13F HOLDINGS REPORT
Gunderson Capital Management Inc.
Quarter ended Q2 2024 · Filed July 11, 2024 · Accession 0001941040-24-000274
Total Value
$233.0M
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ELI LILLY & CO | LLY | 22,274 | $20.2M | 8.66% |
| 2 | NOVO-NORDISK A S | NONOF | 107,757 | $15.4M | 6.60% |
| 3 | NVIDIA CORPORATION | NVDA | 114,277 | $14.1M | 6.06% |
| 4 | MICROSOFT CORP | MSFT | 28,621 | $12.8M | 5.49% |
| 5 | ASML HOLDING N V | ASMLF | 11,917 | $12.2M | 5.23% |
| 6 | ARISTA NETWORKS INC | ANET | 32,974 | $11.6M | 4.96% |
| 7 | META PLATFORMS INC | META | 22,681 | $11.4M | 4.91% |
| 8 | QUALCOMM INC | QCOM | 55,810 | $11.1M | 4.77% |
| 9 | RESTAURANT BRANDS INTL INC | 76131D103 | 137,376 | $9.7M | 4.15% |
| 10 | AMAZON COM INC | AMZN | 47,090 | $9.1M | 3.91% |
| 11 | NETFLIX INC | NFLX | 12,881 | $8.7M | 3.73% |
| 12 | ARM HOLDINGS PLC | 042068205 | 52,814 | $8.6M | 3.71% |
| 13 | GALLAGHER ARTHUR J & CO | 363576109 | 33,269 | $8.6M | 3.70% |
| 14 | MICRON TECHNOLOGY INC | MU | 62,808 | $8.3M | 3.55% |
| 15 | UBER TECHNOLOGIES INC | UBER | 104,951 | $7.6M | 3.27% |
| 16 | BOOKING HOLDINGS INC | BKNG | 1,784 | $7.1M | 3.03% |
| 17 | AMERICAN EXPRESS CO | AXP | 19,740 | $4.6M | 1.96% |
| 18 | ARCH CAP GROUP LTD | G0450A105 | 40,220 | $4.1M | 1.74% |
| 19 | E L F BEAUTY INC | ELF | 18,807 | $4.0M | 1.70% |
| 20 | OSCAR HEALTH INC | OSCR | 243,362 | $3.8M | 1.65% |
| 21 | REINSURANCE GRP OF AMERICA I | 759351604 | 17,131 | $3.5M | 1.51% |
| 22 | INVESTMENT MANAGERS SER TR I | 46144X628 | 114,626 | $3.5M | 1.50% |
| 23 | AEROVIRONMENT INC | AVAV | 18,811 | $3.4M | 1.47% |
| 24 | DECKERS OUTDOOR CORP | DECK | 3,251 | $3.1M | 1.35% |
| 25 | SUPER MICRO COMPUTER INC | SMCI | 3,679 | $3.0M | 1.29% |
| 26 | MERCURY GENL CORP NEW | 589400100 | 53,744 | $2.9M | 1.23% |
| 27 | VISTRA CORP | VST | 33,149 | $2.9M | 1.22% |
| 28 | CONSTELLATION ENERGY CORP | CEG | 14,068 | $2.8M | 1.21% |
| 29 | SEA LTD | SE | 38,126 | $2.7M | 1.17% |
| 30 | CAMECO CORP | CCJ | 54,442 | $2.7M | 1.15% |
| 31 | HEICO CORP NEW | HEI-A | 11,753 | $2.6M | 1.13% |
| 32 | DOORDASH INC | DASH | 22,651 | $2.5M | 1.06% |
| 33 | HIMS & HERS HEALTH INC | HIMS | 90,918 | $1.8M | 0.79% |
| 34 | SPDR GOLD TR | GLD | 4,813 | $1.0M | 0.44% |
| 35 | APPLE INC | AAPL | 4,662 | $981,947 | 0.42% |
| 36 | COSTCO WHSL CORP NEW | 22160K105 | 296 | $251,966 | 0.11% |
| 37 | EATON CORP PLC | ETN | 730 | $228,892 | 0.10% |
| 38 | DIREXION SHS ETF TR | 25460G328 | 10,000 | $95,700 | 0.04% |
| 39 | ZEDGE INC | ZDGE | 16,000 | $48,800 | 0.02% |