13F HOLDINGS REPORT
Gunderson Capital Management Inc.
Quarter ended Q2 2025 · Filed July 24, 2025 · Accession 0001941040-25-000353
Total Value
$239.2M
Positions
47
Other Managers
0
Confidential Omitted
No
Holdings (47)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 134,830 | $21.3M | 8.90% |
| 2 | NETFLIX INC | NFLX | 11,204 | $15.0M | 6.27% |
| 3 | GOLDMAN SACHS GROUP INC | GSCE | 20,447 | $14.5M | 6.05% |
| 4 | META PLATFORMS INC | META | 18,625 | $13.7M | 5.75% |
| 5 | ROBINHOOD MKTS INC | 770700102 | 113,284 | $10.6M | 4.43% |
| 6 | HSBC HLDGS PLC | HBCYF | 168,115 | $10.2M | 4.27% |
| 7 | T-MOBILE US INC | TMUSZ | 41,409 | $9.9M | 4.12% |
| 8 | SPOTIFY TECHNOLOGY S A | SPOT | 12,743 | $9.8M | 4.09% |
| 9 | PALANTIR TECHNOLOGIES INC | PLTR | 69,326 | $9.5M | 3.95% |
| 10 | SPDR GOLD TR | GLD | 26,812 | $8.2M | 3.42% |
| 11 | CROWDSTRIKE HLDGS INC | CRWD | 15,483 | $7.9M | 3.30% |
| 12 | UBER TECHNOLOGIES INC | UBER | 81,216 | $7.6M | 3.17% |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 32,011 | $7.3M | 3.03% |
| 14 | VISTRA CORP | VST | 35,871 | $7.0M | 2.91% |
| 15 | TEXAS PACIFIC LAND CORPORATI | TPL | 6,227 | $6.6M | 2.75% |
| 16 | CONSTELLATION ENERGY CORP | CEG | 20,276 | $6.5M | 2.74% |
| 17 | SERVICENOW INC | NOW | 5,722 | $5.9M | 2.46% |
| 18 | BROADCOM INC | AVGO | 19,070 | $5.3M | 2.20% |
| 19 | TRADEWEB MKTS INC | 892672106 | 31,228 | $4.6M | 1.91% |
| 20 | FLUTTER ENTMT PLC | G3643J108 | 15,646 | $4.5M | 1.87% |
| 21 | HOWMET AEROSPACE INC | HWM | 21,870 | $4.1M | 1.70% |
| 22 | ISHARES GOLD TR | IAU | 62,869 | $3.9M | 1.64% |
| 23 | BOOKING HOLDINGS INC | BKNG | 665 | $3.8M | 1.61% |
| 24 | ARISTA NETWORKS INC | ANET | 32,058 | $3.3M | 1.37% |
| 25 | DOORDASH INC | DASH | 12,770 | $3.1M | 1.32% |
| 26 | MICROSOFT CORP | MSFT | 6,281 | $3.1M | 1.31% |
| 27 | CELESTICA INC | CLS | 19,965 | $3.1M | 1.30% |
| 28 | TALEN ENERGY CORP | TLN | 10,483 | $3.0M | 1.27% |
| 29 | SNOWFLAKE INC | SNOW | 12,602 | $2.8M | 1.18% |
| 30 | AGNICO EAGLE MINES LTD | AEM | 23,698 | $2.8M | 1.18% |
| 31 | LANDBRIDGE COMPANY LLC | LB | 40,494 | $2.7M | 1.14% |
| 32 | EMCOR GROUP INC | EME | 4,978 | $2.7M | 1.11% |
| 33 | FORTINET INC | FTNT | 24,307 | $2.6M | 1.07% |
| 34 | AMAZON COM INC | AMZN | 9,699 | $2.1M | 0.89% |
| 35 | ELI LILLY & CO | LLY | 2,703 | $2.1M | 0.88% |
| 36 | ASML HOLDING N V | ASMLF | 2,124 | $1.7M | 0.71% |
| 37 | ADVANCED MICRO DEVICES INC | AMD | 10,726 | $1.5M | 0.64% |
| 38 | BROOKFIELD RENEWABLE PARTNER | G16258108 | 57,402 | $1.5M | 0.61% |
| 39 | CAMECO CORP | CCJ | 17,752 | $1.3M | 0.55% |
| 40 | APPLE INC | AAPL | 4,493 | $921,897 | 0.39% |
| 41 | COSTCO WHSL CORP NEW | 22160K105 | 396 | $391,847 | 0.16% |
| 42 | EATON CORP PLC | ETN | 730 | $260,603 | 0.11% |
| 43 | BITWISE BITCOIN ETF TR | BITB | 3,936 | $230,610 | 0.10% |
| 44 | PDD HOLDINGS INC | PDD | 1,944 | $203,459 | 0.09% |
| 45 | NEW GOLD INC CDA | 644535106 | 34,318 | $169,874 | 0.07% |
| 46 | BRAINSTORM CELL THERAPEUTICS | BCLI | 25,950 | $29,064 | 0.01% |
| 47 | ICECURE MEDICAL LTD CAESAREA | ICCM | 20,000 | $19,910 | 0.01% |