13F HOLDINGS REPORT
Gunderson Capital Management Inc.
Quarter ended Q2 2023 · Filed April 12, 2023 · Accession 0001941040-23-000086
Total Value
$134.6M
Positions
43
Other Managers
0
Confidential Omitted
No
Holdings (43)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 54,436 | $9.0M | 6.67% |
| 2 | NVIDIA CORPORATION | NVDA | 31,484 | $8.7M | 6.50% |
| 3 | MICROSOFT CORP | MSFT | 25,016 | $7.2M | 5.36% |
| 4 | ASML HOLDING N V | ASMLF | 10,494 | $7.1M | 5.31% |
| 5 | DISNEY WALT CO | 254687106 | 68,521 | $6.9M | 5.10% |
| 6 | BROADCOM INC | AVGO | 10,166 | $6.5M | 4.84% |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 68,705 | $6.4M | 4.75% |
| 8 | PROGRESSIVE CORP | 743315103 | 44,512 | $6.4M | 4.73% |
| 9 | ADVANCED MICRO DEVICES INC | AMD | 63,514 | $6.2M | 4.62% |
| 10 | NOVO-NORDISK A S | NONOF | 36,659 | $5.8M | 4.33% |
| 11 | SERVICENOW INC | NOW | 12,337 | $5.7M | 4.26% |
| 12 | VALERO ENERGY CORP | VLO | 39,660 | $5.5M | 4.11% |
| 13 | AIRBNB INC | ABNB | 41,983 | $5.2M | 3.88% |
| 14 | BOEING CO | BA-PA | 20,586 | $4.4M | 3.25% |
| 15 | ALPHABET INC | GOOG | 41,004 | $4.3M | 3.16% |
| 16 | PALO ALTO NETWORKS INC | PANW | 20,620 | $4.1M | 3.06% |
| 17 | BOOKING HOLDINGS INC | BKNG | 1,526 | $4.0M | 3.01% |
| 18 | LAM RESEARCH CORP | LRCX | 6,653 | $3.5M | 2.62% |
| 19 | APOLLO GLOBAL MGMT INC | 03769M106 | 38,978 | $2.5M | 1.83% |
| 20 | BAKER HUGHES COMPANY | BKR | 85,147 | $2.5M | 1.83% |
| 21 | NUCOR CORP | NUE | 13,595 | $2.1M | 1.56% |
| 22 | SCHLUMBERGER LTD | SLB | 42,335 | $2.1M | 1.54% |
| 23 | SUNCOR ENERGY INC NEW | SU | 63,648 | $2.0M | 1.47% |
| 24 | HUBSPOT INC | HUBS | 3,715 | $1.6M | 1.18% |
| 25 | JUNIPER NETWORKS INC | 48203R104 | 42,587 | $1.5M | 1.09% |
| 26 | ARISTA NETWORKS INC | ANET | 8,716 | $1.5M | 1.09% |
| 27 | ARCH CAP GROUP LTD | G0450A105 | 21,378 | $1.5M | 1.08% |
| 28 | DECKERS OUTDOOR CORP | DECK | 3,094 | $1.4M | 1.03% |
| 29 | UNITED MICROELECTRONICS CORP | UMC | 156,449 | $1.4M | 1.02% |
| 30 | RESTAURANT BRANDS INTL INC | 76131D103 | 20,148 | $1.4M | 1.00% |
| 31 | FORTINET INC | FTNT | 19,968 | $1.3M | 0.99% |
| 32 | CHENIERE ENERGY INC | LNG | 7,506 | $1.2M | 0.88% |
| 33 | CLEVELAND-CLIFFS INC NEW | CLF | 56,405 | $1.0M | 0.77% |
| 34 | VANGUARD SPECIALIZED FUNDS | 921908844 | 3,680 | $566,757 | 0.42% |
| 35 | WISDOMTREE TR | WT | 7,608 | $470,631 | 0.35% |
| 36 | SELECT SECTOR SPDR TR | 81369Y803 | 2,212 | $334,034 | 0.25% |
| 37 | SPDR GOLD TR | GLD | 1,780 | $326,132 | 0.24% |
| 38 | YAMANA GOLD INC | 98462Y100 | 40,000 | $234,000 | 0.17% |
| 39 | INVESCO QQQ TR | IVZ | 702 | $225,293 | 0.17% |
| 40 | ISHARES TR | 464288794 | 2,371 | $217,278 | 0.16% |
| 41 | GLOBAL X FDS | 37954Y848 | 7,000 | $215,040 | 0.16% |
| 42 | DIREXION SHS ETF TR | 25460E240 | 9,400 | $207,176 | 0.15% |
| 43 | ZEDGE INC | ZDGE | 16,000 | $31,200 | 0.02% |