Gunderson Capital Management LLC
Q3 2026 13F filing
Updated 21 days ago54 disclosed positions worth $358.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SEAGATE TECHNOLOGY HLDNGS PL | $19.3M | 21.0K | 5.39% | Added(+67.5%) |
| 2 | N NVIDIA CORPORATION | $19.2M | 83.9K | 5.34% | Added(+20.4%) |
| 3 | S SANDISK CORP | $18.3M | 10.5K | 5.09% | Added(+170.5%) |
| 4 | T TAIWAN SEMICONDUCTOR MANUFAC | $16.2M | 35.6K | 4.53% | Trimmed(-1.5%) |
| 5 | G GE AEROSPACE | $16M | 51.2K | 4.46% | Added(+95.1%) |
| 6 | G ALPHABET INC | $15.8M | 45.8K | 4.39% | Added(+3799.2%) |
| 7 | M MICRON TECHNOLOGY INC | $15.7M | 14.7K | 4.37% | Trimmed(-18.2%) |
| 8 | H HEWLETT PACKARD ENTERPRISE C | $15.4M | 241.2K | 4.29% | — |
| 9 | D DELL TECHNOLOGIES INC | $14.6M | 27.2K | 4.07% | Trimmed(-45.0%) |
| 10 | A BROADCOM INC | $14.3M | 40.7K | 3.98% | Added(+75.7%) |
| 11 | A ARISTA NETWORKS INC | $14.2M | 69.7K | 3.95% | Added(+15.8%) |
| 12 | A ADVANCED MICRO DEVICES INC | $14.1M | 23.0K | 3.92% | Trimmed(-47.3%) |
| 13 | A ASML HLDG NV | $13.1M | 7.2K | 3.64% | Trimmed(-1.0%) |
| 14 | L ELI LILLY & CO | $12M | 10.4K | 3.35% | Added(+5.6%) |
| 15 | P PALANTIR TECHNOLOGIES INC | $11.7M | 62.8K | 3.27% | — |
| 16 | M META PLATFORMS INC | $11.1M | 15.3K | 3.09% | — |
| 17 | C CHENIERE ENERGY INC | $11.1M | 41.1K | 3.08% | Added(+55.4%) |
| 18 | G GE VERNOVA INC | $9.9M | 10.4K | 2.75% | Trimmed(-0.3%) |
| 19 | A ASE TECHNOLOGY HLDG CO LTD | $9.3M | 209.3K | 2.59% | — |
| 20 | T TWILIO INC | $8.9M | 30.6K | 2.49% | — |
| 21 | L LAM RESEARCH CORP | $8.9M | 27.2K | 2.49% | — |
| 22 | M MARVELL TECHNOLOGY INC | $7.6M | 28.9K | 2.13% | Trimmed(-51.0%) |
| 23 | C CELESTICA INC | $7.1M | 19.6K | 1.98% | Added(+49.6%) |
| 24 | T TOWER SEMICONDUCTOR LTD | $5.9M | 26.1K | 1.65% | Trimmed(-0.8%) |
| 25 | A ARGENX SE | $5.8M | 6.1K | 1.62% | — |
| 26 | C COHERENT CORP | $5.4M | 18.8K | 1.51% | — |
| 27 | A AMAZON COM INC | $5.2M | 21.0K | 1.46% | Added(+306.6%) |
| 28 | W WESTERN DIGITAL CORP | $5.2M | 11.5K | 1.45% | — |
| 29 | T TARGA RES CORP | $5.1M | 18.9K | 1.42% | Trimmed(-1.2%) |
| 30 | R SLB LIMITED | $4.5M | 91.8K | 1.25% | — |
| 31 | A ARGAN INC | $4M | 10.7K | 1.13% | Added(+14.4%) |
| 32 | A APPLE INC | $3.6M | 10.7K | 1.00% | Added(+14.9%) |
| 33 | V VENTURE GLOBAL INC | $2.2M | 177.3K | 0.62% | Trimmed(-0.6%) |
| 34 | G SPDR GOLD TR | $1.3M | 3.3K | 0.35% | — |
| 35 | C CATERPILLAR INC | $936K | 1.2K | 0.26% | — |
| 36 | W WALMART INC | $843K | 8.1K | 0.23% | — |
| 37 | V VANGUARD INDEX FDS | $463K | 660 | 0.13% | — |
| 38 | V VANGUARD INDEX FDS | $457K | 5.1K | 0.13% | — |
| 39 | E ISHARES TR | $401K | 524 | 0.11% | — |
| 40 | M MICROSOFT CORP | $343K | 668 | 0.10% | — |
| 41 | S SITIME CORP | $332K | 509 | 0.09% | — |
| 42 | D DATADOG INC | $320K | 1.2K | 0.09% | — |
| 43 | E EATON CORP PLC | $314K | 730 | 0.09% | Unchanged |
| 44 | S SELECT SECTOR SPDR TR | $313K | 1.6K | 0.09% | Trimmed(-13.8%) |
| 45 | S SOUTHERN CO | $286K | 3.5K | 0.08% | Added(+0.8%) |
| 46 | R REGIONS FINANCIAL CORP NEW | $262K | 9.7K | 0.07% | — |
| 47 | A ASTERA LABS INC | $250K | 702 | 0.07% | — |
| 48 | C COSTCO WHOLESALE CORPORATION | $243K | 266 | 0.07% | Trimmed(-55.3%) |
| 49 | A APPLIED OPTOELECTRONICS INC | $227K | 2.3K | 0.06% | — |
| 50 | V VICOR CORP | $219K | 757 | 0.06% | — |