13F HOLDINGS REPORT
Gunderson Capital Management Inc.
Quarter ended Q3 2025 · Filed October 22, 2025 · Accession 0001941040-25-000557
Total Value
$271.4M
Positions
53
Other Managers
0
Confidential Omitted
No
Holdings (53)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 108,381 | $20.2M | 7.45% |
| 2 | META PLATFORMS INC | META | 18,591 | $13.7M | 5.03% |
| 3 | NETFLIX INC | NFLX | 11,161 | $13.4M | 4.93% |
| 4 | HSBC HLDGS PLC | HBCYF | 161,909 | $11.5M | 4.23% |
| 5 | SPDR GOLD TR | GLD | 29,556 | $10.5M | 3.87% |
| 6 | T-MOBILE US INC | TMUSZ | 40,920 | $9.8M | 3.61% |
| 7 | ARISTA NETWORKS INC | ANET | 64,741 | $9.4M | 3.48% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 33,394 | $9.3M | 3.44% |
| 9 | PALANTIR TECHNOLOGIES INC | PLTR | 50,142 | $9.1M | 3.37% |
| 10 | UBER TECHNOLOGIES INC | UBER | 92,019 | $9.0M | 3.32% |
| 11 | ALPHABET INC | GOOG | 36,610 | $8.9M | 3.28% |
| 12 | SPOTIFY TECHNOLOGY S A | SPOT | 12,394 | $8.7M | 3.19% |
| 13 | DOORDASH INC | DASH | 29,581 | $8.0M | 2.96% |
| 14 | GOLDMAN SACHS GROUP INC | GSCE | 10,045 | $8.0M | 2.95% |
| 15 | ALIBABA GROUP HLDG LTD | BBAAY | 43,172 | $7.7M | 2.84% |
| 16 | VISTRA CORP | VST | 37,844 | $7.4M | 2.73% |
| 17 | SHOPIFY INC | SHOP | 46,393 | $6.9M | 2.54% |
| 18 | CONSTELLATION ENERGY CORP | CEG | 20,338 | $6.7M | 2.47% |
| 19 | GE VERNOVA INC | GEV | 10,171 | $6.3M | 2.30% |
| 20 | ELI LILLY & CO | LLY | 8,046 | $6.1M | 2.26% |
| 21 | GE AEROSPACE | 369604301 | 19,956 | $6.0M | 2.21% |
| 22 | CAMECO CORP | CCJ | 65,175 | $5.5M | 2.01% |
| 23 | ROBINHOOD MKTS INC | 770700102 | 36,418 | $5.2M | 1.92% |
| 24 | TALEN ENERGY CORP | TLN | 10,785 | $4.6M | 1.69% |
| 25 | ISHARES GOLD TR | IAU | 60,819 | $4.4M | 1.63% |
| 26 | ASML HOLDING N V | ASMLF | 4,026 | $3.9M | 1.44% |
| 27 | VERTIV HOLDINGS CO | VRT | 24,303 | $3.7M | 1.35% |
| 28 | PDD HOLDINGS INC | PDD | 27,180 | $3.6M | 1.32% |
| 29 | BOOKING HOLDINGS INC | BKNG | 652 | $3.5M | 1.30% |
| 30 | QUANTA SVCS INC | 74762E102 | 8,404 | $3.5M | 1.28% |
| 31 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 50,472 | $3.5M | 1.28% |
| 32 | MICROSOFT CORP | MSFT | 6,628 | $3.4M | 1.26% |
| 33 | AMAZON COM INC | AMZN | 14,751 | $3.2M | 1.19% |
| 34 | EMCOR GROUP INC | EME | 4,809 | $3.1M | 1.15% |
| 35 | CHENIERE ENERGY INC | LNG | 13,059 | $3.1M | 1.13% |
| 36 | MARVELL TECHNOLOGY INC | MRVL | 33,783 | $2.8M | 1.05% |
| 37 | AGNICO EAGLE MINES LTD | AEM | 16,726 | $2.8M | 1.04% |
| 38 | AFFIRM HLDGS INC | AFRM | 36,406 | $2.7M | 0.98% |
| 39 | HOWMET AEROSPACE INC | HWM | 10,679 | $2.1M | 0.77% |
| 40 | ADVANCED MICRO DEVICES INC | AMD | 12,729 | $2.1M | 0.76% |
| 41 | NETEASE INC | NETTF | 12,851 | $2.0M | 0.72% |
| 42 | BROOKFIELD RENEWABLE PARTNER | G16258108 | 56,174 | $1.4M | 0.53% |
| 43 | APPLE INC | AAPL | 5,534 | $1.4M | 0.52% |
| 44 | EMBRAER S.A. | EMBJ | 12,055 | $728,725 | 0.27% |
| 45 | CHIPOTLE MEXICAN GRILL INC | CMG | 10,982 | $430,385 | 0.16% |
| 46 | COSTCO WHSL CORP NEW | 22160K105 | 448 | $414,705 | 0.15% |
| 47 | BNY MELLON ETF TRUST | 09661T107 | 3,185 | $408,890 | 0.15% |
| 48 | EATON CORP PLC | ETN | 730 | $273,203 | 0.10% |
| 49 | PEABODY ENERGY CORP | BTU | 9,804 | $260,002 | 0.10% |
| 50 | BITWISE BITCOIN ETF TR | BITB | 4,120 | $256,346 | 0.09% |
| 51 | INVESCO QQQ TR | IVZ | 409 | $245,551 | 0.09% |
| 52 | ISHARES TR | 464287200 | 328 | $219,530 | 0.08% |
| 53 | ICECURE MEDICAL LTD CAESAREA | ICCM | 20,000 | $20,300 | 0.01% |