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13F-HR filed by Gunderson Capital Management LLC

Gunderson Capital Management LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-22, with 46 holding rows worth $239,174,610.

Accession
0001941040-26-000249
Filed
2026-04-22
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 46 entries on the cover page, a total value of $239,174,610 stated on the cover page (in dollars after the unit check, H1), rows summing to $239,174,610 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
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS35,528$12,006,688dollars as filed
NVIDIA Corp67066G104COM63,612$11,094,015dollars as filed
CAMECO CORP COM13321L108Stock95,660$10,389,633dollars as filed
HALLIBURTON CO COM406216101Stock250,876$9,781,655dollars as filed
Palantir Technologies Inc. Class A69608A108COM65,808$9,626,394dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK7,205$9,517,019dollars as filed
GE Vernova Inc.36828A101COM10,443$9,115,697dollars as filed
Advanced Micro Devices,Inc.007903107COM43,941$8,938,918dollars as filed
SanDisk Corporation80004C200COM13,801$8,768,327dollars as filed
BARRICK MNG CORP06849F108COM SHS204,395$8,337,272dollars as filed
ISHARES INC MSCI STH KOR ETF464286772MSCI STH KOR ETF66,275$8,152,461dollars as filed
DELL TECHNOLOGIES INC CL C24703L202Stock49,088$8,056,813dollars as filed
QUANTA SVCS INC74762E102COM14,513$7,967,927dollars as filed
Applied Materials,Inc.038222105COM23,098$7,894,665dollars as filed
CHENIERE ENERGY INC COM NEW16411R208Stock26,650$7,562,204dollars as filed
General Electric Company369604301COM26,308$7,465,459dollars as filed
ARM HOLDINGS PLC042068205SPONSORED ADS45,029$6,811,987dollars as filed
Broadcom Inc.11135F101COM21,974$6,801,173dollars as filed
Micron Technology,Inc.595112103COM17,187$5,806,456dollars as filed
TECHNIPFMC PLC COMG87110105Stock81,033$5,601,811dollars as filed
VISTRA CORP COM92840M102Stock36,997$5,561,781dollars as filed
ARGAN INC04010E109COM9,326$5,079,406dollars as filed
DIREXION SHARES ETF TRUST25460E216DAILY FINANCIAL97,997$4,972,368dollars as filed
TARGA RES CORP COM87612G101Stock19,372$4,857,142dollars as filed
Analog Devices,Inc.032654105COM14,925$4,748,239dollars as filed
PROSHARES TR74349Y837SHORT QQQ144,169$4,640,800dollars as filed
TOWER SEMICONDUCTOR LTD SHS NEWM87915274Stock26,219$4,600,910dollars as filed
DEVON ENERGY CORP NEW COM25179M103Stock89,457$4,501,476dollars as filed
NEBIUS GROUP N.V.N97284108SHS CLASS A40,428$4,194,809dollars as filed
SEAGATE TECHNOLOGY HLDNGSG7997R103ORD SHS10,525$4,123,274dollars as filed
SOLARIS ENERGY INFRAS INC COM CL A83418M103Stock60,308$3,408,005dollars as filed
COREWEAVE INC COM CL A21873S108COM43,701$3,385,516dollars as filed
MP MATERIALS CORP553368101COM CL A69,126$3,336,021dollars as filed
VENTURE GLOBAL INC92333F101COM CL A180,054$2,837,651dollars as filed
NOVO-NORDISK A S ADR670100205ADR69,211$2,543,504dollars as filed
INVESTMENT MANAGERS SER TR I46144X131TRADR 1X SHORT70,992$2,352,675dollars as filed
Apple Inc037833100COM6,303$1,599,684dollars as filed
Costco Wholesale Corporation22160K105COM562$560,288dollars as filed
Amazon.com, Inc023135106COM2,492$519,009dollars as filed
Southern Company842587107COM4,527$436,928dollars as filed
INVESCO QQQ TR46090E103COM732$422,619dollars as filed
Eaton Corp. PlcG29183103COM737$263,603dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS1,658$220,287dollars as filed
ENERFLEX LTD29269R105COM9,697$202,861dollars as filed
TETRA TECHNOLOGIES INC DEL88162F105COM12,108$103,160dollars as filed
ICECURE MEDICAL LTD CAESAREAM53071136SHS NEW20,000$6,020dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001941040-26-000249this filing2026-04-22acceptance time not in the bulk data set