Gunderson Capital Management Inc. Top Holdings and 13F Report (2026) About Gunderson Capital Management Inc.Investment ActivityGunderson Capital Management Inc. has $370.31 million in total holdings as of June 30, 2026.Gunderson Capital Management Inc. owns shares of 52 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 21.21% of the portfolio was purchased this quarter.About 20.78% of the portfolio was sold this quarter.This quarter, Gunderson Capital Management Inc. has purchased 46 new stocks and bought additional shares in 22 stocks.Gunderson Capital Management Inc. sold shares of 16 stocks and completely divested from 8 stocks this quarter.Largest Holdings Advanced Micro Devices $25,327,676Dell Technologies $21,314,555Micron Technology $20,756,443Applied Materials $17,764,297Marvell Technology $17,590,107 Largest New Holdings this Quarter 573874104 - Marvell Technology $17,590,107 Holding482480100 - KLA $13,112,317 Holding532457108 - Eli Lilly and Company $11,779,970 Holding040413205 - ARISTA NETWORKS INC $10,222,359 Holding15101Q207 - CELESTICA INC $4,786,906 Holding Largest Purchases this Quarter Marvell Technology 59,049 shares (about $17.59M)KLA 43,460 shares (about $13.11M)Eli Lilly and Company 9,821 shares (about $11.78M)ARISTA NETWORKS INC 60,174 shares (about $10.22M)CELESTICA INC 13,122 shares (about $4.79M) Largest Sales this Quarter SANDISK CORP 9,916 shares (about $22.55M)ARM HOLDINGS PLC 22,001 shares (about $7.80M)Advanced Micro Devices 341 shares (about $198.09K)Southern 1,103 shares (about $105.56K)Halliburton 2,860 shares (about $97.10K) 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 PortfolioSectorAMDAdvanced Micro Devices$25,327,676$198,090 â–¼-0.8%43,6006.8%Computer and TechnologyDELLDell Technologies$21,314,555$135,047 â–²0.6%49,4015.8%Computer and TechnologyMUMicron Technology$20,756,443$917,661 â–²4.6%17,9825.6%Computer and TechnologyAMATApplied Materials$17,764,297$1,064,267 â–²6.4%24,5704.8%Computer and TechnologyMRVLMarvell Technology$17,590,107$17,590,107 â–²New Holding59,0494.8%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$17,268,454$301,347 â–²1.8%36,1594.7%Computer and TechnologyEWYiShares MSCI South Korea ETF$15,864,653$2,483,767 â–²18.6%78,5774.3%ETFASMLASML$14,501,689$167,121 â–²1.2%7,2893.9%Computer and TechnologyNVDANVIDIA$13,941,980$1,213,938 â–²9.5%69,6793.8%Computer and TechnologyKLACKLA$13,112,317$13,112,317 â–²New Holding43,4603.5%Computer and TechnologyGE VERNOVA INC$12,213,850$55,218 â–¼-0.5%10,3963.3%COMSTXSeagate Technology$12,079,870$1,923,245 â–²18.9%12,5183.3%Computer and TechnologyLLYEli Lilly and Company$11,779,970$11,779,970 â–²New Holding9,8213.2%MedicalYNDXYandex$11,552,467$387,467 â–²3.5%41,8313.1%Computer and TechnologyPWRQuanta Services$10,411,058$38,882 â–¼-0.4%14,4592.8%ConstructionARISTA NETWORKS INC$10,222,359$10,222,359 â–²New