Gunderson Capital Management Inc. 13F Holdings

CIK 0001792397 · Mt. Pleasant, SC

As of Sep 30, 2025, Gunderson Capital Management Inc. reported 53 positions worth $271.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology108,381$20.2M7.45%
META PLATFORMS INCMETACommunication Services18,591 3.7M5.03%
NETFLIX INCNFLXCommunication Services11,161 3.4M4.93%
HSBC HOLDINGS PLCHSBCFinancial Services161,909 1.5M4.23%
SPDR GOLD TRUSTGQ9—29,556 0.5M3.87%
T-MOBILE US INCTMUSCommunication Services40,920$9.8M3.61%
ARISTA NETWORKS INCANETTechnology64,741$9.4M3.48%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology33,394$9.3M3.44%
PALANTIR TECHNOLOGIES INCPLTRTechnology50,142$9.1M3.37%
UBER TECHNOLOGIES INCUBERTechnology92,019$9.0M3.32%
ALPHABET INCGOOGLEquity36,610$8.9M3.28%
SPOTIFY TECHNOLOGY SASPOTCommunication Services12,394$8.7M3.19%
DOORDASH INCDASHCommunication Services29,581$8.0M2.96%
GOLDMAN SACHS GROUP INCGSFinancial Services10,045$8.0M2.95%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical43,172$7.7M2.84%
VISTRA CORPVSTUtilities37,844$7.4M2.73%
SHOPIFY INCSHOPTechnology46,393$6.9M2.54%
CONSTELLATION ENERGY CORPCEGUtilities20,338$6.7M2.47%
GE VERNOVA INCGEVUtilities10,171$6.3M2.30%
ELI LILLY & COLLYHealthcare8,046$6.1M2.26%
GE AEROSPACEGEIndustrials19,956$6.0M2.21%
CAMECO CORPCCOBasic Materials65,175$5.5M2.01%
ROBINHOOD MARKETS INC - AHOODEquity36,418$5.2M1.92%
TALEN ENERGY CORPTLNUtilities10,785$4.6M1.69%
ISHARES GOLD TRUSTIAU—60,819$4.4M1.63%