13F HOLDINGS REPORT
Gunderson Capital Management Inc.
Quarter ended Q3 2023 · Filed July 10, 2023 · Accession 0001941040-23-000151
Total Value
$151.3M
Positions
42
Other Managers
0
Confidential Omitted
No
Holdings (42)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 29,743 | $12.6M | 8.31% |
| 2 | APPLE INC | AAPL | 52,176 | $10.1M | 6.69% |
| 3 | MICROSOFT CORP | MSFT | 25,729 | $8.8M | 5.79% |
| 4 | BROADCOM INC | AVGO | 9,325 | $8.1M | 5.34% |
| 5 | RESTAURANT BRANDS INTL INC | 76131D103 | 97,771 | $7.6M | 5.01% |
| 6 | ASML HOLDING N V | ASMLF | 10,021 | $7.3M | 4.80% |
| 7 | TESLA INC | TSLA | 26,571 | $7.0M | 4.60% |
| 8 | ADVANCED MICRO DEVICES INC | AMD | 60,433 | $6.9M | 4.55% |
| 9 | SERVICENOW INC | NOW | 11,622 | $6.5M | 4.32% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 62,719 | $6.3M | 4.18% |
| 11 | NOVO-NORDISK A S | NONOF | 34,430 | $5.6M | 3.68% |
| 12 | AIRBNB INC | ABNB | 40,934 | $5.2M | 3.47% |
| 13 | PALO ALTO NETWORKS INC | PANW | 20,326 | $5.2M | 3.43% |
| 14 | RAYTHEON TECHNOLOGIES CORP | RTX | 51,582 | $5.1M | 3.34% |
| 15 | ALPHABET INC | GOOG | 41,015 | $4.9M | 3.24% |
| 16 | AMAZON COM INC | AMZN | 36,407 | $4.7M | 3.14% |
| 17 | BOOKING HOLDINGS INC | BKNG | 1,569 | $4.2M | 2.80% |
| 18 | BOEING CO | BA-PA | 20,038 | $4.2M | 2.80% |
| 19 | LAM RESEARCH CORP | LRCX | 6,288 | $4.0M | 2.67% |
| 20 | VALERO ENERGY CORP | VLO | 34,005 | $4.0M | 2.64% |
| 21 | BAKER HUGHES COMPANY | BKR | 78,749 | $2.5M | 1.64% |
| 22 | ORACLE CORP | ORCL-PD | 20,862 | $2.5M | 1.64% |
| 23 | PULTE GROUP INC | 745867101 | 31,097 | $2.4M | 1.60% |
| 24 | HUBSPOT INC | HUBS | 3,640 | $1.9M | 1.28% |
| 25 | DECKERS OUTDOOR CORP | DECK | 3,309 | $1.7M | 1.15% |
| 26 | ADOBE SYSTEMS INCORPORATED | ADBE | 3,221 | $1.6M | 1.04% |
| 27 | ARCH CAP GROUP LTD | G0450A105 | 20,838 | $1.6M | 1.03% |
| 28 | OSCAR HEALTH INC | OSCR | 190,702 | $1.5M | 1.02% |
| 29 | FORTINET INC | FTNT | 19,583 | $1.5M | 0.98% |
| 30 | ARISTA NETWORKS INC | ANET | 8,548 | $1.4M | 0.92% |
| 31 | UNITED MICROELECTRONICS CORP | UMC | 153,224 | $1.2M | 0.80% |
| 32 | VANGUARD SPECIALIZED FUNDS | 921908844 | 3,680 | $597,742 | 0.39% |
| 33 | WISDOMTREE TR | WT | 7,548 | $480,053 | 0.32% |
| 34 | SPDR GOLD TR | GLD | 2,629 | $468,672 | 0.31% |
| 35 | SELECT SECTOR SPDR TR | 81369Y803 | 2,294 | $398,835 | 0.26% |
| 36 | ABRDN GOLD ETF TRUST | 00326A104 | 15,000 | $275,550 | 0.18% |
| 37 | INVESCO QQQ TR | IVZ | 696 | $257,116 | 0.17% |
| 38 | ISHARES TR | 464288760 | 1,899 | $221,556 | 0.15% |
| 39 | ISHARES TR | 464288794 | 2,353 | $213,535 | 0.14% |
| 40 | SPROTT PHYSICAL SILVER TR | SII | 25,000 | $194,750 | 0.13% |
| 41 | CARROLS RESTAURANT GROUP INC | 14574X104 | 13,244 | $66,750 | 0.04% |
| 42 | ZEDGE INC | ZDGE | 16,000 | $35,840 | 0.02% |