | 0.6 | $1.5M | 11k | 141.90 | |
| Brookfield Renewable Partner Partnership Unit (BEP) | 0.6 | $1.5M | 57k | 25.51 | |
| Cameco Corporation (CCJ) | 0.6 | $1.3M | 18k | 74.23 | |
| Apple (AAPL) | 0.4 | $922k | 4.5k | 205.19 | |
| Costco Wholesale Corporation (COST) | 0.2 | $392k | 396.00 | 989.51 | |
| Eaton Corp SHS (ETN) | 0.1 | $261k | 730.00 | 356.99 | |
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.1 | $231k | 3.9k | 58.59 | |
| Pdd Holdings Sponsored Ads (PDD) | 0.1 | $204k | 1.9k | 104.66 | |
| New Gold Inc Cda (NGD) | 0.1 | $170k | 34k | 4.95 | |
| Brainstorm Cell Therapeutics (BCLI) | 0.0 | $29k | 26k | 1.12 | |
| Icecure Medical Ltd Caesarea Shs New (ICCM) | 0.0 | $20k | 20k | 1.00 |
