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Gunderson Capital Management LLC

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13F filer, CIK 1792397, Mt. Pleasant, SC

Gunderson Capital Management LLC reported $370,305,362 across 52 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-21. Its ten largest share positions make up 47.92% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001941040-26-000436

Period
2026-06-30
Reported value
$370M
Holdings
52
Top 10 weight
47.92%
New
14
Sold out
8

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MRVLnew+59,049$17.6M
KLACnew+43,460$13.1M
LLYnew+9,821$11.8M
ANETnew+60,174$10.2M
CLSnew+13,122$4.79M

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
SNDKreduced-9,916-$22.5M
CCJexited-95,660-$10.4M
PLTRexited-65,808-$9.63M
Bexited-204,395-$8.34M
ARMreduced-22,001-$7.8M

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, Q2 2026

Share positions as resolved from 13F-HR 0001941040-26-000436, largest first. % of portfolio is the value over $370,305,362, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,726 shares; 2025Q3: 12,729 shares; 2025Q4: 41,444 shares; 2026Q1: 43,941 shares; 2026Q2: 43,600 shares 43,600$25.3M6.84%-341Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,088 shares; 2026Q2: 49,401 shares 49,401$21.3M5.76%+313Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,240 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,070 shares; 2026Q1: 17,187 shares; 2026Q2: 17,982 shares 17,982$20.8M5.61%+795Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,098 shares; 2026Q2: 24,570 shares 24,570$17.8M4.8%+1,472Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,783 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 59,049 shares 59,049$17.6M4.75%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,011 shares; 2025Q3: 33,394 shares; 2025Q4: 34,016 shares; 2026Q1: 35,528 shares; 2026Q2: 36,159 shares 36,159$17.3M4.66%+631Timeline
EWYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,275 shares; 2026Q2: 78,577 shares 78,577$15.9M4.28%+12,302Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,124 shares; 2025Q3: 4,026 shares; 2025Q4: 6,909 shares; 2026Q1: 7,205 shares; 2026Q2: 7,289 shares 7,289$14.5M3.92%+84Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,442 shares; 2024Q4: 122,402 shares; 2025Q1: 115,855 shares; 2025Q2: 134,830 shares; 2025Q3: 108,381 shares; 2025Q4: 62,580 shares; 2026Q1: 63,612 shares; 2026Q2: 69,679 shares 69,679$13.9M3.76%+6,067Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43,460 shares 43,460$13.1M3.54%newTimeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,171 shares; 2025Q4: 10,511 shares; 2026Q1: 10,443 shares; 2026Q2: 10,396 shares 10,396$12.2M3.3%-47Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,525 shares; 2026Q2: 12,518 shares 12,518$12.1M3.26%+1,993Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,497 shares; 2024Q4: 12,313 shares; 2025Q1: 255 shares; 2025Q2: 2,703 shares; 2025Q3: 8,046 shares; 2025Q4: 8,749 shares; 2026Q1: not reported; 2026Q2: 9,821 shares 9,821$11.8M3.18%newTimeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,428 shares; 2026Q2: 41,831 shares 41,831$11.6M3.12%+1,403Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,404 shares; 2025Q4: not reported; 2026Q1: 14,513 shares; 2026Q2: 14,459 shares 14,459$10.4M2.81%-54Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 130,567 shares; 2025Q1: not reported; 2025Q2: 32,058 shares; 2025Q3: 64,741 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60,174 shares 60,174$10.2M2.76%newTimeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,956 shares; 2025Q4: 24,609 shares; 2026Q1: 26,308 shares; 2026Q2: 26,243 shares 26,243$9.81M2.65%-65Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,801 shares; 2026Q2: 3,885 shares 3,885$8.83M2.39%-9,916Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,070 shares; 2025Q3: not reported; 2025Q4: 22,186 shares; 2026Q1: 21,974 shares; 2026Q2: 23,153 shares 23,153$8.75M2.36%+1,179Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250,876 shares; 2026Q2: 248,016 shares 248,016$8.42M2.27%-2,860Timeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,029 shares; 2026Q2: 23,028 shares 23,028$8.17M2.2%-22,001Timeline
AGXARGAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,326 shares; 2026Q2: 9,353 shares 9,353$7.47M2.02%+27Timeline
