Skip to content

13F-HR filed by Gunderson Capital Management LLC

Gunderson Capital Management LLC filed this 13F-HR for the quarter ended 2026-09-30, accepted by EDGAR 2026-10-15 16:24:17 UTC, with 54 holding rows worth $358,847,746.

Accession
0001792397-26-000001
Filed
2026-10-15
Accepted by EDGAR
Ingested
Source
EDGAR live feed

Original filing

13F report for Q3 2026

A holdings report, 54 entries on the cover page, a total value of $358,847,746 stated on the cover page (in dollars after the unit check, H1), rows summing to $358,847,746 with VALUE read as dollars as filed, 13F file number 028-19627. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SEAGATE TECHNOLOGY HLDNGSG7997R103ORD SHS20,971$19,342,417dollars as filed
NVIDIA Corp67066G104COM83,895$19,160,039dollars as filed
SanDisk Corporation80004C200COM10,508$18,282,764dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS35,603$16,241,733dollars as filed
General Electric Company369604301COM51,203$15,990,242dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM45,776$15,750,684dollars as filed
Micron Technology,Inc.595112103COM14,715$15,673,303dollars as filed
HEWLETT PACKARD ENTERPRISE CO COM42824C109Stock241,183$15,409,182dollars as filed
DELL TECHNOLOGIES INC CL C24703L202Stock27,175$14,618,834dollars as filed
Broadcom Inc.11135F101COM40,673$14,284,007dollars as filed
ARISTA NETWORKS INC040413205COM69,661$14,182,377dollars as filed
Advanced Micro Devices,Inc.007903107COM22,973$14,053,962dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK7,218$13,077,236dollars as filed
Eli Lilly and Company532457108COM10,375$12,005,232dollars as filed
Palantir Technologies Inc. Class A69608A108COM62,801$11,746,951dollars as filed
META PLATFORMS INC CL A30303M102COM15,294$11,090,928dollars as filed
CHENIERE ENERGY INC COM NEW16411R208Stock41,126$11,064,132dollars as filed
GE Vernova Inc.36828A101COM10,369$9,855,637dollars as filed
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS00215W100ADR209,276$9,304,430dollars as filed
TWILIO INC CL A90138F102Stock30,563$8,938,455dollars as filed
Lam Research Corporation512807306COM27,165$8,923,974dollars as filed
MARVELL TECHNOLOGY INC573874104COM28,928$7,643,077dollars as filed
CELESTICA INC COM15101Q207Stock19,630$7,094,871dollars as filed
TOWER SEMICONDUCTOR LTD SHS NEWM87915274Stock26,059$5,926,598dollars as filed
ARGENX SE SPONSORED ADR04016X101ADR6,078$5,828,255dollars as filed
COHERENT CORP COM19247G107Stock18,837$5,421,477dollars as filed
Amazon.com, Inc023135106COM21,032$5,240,180dollars as filed
WESTERN DIGITAL CORP958102105COM11,469$5,212,202dollars as filed
TARGA RES CORP COM87612G101Stock18,900$5,108,869dollars as filed
Schlumberger Limited806857108COM91,804$4,472,691dollars as filed
ARGAN INC04010E109COM10,702$4,044,821dollars as filed
Apple Inc037833100COM10,739$3,576,244dollars as filed
VENTURE GLOBAL INC92333F101COM CL A177,343$2,241,616dollars as filed
SPDR GOLD TR78463V107GOLD SHS3,300$1,256,772dollars as filed
Caterpillar Inc.149123101COM1,154$935,652dollars as filed
Walmart Inc.931142103COM8,109$842,687dollars as filed
Vanguard S&P 500 ETF922908363COM660$462,879dollars as filed
Vanguard Growth922908736COM5,074$457,218dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS524$400,996dollars as filed
Microsoft Corp594918104COM668$342,824dollars as filed
SITIME CORP COM82982T106Stock509$331,883dollars as filed
DATADOGINCCLASSA23804L103STOK1,168$319,857dollars as filed
Eaton Corp. PlcG29183103COM730$313,688dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS1,601$313,434dollars as filed
Southern Company842587107COM3,453$286,223dollars as filed
REGIONS FINANCIAL CORP NEW COM7591EP100Stock9,745$261,946dollars as filed
ASTERA LABS INC COM04626A103COM702$249,891dollars as filed
Costco Wholesale Corporation22160K105COM266$242,583dollars as filed
APPLIED OPTOELECTRONICS INC03823U102COM2,282$226,511dollars as filed
VICOR CORP925815102COM757$218,728dollars as filed
ZETA GLOBAL HOLDINGS CORP CL A98956A105Stock6,765$213,571dollars as filed
AVNET INC COM053807103Stock2,133$213,193dollars as filed
USA RARE EARTH INC COM91733P107Stock10,423$146,756dollars as filed
ICECURE MED LTDM53071201ORD SHS NEW20,000$3,034dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001792397-26-000001this filing2026-10-15