Gunderson Capital Management LLC

Institutional manager (13F) · CIK 1792397

13F holdings · as of 2026-03-31 · top 46 · reported portfolio $239M

#	Issuer	Value	Shares
1	TAIWAN SEMICONDUCTOR MANUFAC	$12M	35,528
2	NVIDIA CORPORATION	$11M	63,612
3	CAMECO CORP	$10M	95,660
4	HALLIBURTON CO	$10M	250,876
5	PALANTIR TECHNOLOGIES INC	$10M	65,808
6	ASML HLDG NV	$10M	7,205
7	GE VERNOVA INC	$9M	10,443
8	ADVANCED MICRO DEVICES INC	$9M	43,941
9	SANDISK CORP	$9M	13,801
10	BARRICK MNG CORP	$8M	204,395
11	ISHARES INC	$8M	66,275
12	DELL TECHNOLOGIES INC	$8M	49,088
13	QUANTA SVCS INC	$8M	14,513
14	APPLIED MATLS INC	$8M	23,098
15	CHENIERE ENERGY INC	$8M	26,650
16	GE AEROSPACE	$7M	26,308
17	ARM HOLDINGS PLC	$7M	45,029
18	BROADCOM INC	$7M	21,974
19	MICRON TECHNOLOGY INC	$6M	17,187
20	TECHNIPFMC PLC	$6M	81,033
21	VISTRA CORP	$6M	36,997
22	ARGAN INC	$5M	9,326
23	DIREXION SHARES ETF TRUST	$5M	97,997
24	TARGA RES CORP	$5M	19,372
25	ANALOG DEVICES INC	$5M	14,925
26	PROSHARES TR	$5M	144,169
27	TOWER SEMICONDUCTOR LTD	$5M	26,219
28	DEVON ENERGY CORP NEW	$5M	89,457
29	NEBIUS GROUP N.V.	$4M	40,428
30	SEAGATE TECHNOLOGY HLDNGS PL	$4M	10,525
31	SOLARIS ENERGY INFRAS INC	$3M	60,308
32	COREWEAVE INC	$3M	43,701
33	MP MATERIALS CORP	$3M	69,126
34	VENTURE GLOBAL INC	$3M	180,054
35	NOVO-NORDISK A S	$3M	69,211
36	INVESTMENT MANAGERS SER TR I	$2M	70,992
37	APPLE INC	$2M	6,303
38	COSTCO WHOLESALE CORPORATION	$560k	562
39	AMAZON COM INC	$519k	2,492
40	SOUTHERN CO	$437k	4,527
41	INVESCO QQQ TR	$423k	732
42	EATON CORP PLC	$264k	737
43	SELECT SECTOR SPDR TR	$220k	1,658
44	ENERFLEX LTD	$203k	9,697
45	TETRA TECHNOLOGIES INC DEL	$103k	12,108
46	ICECURE MEDICAL LTD CAESAREA	$6k	20,000

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.