Holdings
Gunderson Capital Management LLC
As of Sep 30, 2026, Gunderson Capital Management LLC reported 49 positions worth US$329M. Largest: Nvidia Corporation, Sandisk Corporation and Taiwan Semiconductor Manufacturing Co., Ltd. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 83,895 | US$19.2M | +14,216 | Sep 30, 2026 |
| Sandisk Corporation | 10,508 | US$18.3M | +6,623 | Sep 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 35,603 | US$16.2M | −556 | Sep 30, 2026 |
| Ge Aerospace | 51,203 | US$16M | +24,960 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 45,776 | US$15.8M | +44,602 | Sep 30, 2026 |
| Micron Technology, Inc. | 14,715 | US$15.7M | −3,267 | Sep 30, 2026 |
| Hewlett Packard Enterprise Company | 241K | US$15.4M | new | Sep 30, 2026 |
| Dell Technologies Inc. | 27,175 | US$14.6M | −22,226 | Sep 30, 2026 |
| Broadcom Inc. | 40,673 | US$14.3M | +17,520 | Sep 30, 2026 |
| Arista Networks, Inc. | 69,661 | US$14.2M | +9,487 | Sep 30, 2026 |