Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Gunderson Capital Management Inc. (CIK 1792397) reported $370.3M across 52 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AMD ($25.3M, 6.84%), DELL ($21.3M, 5.76%), MU ($20.8M, 5.61%), AMAT ($17.8M, 4.80%), MRVL ($17.6M, 4.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMD | ADVANCED MICRO DEVICES INC | $25.3M | 6.84% | 43,600 | Trimmed |
| 2 | DELL | DELL TECHNOLOGIES INC | $21.3M | 5.76% | 49,401 | Added |
| 3 | MU | MICRON TECHNOLOGY INC | $20.8M | 5.61% | 17,982 | Added |
| 4 | AMAT | APPLIED MATLS INC | $17.8M | 4.80% | 24,570 | Added |
| 5 | MRVL | MARVELL TECHNOLOGY INC | $17.6M | 4.75% | 59,049 | New |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $17.3M | 4.66% | 36,159 | Added |
| 7 | EWY | ISHARES INC | $15.9M | 4.28% | 78,577 | Added |
| 8 | ASML | ASML HLDG NV | $14.5M | 3.92% | 7,289 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $13.9M | 3.76% | 69,679 | Added |
| 10 | KLAC | KLA CORP | $13.1M | 3.54% | 43,460 | New |
| 11 | GEV | GE VERNOVA INC | $12.2M | 3.30% | 10,396 | Trimmed |
| 12 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $12.1M | 3.26% | 12,518 | Added |
| 13 | LLY | ELI LILLY & CO | $11.8M | 3.18% | 9,821 | New |
| 14 | NBIS | NEBIUS GROUP N.V. | $11.6M | 3.12% | 41,831 | Added |
| 15 | PWR | QUANTA SVCS INC | $10.4M | 2.81% | 14,459 | Trimmed |
| 16 | ANET | ARISTA NETWORKS INC | $10.2M | 2.76% | 60,174 | New |
| 17 | GE | GE AEROSPACE | $9.8M | 2.65% | 26,243 | Trimmed |
| 18 | SNDK | SANDISK CORP | $8.8M | 2.39% | 3,885 | Trimmed |
| 19 | AVGO | BROADCOM INC | $8.7M | 2.36% | 23,153 | Added |
| 20 | HAL | HALLIBURTON CO | $8.4M | 2.27% | 248,016 | Trimmed |
| 21 | ARM | ARM HOLDINGS PLC | $8.2M | 2.20% | 23,028 | Trimmed |
| 22 | AGX | ARGAN INC | $7.5M | 2.02% | 9,353 | Added |
| 23 | TSEM | TOWER SEMICONDUCTOR LTD | $6.8M | 1.85% | 26,270 | Added |
| 24 | LNG | CHENIERE ENERGY INC | $6.3M | 1.71% | 26,463 | Trimmed |
| 25 | ADI | ANALOG DEVICES INC | $6.3M | 1.71% | 15,899 | Added |
Source: SEC Form 13F filings · as of 2026-06-30