Holding60,1742.8%COM SHSGEGE Aerospace$9,807,857$24,293 â–¼-0.2%26,2432.6%AerospaceSANDISK CORP$8,833,441$22,546,307 â–¼-71.8%3,8852.4%COMAVGOBroadcom$8,746,046$445,367 â–²5.4%23,1532.4%Computer and TechnologyHALHalliburton$8,420,143$97,097 â–¼-1.1%248,0162.3%EnergyARM HOLDINGS PLC$8,165,038$7,800,895 â–¼-48.9%23,0282.2%SPONSORED ADSAGXArgan$7,468,838$21,561 â–²0.3%9,3532.0%ConstructionTSEMTower Semiconductor$6,847,013$13,293 â–²0.2%26,2701.8%Computer and TechnologyCHENIERE ENERGY INC$6,324,922$44,695 â–¼-0.7%26,4631.7%COM NEWADIAnalog Devices$6,314,612$386,844 â–²6.5%15,8991.7%Computer and TechnologyFTITechnipFMC$5,380,378$7,890 â–²0.1%81,1521.5%EnergyTRGPTarga Resources$5,130,859$63,549 â–¼-1.2%19,1351.4%EnergyCOREWEAVE INC$4,867,506$517,508 â–²11.9%48,9001.3%COM CL ASOLARIS ENERGY INFRAS INC$4,847,558$4,828 â–¼-0.1%60,2481.3%COM CL ACELESTICA INC$4,786,906$4,786,906 â–²New Holding13,1221.3%COMCIENCiena$4,178,590$4,178,590 â–²New Holding8,5181.1%Computer and TechnologyMPMP Materials$3,871,803$56 â–²0.0%69,1271.0%Basic MaterialsDVNDevon Energy$3,674,809$21,569 â–¼-0.6%88,9351.0%EnergyNVONovo Nordisk A/S$3,268,501$49,474 â–¼-1.5%68,1790.9%MedicalBKRBaker Hughes$2,902,317$2,902,317 â–²New Holding52,2940.8%EnergyAAPLApple$2,704,134$880,254 â–²48.3%9,3450.7%Computer and TechnologyVENTURE GLOBAL INC$1,985,403$18,598 â–¼-0.9%178,3830.5%COM CL AAMZNAmazon.com$1,232,933$638,990 â–²107.6%5,1730.3%Retail/WholesaleQQQInvesco QQQ$1,129,407$590,472 â–²109.6%1,5340.3%FinanceCOSTCostco Wholesale$557,013$30,893 â–²5.9%5950.2%Retail/WholesaleGOOGLAlphabet$419,552$419,552 â–²New Holding1,1740.1%Computer and TechnologyTSLATesla$359,613$359,613 â–²New Holding8550.1%Auto/Tires/TrucksXLKTechnology Select Sector SPDR Fund$354,063$38,112 â–²12.1%1,8580.1%ETFSOSouthern$327,690$105,561 â–¼-24.4%3,4240.1%UtilitiesETNEaton$311,068$2,983 â–¼-0.9%7300.1%IndustrialsMYRGMYR Group$286,729$286,729 â–²New Holding5730.1%UtilitiesVTIVanguard Total Stock Market ETF$251,627$251,627 â–²New Holding6800.1%ETFCRDOCredo Technology Group$248,290$248,290 â–²New Holding9130.1%Computer and TechnologyEFXTEnerflex$238,776$1,103 â–²0.5%9,7420.1%EnergyJPMJPMorgan Chase & Co.$220,293$220,293 â–²New Holding6730.1%FinanceTTITetra Technologies$136,855$329 â–¼-0.2%12,0790.0%EnergyICECURE MED LTD$3,034$3,034 â–²New Holding20,0000.0%ORD SHS NEWCCJCameco$0$10,389,633 â–¼-100.0%00.0%Basic MaterialsPALANTIR TECHNOLOGIES INC$0$9,626,394 â–¼-100.0%00.0%CL ABARRICK MNG CORP$0$8,337,272 â–¼-100.0%00.0%COM SHSVSTVistra$0$5,561,781 â–¼-100.0%00.0%UtilitiesDIREXION SHARES ETF TRUST$0$4,972,368 â–¼-100.0%00.0%DAILY FINANCIALPROSHARES TR$0$4,640,800 â–¼-100.0%00.0%SHORT QQQINVESTMENT MANAGERS SER TR I$0$2,352,675 â–¼-100.0%00.0%TRADR 1X SHORTICCMIceCure Medical$0$6,020 â–¼-100.0%00.0%MedicalShowing largest 100 holdings. 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