§ 13F · FUND PROFILE
Gunderson Capital Management Inc..
AUM · $271M (13F)Positions · 53Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$66M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMD | ADVANCED MICRO DEVICES INC | 44K | $25M | 6.8% | −1% |
| 2 | DELL | DELL TECHNOLOGIES INC | 49K | $21M | 5.8% | +1% |
| 3 | MU | MICRON TECHNOLOGY INC | 18K | $21M | 5.6% | +5% |
| 4 | AMAT | APPLIED MATLS INC | 25K | $18M | 4.8% | +6% |
| 5 | MRVL | MARVELL TECHNOLOGY INC | 59K | $18M | 4.8% | NEW |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 36K | $17M | 4.7% | +2% |
| 7 | EWY | ISHARES INC | 79K | $16M | 4.3% | +19% |
| 8 | ASML | ASML HLDG NV | 7K | $15M | 3.9% | +1% |
| 9 | NVDA | NVIDIA CORPORATION | 70K | $14M | 3.8% | +10% |
| 10 | KLAC | KLA CORP | 43K | $13M | 3.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GUNDERSON SIGNAL
AC read
Gunderson Capital Management Inc. is a Other fund managing $271 million in assets. The fund runs a portfolio of 53 positions.
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