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Gunderson Capital Management Inc.
Period ended Sep 30, 2026 · Latest filing Oct 15, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $358,847,746
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SEAGATE TECHNOLOGY HLDNGS PL · ORD SHS · G7997R103 · shares: $19,342,417
- NVIDIA CORPORATION · COM · 67066G104 · shares: $19,160,039
- SANDISK CORP · COM · 80004C200 · shares: $18,282,764
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $16,241,733
- GE AEROSPACE · COM NEW · 369604301 · shares: $15,990,242
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $15,750,684
- MICRON TECHNOLOGY INC · COM · 595112103 · shares: $15,673,303
- HEWLETT PACKARD ENTERPRISE C · COM · 42824C109 · shares: $15,409,182
- DELL TECHNOLOGIES INC · CL C · 24703L202 · shares: $14,618,834
- BROADCOM INC · COM · 11135F101 · shares: $14,284,007
Reported holdings
54 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 20,971 shares | $19,342,417 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 83,895 shares | $19,160,039 |
| SANDISK CORP | COM | 80004C200 | — | 10,508 shares | $18,282,764 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 35,603 shares | $16,241,733 |
| GE AEROSPACE | COM NEW | 369604301 | — | 51,203 shares | $15,990,242 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 45,776 shares | $15,750,684 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 14,715 shares | $15,673,303 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | — | 241,183 shares | $15,409,182 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 27,175 shares | $14,618,834 |
| BROADCOM INC | COM | 11135F101 | — | 40,673 shares | $14,284,007 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 69,661 shares | $14,182,377 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 22,973 shares | $14,053,962 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 7,218 shares | $13,077,236 |
| ELI LILLY & CO | COM | 532457108 | — | 10,375 shares | $12,005,232 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 62,801 shares | $11,746,951 |
| META PLATFORMS INC | CL A | 30303M102 | — | 15,294 shares | $11,090,928 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | — | 41,126 shares | $11,064,132 |
| GE VERNOVA INC | COM | 36828A101 | — | 10,369 shares | $9,855,637 |
| ASE TECHNOLOGY HLDG CO LTD | SPONSORED ADS | 00215W100 | — | 209,276 shares | $9,304,430 |
| TWILIO INC | CL A | 90138F102 | — | 30,563 shares | $8,938,455 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 27,165 shares | $8,923,974 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 28,928 shares | $7,643,077 |
| CELESTICA INC | COM | 15101Q207 | — | 19,630 shares | $7,094,871 |
| TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | — | 26,059 shares | $5,926,598 |
| ARGENX SE | SPONSORED ADR | 04016X101 | — | 6,078 shares | $5,828,255 |
| COHERENT CORP | COM | 19247G107 | — | 18,837 shares | $5,421,477 |
| AMAZON COM INC | COM | 023135106 | — | 21,032 shares | $5,240,180 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 11,469 shares | $5,212,202 |
| TARGA RES CORP | COM | 87612G101 | — | 18,900 shares | $5,108,869 |
| SLB LIMITED | COM STK | 806857108 | — | 91,804 shares | $4,472,691 |
| ARGAN INC | COM | 04010E109 | — | 10,702 shares | $4,044,821 |
| APPLE INC | COM | 037833100 | — | 10,739 shares | $3,576,244 |
| VENTURE GLOBAL INC | COM CL A | 92333F101 | — | 177,343 shares | $2,241,616 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 3,300 shares | $1,256,772 |
| CATERPILLAR INC | COM | 149123101 | — | 1,154 shares | $935,652 |
| WALMART INC | COM | 931142103 | — | 8,109 shares | $842,687 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 660 shares | $462,879 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 5,074 shares | $457,218 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 524 shares | $400,996 |
| MICROSOFT CORP | COM | 594918104 | — | 668 shares | $342,824 |
| SITIME CORP | COM | 82982T106 | — | 509 shares | $331,883 |
| DATADOG INC | CL A COM | 23804L103 | — | 1,168 shares | $319,857 |
| EATON CORP PLC | SHS | G29183103 | — | 730 shares | $313,688 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 1,601 shares | $313,434 |
| SOUTHERN CO | COM | 842587107 | — | 3,453 shares | $286,223 |
| REGIONS FINANCIAL CORP NEW | COM | 7591EP100 | — | 9,745 shares | $261,946 |
| ASTERA LABS INC | COM | 04626A103 | — | 702 shares | $249,891 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 266 shares | $242,583 |
| APPLIED OPTOELECTRONICS INC | COM | 03823U102 | — | 2,282 shares | $226,511 |
| VICOR CORP | COM | 925815102 | — | 757 shares | $218,728 |
| ZETA GLOBAL HOLDINGS CORP | CL A | 98956A105 | — | 6,765 shares | $213,571 |
| AVNET INC | COM | 053807103 | — | 2,133 shares | $213,193 |
| USA RARE EARTH INC | COM | 91733P107 | — | 10,423 shares | $146,756 |
| ICECURE MED LTD | ORD SHS NEW | M53071201 | — | 20,000 shares | $3,034 |