13F HOLDINGS REPORT
Gunderson Capital Management Inc.
Quarter ended Q4 2024 · Filed January 13, 2025 · Accession 0001941040-25-000015
Total Value
$203.4M
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 122,402 | $16.4M | 8.08% |
| 2 | ARISTA NETWORKS INC | ANET | 130,567 | $14.4M | 7.10% |
| 3 | META PLATFORMS INC | META | 22,946 | $13.4M | 6.61% |
| 4 | PALANTIR TECHNOLOGIES INC | PLTR | 156,763 | $11.9M | 5.83% |
| 5 | SPOTIFY TECHNOLOGY S A | SPOT | 25,158 | $11.3M | 5.53% |
| 6 | NETFLIX INC | NFLX | 12,201 | $10.9M | 5.35% |
| 7 | AMAZON COM INC | AMZN | 46,410 | $10.2M | 5.01% |
| 8 | ELI LILLY & CO | LLY | 12,313 | $9.5M | 4.67% |
| 9 | MICROSOFT CORP | MSFT | 22,388 | $9.4M | 4.64% |
| 10 | TESLA INC | TSLA | 22,339 | $9.0M | 4.44% |
| 11 | BOOKING HOLDINGS INC | BKNG | 1,657 | $8.2M | 4.05% |
| 12 | CROWDSTRIKE HLDGS INC | CRWD | 22,280 | $7.6M | 3.75% |
| 13 | SERVICENOW INC | NOW | 7,057 | $7.5M | 3.68% |
| 14 | SHOPIFY INC | SHOP | 63,194 | $6.7M | 3.30% |
| 15 | VISTRA CORP | VST | 43,427 | $6.0M | 2.94% |
| 16 | HOULIHAN LOKEY INC | HLI | 29,556 | $5.1M | 2.52% |
| 17 | ASTERA LABS INC | ALAB | 36,813 | $4.9M | 2.40% |
| 18 | SALESFORCE INC | CRM | 11,992 | $4.0M | 1.97% |
| 19 | ALPHABET INC | GOOG | 21,171 | $4.0M | 1.97% |
| 20 | MERCURY GENL CORP NEW | 589400100 | 60,059 | $4.0M | 1.96% |
| 21 | TRAVELERS COMPANIES INC | TRV | 15,846 | $3.8M | 1.88% |
| 22 | GALLAGHER ARTHUR J & CO | 363576109 | 13,179 | $3.7M | 1.84% |
| 23 | DECKERS OUTDOOR CORP | DECK | 15,886 | $3.2M | 1.59% |
| 24 | FAIR ISAAC CORP | FICO | 1,618 | $3.2M | 1.58% |
| 25 | CONSTELLATION ENERGY CORP | CEG | 14,236 | $3.2M | 1.57% |
| 26 | ADOBE INC | ADBE | 6,142 | $2.7M | 1.34% |
| 27 | APPLE INC | AAPL | 7,931 | $2.0M | 0.98% |
| 28 | APOLLO GLOBAL MGMT INC | 03769M106 | 11,590 | $1.9M | 0.94% |
| 29 | TPG INC | TPGXL | 28,883 | $1.8M | 0.89% |
| 30 | SPDR GOLD TR | GLD | 5,264 | $1.3M | 0.63% |
| 31 | COSTCO WHSL CORP NEW | 22160K105 | 519 | $475,215 | 0.23% |
| 32 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 903 | $409,312 | 0.20% |
| 33 | BITWISE BITCOIN ETF TR | BITB | 7,891 | $401,257 | 0.20% |
| 34 | ALPHABET INC | GOOG | 1,569 | $298,818 | 0.15% |
| 35 | EATON CORP PLC | ETN | 773 | $256,536 | 0.13% |
| 36 | APPLIED DIGITAL CORP | APLD | 10,892 | $83,215 | 0.04% |
| 37 | ZEDGE INC | ZDGE | 16,000 | $43,040 | 0.02% |