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Gunderson Capital Management LLC

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13F filer, CIK 1792397, MT. PLEASANT, SC

Gunderson Capital Management LLC reported $271,416,148 across 53 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-22. Its ten largest share positions make up 42.73% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001941040-25-000557

Period
2025-09-30
Reported value
$271M
Holdings
53
Top 10 weight
42.73%
New
18
Sold out
12

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GOOGLnew+36,610$8.9M
BABAnew+43,172$7.72M
SHOPnew+46,393$6.89M
GEVnew+10,171$6.25M
GEnew+19,956$6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
HOODreduced-76,866-$11M
GSreduced-10,402-$8.28M
CRWDexited-15,483-$7.89M
TPLexited-6,227-$6.58M
NOWexited-5,722-$5.88M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001941040-25-000557, largest first. % of portfolio is the value over $271,416,148, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 122,402 shares; 2025Q1: 115,855 shares; 2025Q2: 134,830 shares; 2025Q3: 108,381 shares 108,381$20.2M7.45%-26,449Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,946 shares; 2025Q1: 18,952 shares; 2025Q2: 18,625 shares; 2025Q3: 18,591 shares 18,591$13.7M5.03%-34Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,201 shares; 2025Q1: 9,974 shares; 2025Q2: 11,204 shares; 2025Q3: 11,161 shares 11,161$13.4M4.93%-43Timeline
HSBCHSBC HLDGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 179,124 shares; 2025Q2: 168,115 shares; 2025Q3: 161,909 shares 161,909$11.5M4.23%-6,206Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,264 shares; 2025Q1: 44,411 shares; 2025Q2: 26,812 shares; 2025Q3: 29,556 shares 29,556$10.5M3.87%+2,744Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 42,635 shares; 2025Q2: 41,409 shares; 2025Q3: 40,920 shares 40,920$9.8M3.61%-489Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 130,567 shares; 2025Q1: not reported; 2025Q2: 32,058 shares; 2025Q3: 64,741 shares 64,741$9.43M3.48%+32,683Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,011 shares; 2025Q3: 33,394 shares 33,394$9.33M3.44%+1,383Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 156,763 shares; 2025Q1: 139,462 shares; 2025Q2: 69,326 shares; 2025Q3: 50,142 shares 50,142$9.15M3.37%-19,184Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,216 shares; 2025Q3: 92,019 shares 92,019$9.02M3.32%+10,803Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,171 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,610 shares 36,610$8.9M3.28%newTimeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,158 shares; 2025Q1: 7,563 shares; 2025Q2: 12,743 shares; 2025Q3: 12,394 shares 12,394$8.65M3.19%-349Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,770 shares; 2025Q3: 29,581 shares 29,581$8.05M2.96%+16,811Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 21,314 shares; 2025Q2: 20,447 shares; 2025Q3: 10,045 shares 10,045$8M2.95%-10,402Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 80,090 shares; 2025Q2: not reported; 2025Q3: 43,172 shares 43,172$7.72M2.84%newTimeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,427 shares; 2025Q1: not reported; 2025Q2: 35,871 shares; 2025Q3: 37,844 shares 37,844$7.41M2.73%+1,973Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,194 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,393 shares 46,393$6.89M2.54%newTimeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,236 shares; 2025Q1: not reported; 2025Q2: 20,276 shares; 2025Q3: 20,338 shares 20,338$6.69M2.47%+62Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,171 shares 10,171$6.25M2.3%newTimeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,313 shares; 2025Q1: 255 shares; 2025Q2: 2,703 shares; 2025Q3: 8,046 shares 8,046$6.14M2.26%+5,343Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,956 shares 19,956$6M2.21%newTimeline
CCJCAMECO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,752 shares; 2025Q3: 65,175 shares 65,175$5.47M2.01%+47,423Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 113,395 shares; 2025Q2: 113,284 shares; 2025Q3: 36,418 shares 36,418$5.21M1.92%-76,866Timeline
