Gunderson Capital Management as of June 30, 2026
Portfolio Holdings for Gunderson Capital Management
Gunderson Capital Management holds 52 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Advanced Micro Devices (AMD) | 6.8 | $25M | 44k | 580.91 | |
| Dell Technologies CL C (DELL) | 5.8 | $21M | 49k | 431.46 | |
| Micron Technology (MU) | 5.6 | $21M | 18k | 1154.29 | |
| Applied Materials (AMAT) | 4.8 | $18M | 25k | 723.01 | |
| Marvell Technology (MRVL) | 4.8 | $18M | 59k | 297.89 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 4.7 | $17M | 36k | 477.57 | |
| Ishares Msci Sth Kor Etf (EWY) | 4.3 | $16M | 79k | 201.90 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 3.9 | $15M | 7.3k | 1989.53 | |
| NVIDIA Corporation (NVDA) | 3.8 | $14M | 70k | 200.09 | |
| Kla Corp Com New (KLAC) | 3.5 | $13M | 44k | 301.71 | |
| Ge Vernova (GEV) | 3.3 | $12M | 10k | 1174.86 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 3.3 | $12M | 13k | 965.00 | |
| Eli Lilly & Co. (LLY) | 3.2 | $12M | 9.8k | 1199.47 | |
| Nebius Group Shs Class A (NBIS) | 3.1 | $12M | 42k | 276.17 | |
| Quanta Services (PWR) | 2.8 | $10M | 15k | 720.04 | |
| Arista Networks Com Shs (ANET) | 2.8 | $10M | 60k | 169.88 | |
| Ge Aerospace Com New (GE) | 2.6 | $9.8M | 26k | 373.73 | |
| Sandisk Corp (SNDK) | 2.4 | $8.8M | 3.9k | 2273.73 | |
| Broadcom (AVGO) | 2.4 | $8.7M | 23k | 377.75 | |
| Halliburton Company (HAL) | 2.3 | $8.4M | 248k | 33.95 | |
| Arm Holdings Sponsored Ads (ARM) | 2.2 | $8.2M | 23k | 354.57 | |
| Argan (AGX) | 2.0 | $7.5M | 9.4k | 798.55 | |
| Tower Semiconductor Shs New (TSEM) | 1.8 | $6.8M | 26k | 260.64 | |
| Cheniere Energy Com New (LNG) | 1.7 | $6.3M | 27k | 239.01 | |
| Analog Devices (ADI) | 1.7 | $6.3M | 16k | 397.17 | |
| Technipfmc (FTI) | 1.5 | $5.4M | 81k | 66.30 | |
| Targa Res Corp (TRGP) | 1.4 | $5.1M | 19k | 268.14 | |
| Coreweave Com Cl A (CRWV) | 1.3 | $4.9M | 49k | 99.54 | |
| Solaris Energy Infras Com Cl A (SEI) | 1.3 | $4.8M | 60k | 80.46 | |
| Celestica (CLS) | 1.3 | $4.8M | 13k | 364.80 | |
| Ciena Corp Com New (CIEN) | 1.1 | $4.2M | 8.5k | 490.56 | |
| Mp Materials Corp Com Cl A (MP) | 1.0 | $3.9M | 69k | 56.01 | |
| Devon Energy Corporation (DVN) | 1.0 | $3.7M | 89k | 41.32 | |
| Novo-nordisk A S Adr (NVO) | 0.9 | $3.3M | 68k | 47.94 | |
| Baker Hughes Company Cl A (BKR) | 0.8 | $2.9M | 52k | 55.50 | |
| Apple (AAPL) | 0.7 | $2.7M | 9.3k | 289.37 | |
| Venture Global Com Cl A (VG) | 0.5 | $2.0M | 178k | 11.13 | |
| Amazon (AMZN) | 0.3 | $1.2M | 5.2k | 238.34 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.1M | 1.5k | 736.25 | |
| Costco Wholesale Corporation (COST) | 0.2 | $557k | 595.00 | 936.16 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $420k | 1.2k | 357.37 | |
| Tesla Motors (TSLA) | 0.1 | $360k | 855.00 | 420.60 | |
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $354k | 1.9k | 190.56 | |
| Southern Company (SO) | 0.1 | $328k | 3.4k | 95.70 | |
| Eaton Corp SHS (ETN) | 0.1 | $311k | 730.00 | 426.12 | |
| Myr (MYRG) | 0.1 | $287k | 573.00 | 500.40 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $252k | 680.00 | 370.04 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.1 | $248k | 913.00 | 271.95 | |
| Enerflex (EFXT) | 0.1 | $239k | 9.7k | 24.51 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $220k | 673.00 | 327.33 | |
| TETRA Technologies (TTI) | 0.0 | $137k | 12k | 11.33 | |
| Icecure Med Ord Shs New | 0.0 | $3.0k | 20k | 0.15 |
