Gunderson Capital Management Inc. Top Holdings and 13F Report (2026) About Gunderson Capital Management Inc.Investment ActivityGunderson Capital Management Inc. has $358.85 million in total holdings as of June 30, 2026.Gunderson Capital Management Inc. owns shares of 54 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 44.28% of the portfolio was purchased this quarter.About 45.80% of the portfolio was sold this quarter.This quarter, Gunderson Capital Management Inc. has purchased 52 new stocks and bought additional shares in 14 stocks.Gunderson Capital Management Inc. sold shares of 12 stocks and completely divested from 24 stocks this quarter.Largest Holdings Seagate Technology $19,342,417NVIDIA $19,160,039SANDISK CORP $18,282,764Taiwan Semiconductor Manufacturing $16,241,733GE Aerospace $15,990,242 Largest New Holdings this Quarter 42824C109 - Hewlett Packard Enterprise $15,409,182 Holding69608A108 - PALANTIR TECHNOLOGIES INC $11,746,951 Holding30303M102 - Meta Platforms $11,090,928 Holding00215W100 - ASE Technology $9,304,430 Holding90138F102 - Twilio $8,938,455 Holding Largest Purchases this Quarter Hewlett Packard Enterprise 241,183 shares (about $15.41M)Alphabet 44,602 shares (about $15.35M)PALANTIR TECHNOLOGIES INC 62,801 shares (about $11.75M)SANDISK CORP 6,623 shares (about $11.52M)Meta Platforms 15,294 shares (about $11.09M) Largest Sales this Quarter Advanced Micro Devices 20,627 shares (about $12.62M)Dell Technologies 22,226 shares (about $11.96M)Marvell Technology 30,121 shares (about $7.96M)Micron Technology 3,267 shares (about $3.48M)Costco Wholesale 329 shares (about $300.04K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGunderson Capital Management Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSTXSeagate Technology$19,342,417$7,796,550 ▲67.5%20,9715.4%TechnologyNVDANVIDIA$19,160,039$3,246,667 ▲20.4%83,8955.3%TechnologySANDISK CORP$18,282,764$11,523,291 ▲170.5%10,5085.1%COMTSMTaiwan Semiconductor Manufacturing$16,241,733$253,642 ▼-1.5%35,6034.5%TechnologyGEGE Aerospace$15,990,242$7,794,786 ▲95.1%51,2034.5%IndustrialsGOOGLAlphabet$15,750,684$15,346,732 ▲3,799.1%45,7764.4%Communication ServicesMUMicron Technology$15,673,303$3,479,761 ▼-18.2%14,7154.4%TechnologyHPEHewlett Packard Enterprise$15,409,182$15,409,182 ▲New Holding241,1834.3%TechnologyDELLDell Technologies$14,618,834$11,956,512 ▼-45.0%27,1754.1%TechnologyAVGOBroadcom$14,284,007$6,152,873 ▲75.7%40,6734.0%TechnologyARISTA NETWORKS INC$14,182,377$1,931,471 ▲15.8%69,6614.0%COM SHSAMDAdvanced Micro Devices$14,053,962$12,618,773 ▼-47.3%22,9733.9%TechnologyASMLASML$13,077,236$128,634 ▼-1.0%7,2183.6%TechnologyLLYEli Lilly and Company$12,005,232$641,050 ▲5.6%10,3753.3%HealthcarePALANTIR TECHNOLOGIES INC$11,746,951$11,746,951 ▲New Holding62,8013.3%CL AMETAMeta Platforms$11,090,928$11,090,928 ▲New Holding15,2943.1%Communication ServicesCHENIERE ENERGY INC$11,064,132$3,944,788 ▲55.4%41,1263.1%COM NEWGE VERNOVA INC$9,855,637$25,663 ▼-0.3%10,3692.7%COMASXASE Technology$9,304,430$9,304,430 ▲New Holding209,2762.6%TechnologyTWLOTwilio$8,938,455$8,938,455 ▲New Holding30,5632.5%TechnologyLAM RESEARCH CORP$8,923,974$8,923,974 ▲New Holding27,1652.5%COM NEWMRVLMarvell Technology$7,643,077$7,958,280 ▼-51.0%28,9282.1%TechnologyCELESTICA INC$7,094,871$2,352,186 ▲49.6%19,6302.0%COMTSEMTower Semiconductor$5,926,598$47,988 ▼-0.8%26,0591.7%TechnologyARGXargenex$5,828,255$5,828,255 ▲New Holding6,0781.6%HealthcareCOHRCoherent$5,421,477$5,421,477 ▲New Holding18,8371.5%TechnologyAMZNAmazon.com$5,240,180$3,951,313 ▲306.6%21,0321.5%Consumer DiscretionaryWDCWestern Digital$5,212,202$5,212,202 ▲New Holding11,4691.5%TechnologyTRGPTarga Resources$5,108,869$63,523 ▼-1.2%18,9001.4%EnergySLBSLB$4,472,691$4,472,691 ▲New Holding91,8041.2%EnergyAGXArgan$4,044,821$509,855 ▲14.4%10,7021.1%IndustrialsAAPLApple$3,576,244$464,222 ▲14.9%10,7391.0%TechnologyVENTURE GLOBAL INC$2,241,616$13,146 ▼-0.6%177,3430.6%COM CL AGLDSPDR Gold Shares$1,256,772$1,256,772 ▲New Holding3,3000.4%ETFCATCaterpillar$935,652$935,652 ▲New Holding1,1540.3%IndustrialsWALMART INC$842,687$842,687 ▲New Holding8,1090.2%COMVOOVanguard S&P 500 ETF$462,879$462,879 ▲New Holding6600.1%ETFVUGVanguard Growth ETF$457,218$457,218 ▲New Holding5,0740.1%ETFIVViShares Core S&P 500 ETF$400,996$400,996 ▲New Holding5240.1%ETFMSFTMicrosoft$342,824$342,824 ▲New Holding6680.1%TechnologySITMSiTime$331,883$331,883 ▲New Holding5090.1%TechnologyDDOGDatadog$319,857$319,857 ▲New Holding1,1680.1%TechnologyETNEaton$313,6880.0%7300.1%IndustrialsXLKTechnology Select Sector SPDR Fund$313,434$50,314 ▼-13.8%1,6010.1%ETFSOSouthern$286,223$2,404 ▲0.8%3,4530.1%UtilitiesRFRegions Financial$261,946$261,946 ▲New Holding9,7450.1%FinanceASTERA LABS INC$249,891$249,891 ▲New Holding7020.1%COMCOSTCostco Wholesale$242,583$300,037 ▼-55.3%2660.1%Consumer StaplesAAOIApplied Optoelectronics$226,511$226,511 ▲New Holding2,2820.1%TechnologyVICRVicor$218,728$218,728 ▲New Holding7570.1%IndustrialsZETA GLOBAL HOLDINGS CORP$213,571$213,571 ▲New Holding6,7650.1%CL AAVTAvnet$213,193$213,193 ▲New Holding2,1330.1%TechnologyUSA RARE EARTH INC$146,756$146,756 ▲New Holding10,4230.0%COMICECURE MED LTD$3,0340.0%20,0000.0%ORD SHS NEWAMATApplied Materials$0$17,764,297 ▼-100.0%00.0%TechnologyEWYiShares MSCI South Korea ETF$0$15,864,653 ▼-100.0%00.0%ETFKLACKLA$0$13,112,317 ▼-100.0%00.0%TechnologyYNDXYandex$0$11,552,467 ▼-100.0%00.0%TechnologyPWRQuanta Services$0$10,411,058 ▼-100.0%00.0%IndustrialsHALHalliburton$0$8,420,143 ▼-100.0%00.0%EnergyARM HOLDINGS PLC$0$8,165,038 ▼-100.0%00.0%SPONSORED ADSADIAnalog Devices$0$6,314,612 ▼-100.0%00.0%TechnologyFTITechnipFMC$0$5,380,378 ▼-100.0%00.0%EnergyCOREWEAVE INC$0$4,867,506 ▼-100.0%00.0%COM CL ASOLARIS ENERGY INFRAS INC$0$4,847,558 ▼-100.0%00.0%COM CL ACIENCiena$0$4,178,590 ▼-100.0%00.0%TechnologyMPMP Materials$0$3,871,803 ▼-100.0%00.0%MaterialsDVNDevon Energy$0$3,674,809 ▼-100.0%00.0%EnergyNVONovo Nordisk A/S$0$3,268,501 ▼-100.0%00.0%HealthcareBKRBaker Hughes$0$2,902,317 ▼-100.0%00.0%EnergyQQQInvesco QQQ$0$1,129,407 ▼-100.0%00.0%ETFTSLATesla$0$359,613 ▼-100.0%00.0%Consumer DiscretionaryMYRGMYR Group$0$286,729 ▼-100.0%00.0%IndustrialsVTIVanguard Total Stock Market ETF$0$251,627 ▼-100.0%00.0%ETFCRDOCredo Technology Group$0$248,290 ▼-100.0%00.0%TechnologyEFXTEnerflex$0$238,776 ▼-100.0%00.0%EnergyJPMJPMorgan Chase & Co.$0$220,293 ▼-100.0%00.0%FinanceTTITetra Technologies$0$136,855 ▼-100.0%00.0%EnergyShowing largest 100 holdings. 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