TLNTALEN ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,483 shares; 2025Q3: 10,785 shares 10,785$4.59M1.69%+302Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 64,209 shares; 2025Q2: 62,869 shares; 2025Q3: 60,819 shares 60,819$4.43M1.63%-2,050Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,124 shares; 2025Q3: 4,026 shares 4,026$3.9M1.44%+1,902Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,303 shares 24,303$3.67M1.35%newTimeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,843 shares; 2025Q2: 1,944 shares; 2025Q3: 27,180 shares 27,180$3.59M1.32%+25,236Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,657 shares; 2025Q1: not reported; 2025Q2: 665 shares; 2025Q3: 652 shares 652$3.52M1.3%-13Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,404 shares 8,404$3.48M1.28%newTimeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,472 shares 50,472$3.47M1.28%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,388 shares; 2025Q1: 621 shares; 2025Q2: 6,281 shares; 2025Q3: 6,628 shares 6,628$3.43M1.26%+347Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,410 shares; 2025Q1: not reported; 2025Q2: 9,699 shares; 2025Q3: 14,751 shares 14,751$3.24M1.19%+5,052Timeline
EMEEMCOR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,978 shares; 2025Q3: 4,809 shares 4,809$3.12M1.15%-169Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,059 shares 13,059$3.07M1.13%newTimeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,783 shares 33,783$2.84M1.05%newTimeline
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,698 shares; 2025Q3: 16,726 shares 16,726$2.82M1.04%-6,972Timeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,406 shares 36,406$2.66M0.98%newTimeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 23,913 shares; 2025Q2: 21,870 shares; 2025Q3: 10,679 shares 10,679$2.1M0.77%-11,191Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,726 shares; 2025Q3: 12,729 shares 12,729$2.06M0.76%+2,003Timeline
NTESNETEASE COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,851 shares 12,851$1.95M0.72%newTimeline
BEPBROOKFIELD RENEWABLE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,402 shares; 2025Q3: 56,174 shares 56,174$1.45M0.53%-1,228Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,931 shares; 2025Q1: 8,058 shares; 2025Q2: 4,493 shares; 2025Q3: 5,534 shares 5,534$1.41M0.52%+1,041Timeline
EMBJEMBRAER S.A.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,055 shares 12,055$729K0.27%newTimeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,982 shares 10,982$430K0.16%newTimeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 519 shares; 2025Q1: 522 shares; 2025Q2: 396 shares; 2025Q3: 448 shares 448$415K0.15%+52Timeline
BKLCBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,185 shares 3,185$409K0.15%newTimeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 773 shares; 2025Q1: not reported; 2025Q2: 730 shares; 2025Q3: 730 shares 730$273K0.1%0Timeline
BTUPEABODY ENGR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,804 shares 9,804$260K0.1%newTimeline
BITBBITWISE BITCOIN ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,891 shares; 2025Q1: 8,259 shares; 2025Q2: 3,936 shares; 2025Q3: 4,120 shares 4,120$256K0.09%+184Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 409 shares 409$246K0.09%newTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 328 shares 328$220K0.08%newTimeline
ICCMICECURE MEDICAL LTD CAESAREAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares 20,000$20.3K0.01%0Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CRWDCROWDSTRIKE HLDGS INC15,483$7.89Mshares
TPLTEXAS PACIFIC LAND CORPORATI6,227$6.58Mshares
NOWSERVICENOW INC5,722$5.88Mshares
AVGOBROADCOM INC19,070$5.26Mshares
TWTRADEWEB MKTS INC31,228$4.57Mshares
FLUTFLUTTER ENTMT PLC15,646$4.47Mshares
CLSCELESTICA INC19,965$3.12Mshares
SNOWSNOWFLAKE INC12,602$2.82Mshares
LBLANDBRIDGE COMPANY LLC40,494$2.74Mshares
FTNTFORTINET INC24,307$2.57Mshares
NGDNEW GOLD INC34,318$170Kshares
BCLIBRAINSTORM CELL THERAPEUTICS I25,950$29.1Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001941040-25-000557 base2025-10-22acceptance time not in the bulk data set