TSEMTOWER SEMICONDUCTOR LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,219 shares; 2026Q2: 26,270 shares 26,270$6.85M1.85%+51Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,059 shares; 2025Q4: not reported; 2026Q1: 26,650 shares; 2026Q2: 26,463 shares 26,463$6.32M1.71%-187Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,750 shares; 2026Q1: 14,925 shares; 2026Q2: 15,899 shares 15,899$6.31M1.71%+974Timeline
FTITECHNIPFMC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81,033 shares; 2026Q2: 81,152 shares 81,152$5.38M1.45%+119Timeline
TRGPTARGA RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,372 shares; 2026Q2: 19,135 shares 19,135$5.13M1.39%-237Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,701 shares; 2026Q2: 48,900 shares 48,900$4.87M1.31%+5,199Timeline
SEISOLARIS ENERGY INFRAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,308 shares; 2026Q2: 60,248 shares 60,248$4.85M1.31%-60Timeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,965 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,122 shares 13,122$4.79M1.29%newTimeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,518 shares 8,518$4.18M1.13%newTimeline
MPMP MATERIALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,708 shares; 2026Q1: 69,126 shares; 2026Q2: 69,127 shares 69,127$3.87M1.05%+1Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,457 shares; 2026Q2: 88,935 shares 88,935$3.67M0.99%-522Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,678 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,211 shares; 2026Q2: 68,179 shares 68,179$3.27M0.88%-1,032Timeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 52,294 shares 52,294$2.9M0.78%newTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,993 shares; 2024Q4: 7,931 shares; 2025Q1: 8,058 shares; 2025Q2: 4,493 shares; 2025Q3: 5,534 shares; 2025Q4: 8,664 shares; 2026Q1: 6,303 shares; 2026Q2: 9,345 shares 9,345$2.7M0.73%+3,042Timeline
VGVENTURE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 180,054 shares; 2026Q2: 178,383 shares 178,383$1.99M0.54%-1,671Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,592 shares; 2024Q4: 46,410 shares; 2025Q1: not reported; 2025Q2: 9,699 shares; 2025Q3: 14,751 shares; 2025Q4: 16,872 shares; 2026Q1: 2,492 shares; 2026Q2: 5,173 shares 5,173$1.23M0.33%+2,681Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 409 shares; 2025Q4: 431 shares; 2026Q1: 732 shares; 2026Q2: 1,534 shares 1,534$1.13M0.3%+802Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 435 shares; 2024Q4: 519 shares; 2025Q1: 522 shares; 2025Q2: 396 shares; 2025Q3: 448 shares; 2025Q4: 460 shares; 2026Q1: 562 shares; 2026Q2: 595 shares 595$557K0.15%+33Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,171 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,610 shares; 2025Q4: 39,400 shares; 2026Q1: not reported; 2026Q2: 1,174 shares 1,174$420K0.11%newTimeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,339 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,240 shares; 2026Q1: not reported; 2026Q2: 855 shares 855$360K0.1%newTimeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,658 shares; 2026Q2: 1,858 shares 1,858$354K0.1%+200Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,527 shares; 2026Q2: 3,424 shares 3,424$328K0.09%-1,103Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 730 shares; 2024Q4: 773 shares; 2025Q1: not reported; 2025Q2: 730 shares; 2025Q3: 730 shares; 2025Q4: 730 shares; 2026Q1: 737 shares; 2026Q2: 730 shares 730$311K0.08%-7Timeline
MYRGMYR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 573 shares 573$287K0.08%newTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 680 shares 680$252K0.07%newTimeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 913 shares 913$248K0.07%newTimeline
EFXTENERFLEX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,697 shares; 2026Q2: 9,742 shares 9,742$239K0.06%+45Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 673 shares 673$220K0.06%newTimeline
TTITETRA TECHNOLOGIES INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,108 shares; 2026Q2: 12,079 shares 12,079$137K0.04%-29Timeline
ICCMICECURE MED LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,000 shares 20,000$3.03K<0.01%newTimeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
CCJCAMECO CORP95,660$10.4Mshares
PLTRPALANTIR TECHNOLOGIES INC65,808$9.63Mshares
BBARRICK MNG CORP204,395$8.34Mshares
VSTVISTRA CORP36,997$5.56Mshares
FAZDIREXION SHARES ETF TRUST97,997$4.97Mshares
PSQPROSHARES TR144,169$4.64Mshares
SARKINVESTMENT MANAGERS SER TR I70,992$2.35Mshares
ICCMICECURE MEDICAL LTD CAESAREA20,000$6.02Kshares

How Q2 2026 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 0001941040-26-000436 base2026-07-21acceptance time not in the bulk data set