13F HOLDINGS REPORT
Gunderson Capital Management Inc.
Quarter ended Q4 2023 · Filed October 10, 2023 · Accession 0001941040-23-000246
Total Value
$147.0M
Positions
49
Other Managers
0
Confidential Omitted
No
Holdings (49)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 20,311 | $8.8M | 6.01% |
| 2 | MICROSOFT CORP | MSFT | 24,702 | $7.8M | 5.31% |
| 3 | ADVANCED MICRO DEVICES INC | AMD | 62,616 | $6.4M | 4.38% |
| 4 | ASML HOLDING N V | ASMLF | 10,911 | $6.4M | 4.37% |
| 5 | RESTAURANT BRANDS INTL INC | 76131D103 | 96,382 | $6.4M | 4.37% |
| 6 | TESLA INC | TSLA | 25,490 | $6.4M | 4.34% |
| 7 | SERVICENOW INC | NOW | 11,167 | $6.2M | 4.25% |
| 8 | VALERO ENERGY CORP | VLO | 43,814 | $6.2M | 4.22% |
| 9 | NOVO-NORDISK A S | NONOF | 67,458 | $6.1M | 4.17% |
| 10 | ELI LILLY & CO | LLY | 11,331 | $6.1M | 4.14% |
| 11 | AIRBNB INC | ABNB | 41,935 | $5.8M | 3.91% |
| 12 | BROADCOM INC | AVGO | 6,760 | $5.6M | 3.82% |
| 13 | ALPHABET INC | GOOG | 40,863 | $5.3M | 3.64% |
| 14 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 59,827 | $5.2M | 3.54% |
| 15 | BOOKING HOLDINGS INC | BKNG | 1,550 | $4.8M | 3.25% |
| 16 | PALO ALTO NETWORKS INC | PANW | 20,124 | $4.7M | 3.21% |
| 17 | AMAZON COM INC | AMZN | 36,317 | $4.6M | 3.14% |
| 18 | META PLATFORMS INC | META | 15,114 | $4.5M | 3.09% |
| 19 | BOEING CO | BA-PA | 19,360 | $3.7M | 2.52% |
| 20 | LAM RESEARCH CORP | LRCX | 4,294 | $2.7M | 1.83% |
| 21 | BAKER HUGHES COMPANY | BKR | 76,097 | $2.7M | 1.83% |
| 22 | VISTRA CORP | VST | 73,725 | $2.4M | 1.66% |
| 23 | HALLIBURTON CO | HAL | 56,140 | $2.3M | 1.55% |
| 24 | PULTE GROUP INC | 745867101 | 29,931 | $2.2M | 1.51% |
| 25 | CONSTELLATION ENERGY CORP | CEG | 20,204 | $2.2M | 1.50% |
| 26 | ORACLE CORP | ORCL-PD | 19,998 | $2.1M | 1.44% |
| 27 | ARCH CAP GROUP LTD | G0450A105 | 22,504 | $1.8M | 1.22% |
| 28 | EOG RES INC | EOG | 14,072 | $1.8M | 1.21% |
| 29 | DECKERS OUTDOOR CORP | DECK | 3,348 | $1.7M | 1.17% |
| 30 | ADOBE INC | ADBE | 3,222 | $1.6M | 1.12% |
| 31 | VERTIV HOLDINGS CO | VRT | 44,076 | $1.6M | 1.12% |
| 32 | ARISTA NETWORKS INC | ANET | 8,166 | $1.5M | 1.02% |
| 33 | CROWDSTRIKE HLDGS INC | CRWD | 7,785 | $1.3M | 0.89% |
| 34 | HUBSPOT INC | HUBS | 2,463 | $1.2M | 0.83% |
| 35 | E L F BEAUTY INC | ELF | 10,396 | $1.1M | 0.78% |
| 36 | FORTINET INC | FTNT | 18,646 | $1.1M | 0.74% |
| 37 | OSCAR HEALTH INC | OSCR | 181,476 | $1.0M | 0.69% |
| 38 | APPLE INC | AAPL | 3,467 | $593,592 | 0.40% |
| 39 | WISDOMTREE TR | WT | 7,518 | $462,282 | 0.31% |
| 40 | SPDR GOLD TR | GLD | 2,560 | $438,912 | 0.30% |
| 41 | SELECT SECTOR SPDR TR | 81369Y506 | 4,700 | $424,833 | 0.29% |
| 42 | SELECT SECTOR SPDR TR | 81369Y803 | 2,187 | $358,515 | 0.24% |
| 43 | VANGUARD SPECIALIZED FUNDS | 921908844 | 2,000 | $310,760 | 0.21% |
| 44 | INVESCO QQQ TR | IVZ | 694 | $248,639 | 0.17% |
| 45 | ISHARES TR | 464288794 | 2,309 | $210,188 | 0.14% |
| 46 | SPROTT PHYSICAL SILVER TR | SII | 12,501 | $94,758 | 0.06% |
| 47 | CARROLS RESTAURANT GROUP INC | 14574X104 | 12,004 | $79,106 | 0.05% |
| 48 | ZEDGE INC | ZDGE | 16,000 | $35,040 | 0.02% |
| 49 | GOLD ROYALTY CORP | GROY-WT | 18,089 | $23,154 | 0.02% |