13F-HR filed by Gunderson Capital Management LLC
Gunderson Capital Management LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-21, with 52 holding rows worth $370,305,362.
- Accession
- 0001941040-26-000436
- Filer
- CIK 1792397
- Filed
- 2026-07-21
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 52 entries on the cover page, a total value of $370,305,362 stated on the cover page (in dollars after the unit check, H1), rows summing to $370,305,362 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Advanced Micro Devices,Inc. | 007903107 | COM | 43,600 | $25,327,676 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 49,401 | $21,314,555 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 17,982 | $20,756,443 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 24,570 | $17,764,297 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 59,049 | $17,590,107 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 36,159 | $17,268,454 | dollars as filed | |
| ISHARES INC MSCI STH KOR ETF | 464286772 | MSCI STH KOR ETF | 78,577 | $15,864,653 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 7,289 | $14,501,689 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 69,679 | $13,941,980 | dollars as filed | |
| KLA CORP | 482480100 | COM | 43,460 | $13,112,317 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 10,396 | $12,213,850 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 12,518 | $12,079,870 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 9,821 | $11,779,970 | dollars as filed | |
| NEBIUS GROUP N.V. | N97284108 | SHS CLASS A | 41,831 | $11,552,467 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 14,459 | $10,411,058 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 60,174 | $10,222,359 | dollars as filed | |
| General Electric Company | 369604301 | COM | 26,243 | $9,807,857 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 3,885 | $8,833,441 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 23,153 | $8,746,046 | dollars as filed | |
| HALLIBURTON CO COM | 406216101 | Stock | 248,016 | $8,420,143 | dollars as filed | |
| ARM HOLDINGS PLC | 042068205 | SPONSORED ADS | 23,028 | $8,165,038 | dollars as filed | |
| ARGAN INC | 04010E109 | COM | 9,353 | $7,468,838 | dollars as filed | |
| TOWER SEMICONDUCTOR LTD SHS NEW | M87915274 | Stock | 26,270 | $6,847,013 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 26,463 | $6,324,922 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 15,899 | $6,314,612 | dollars as filed | |
| TECHNIPFMC PLC COM | G87110105 | Stock | 81,152 | $5,380,378 | dollars as filed | |
| TARGA RES CORP COM | 87612G101 | Stock | 19,135 | $5,130,859 | dollars as filed | |
| COREWEAVE INC COM CL A | 21873S108 | COM | 48,900 | $4,867,506 | dollars as filed | |
| SOLARIS ENERGY INFRAS INC COM CL A | 83418M103 | Stock | 60,248 | $4,847,558 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 13,122 | $4,786,906 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 8,518 | $4,178,590 | dollars as filed | |
| MP MATERIALS CORP | 553368101 | COM CL A | 69,127 | $3,871,803 | dollars as filed | |
| DEVON ENERGY CORP NEW COM | 25179M103 | Stock | 88,935 | $3,674,809 | dollars as filed | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 68,179 | $3,268,501 | dollars as filed | |
| BAKER HUGHES COMPANY CL A | 05722G100 | Stock | 52,294 | $2,902,317 | dollars as filed | |
| Apple Inc | 037833100 | COM | 9,345 | $2,704,134 | dollars as filed | |
| VENTURE GLOBAL INC | 92333F101 | COM CL A | 178,383 | $1,985,403 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 5,173 | $1,232,933 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,534 | $1,129,407 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 595 | $557,013 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,174 | $419,552 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 855 | $359,613 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 1,858 | $354,063 | dollars as filed | |
| Southern Company | 842587107 | COM | 3,424 | $327,690 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 730 | $311,068 | dollars as filed | |
| MYR GROUP INC | 55405W104 | COM | 573 | $286,729 | dollars as filed | |
| VTI | 922908769 | COM | 680 | $251,627 | dollars as filed | |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | G25457105 | Stock | 913 | $248,290 | dollars as filed | |
| ENERFLEX LTD | 29269R105 | COM | 9,742 | $238,776 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 673 | $220,293 | dollars as filed | |
| TETRA TECHNOLOGIES INC DEL | 88162F105 | COM | 12,079 | $136,855 | dollars as filed | |
| ICECURE MED LTD | M53071201 | ORD SHS NEW | 20,000 | $3,034 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001941040-26-000436 | this filing | 2026-07-21 | acceptance time not in the bulk data set |