13F HOLDINGS REPORT
Gunderson Capital Management Inc.
Quarter ended Q3 2024 · Filed October 8, 2024 · Accession 0001941040-24-000426
Total Value
$236.1M
Positions
40
Other Managers
0
Confidential Omitted
No
Holdings (40)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ELI LILLY & CO | LLY | 22,497 | $19.9M | 8.44% |
| 2 | NVIDIA CORPORATION | NVDA | 118,442 | $14.4M | 6.09% |
| 3 | META PLATFORMS INC | META | 22,900 | $13.1M | 5.55% |
| 4 | NOVO-NORDISK A S | NONOF | 107,678 | $12.8M | 5.43% |
| 5 | MICROSOFT CORP | MSFT | 28,988 | $12.5M | 5.28% |
| 6 | ARISTA NETWORKS INC | ANET | 31,891 | $12.2M | 5.18% |
| 7 | PROSHARES TR | 74347B425 | 1,022,576 | $11.1M | 4.70% |
| 8 | GALLAGHER ARTHUR J & CO | 363576109 | 36,969 | $10.4M | 4.41% |
| 9 | AMERICAN EXPRESS CO | AXP | 37,087 | $10.1M | 4.26% |
| 10 | QUALCOMM INC | QCOM | 54,830 | $9.3M | 3.95% |
| 11 | NETFLIX INC | NFLX | 12,526 | $8.9M | 3.76% |
| 12 | UBER TECHNOLOGIES INC | UBER | 114,456 | $8.6M | 3.64% |
| 13 | AMAZON COM INC | AMZN | 45,592 | $8.5M | 3.60% |
| 14 | RESTAURANT BRANDS INTL INC | 76131D103 | 107,695 | $7.8M | 3.29% |
| 15 | BOOKING HOLDINGS INC | BKNG | 1,730 | $7.3M | 3.09% |
| 16 | MICRON TECHNOLOGY INC | MU | 58,240 | $6.0M | 2.56% |
| 17 | OSCAR HEALTH INC | OSCR | 248,491 | $5.3M | 2.23% |
| 18 | VISTRA CORP | VST | 40,401 | $4.8M | 2.03% |
| 19 | ARCH CAP GROUP LTD | G0450A105 | 40,028 | $4.5M | 1.90% |
| 20 | CONSTELLATION ENERGY CORP | CEG | 14,349 | $3.7M | 1.58% |
| 21 | AEROVIRONMENT INC | AVAV | 18,561 | $3.7M | 1.58% |
| 22 | REINSURANCE GRP OF AMERICA I | 759351604 | 16,706 | $3.6M | 1.54% |
| 23 | AGNICO EAGLE MINES LTD | AEM | 44,478 | $3.6M | 1.52% |
| 24 | HEICO CORP NEW | HEI-A | 13,571 | $3.5M | 1.50% |
| 25 | SEA LTD | SE | 37,459 | $3.5M | 1.50% |
| 26 | DECKERS OUTDOOR CORP | DECK | 21,346 | $3.4M | 1.44% |
| 27 | MERCURY GENL CORP NEW | 589400100 | 52,722 | $3.3M | 1.41% |
| 28 | SPX TECHNOLOGIES INC | SPXC | 20,574 | $3.3M | 1.39% |
| 29 | FAIR ISAAC CORP | FICO | 1,663 | $3.2M | 1.37% |
| 30 | SPOTIFY TECHNOLOGY S A | SPOT | 8,278 | $3.1M | 1.29% |
| 31 | NU HLDGS LTD | NU | 194,256 | $2.7M | 1.12% |
| 32 | PALANTIR TECHNOLOGIES INC | PLTR | 59,071 | $2.2M | 0.93% |
| 33 | APPLE INC | AAPL | 6,993 | $1.6M | 0.69% |
| 34 | APOLLO GLOBAL MGMT INC | 03769M106 | 11,775 | $1.5M | 0.62% |
| 35 | SPDR GOLD TR | GLD | 4,838 | $1.2M | 0.50% |
| 36 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,185 | $545,408 | 0.23% |
| 37 | COSTCO WHSL CORP NEW | 22160K105 | 435 | $385,230 | 0.16% |
| 38 | EATON CORP PLC | ETN | 730 | $241,951 | 0.10% |
| 39 | BITWISE BITCOIN ETF TR | BITB | 6,791 | $234,901 | 0.10% |
| 40 | ZEDGE INC | ZDGE | 16,000 | $59,200 | 0.03% |