Gunderson Capital Management LLC
CIK 0001792397 · MT. PLEASANT, SC · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$370.3M
2026 Q2
Positions
52
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
47.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AMD
ADVANCED MICRO DEVICES INC
6.8%
DELL
DELL TECHNOLOGIES INC
5.8%
MU
MICRON TECHNOLOGY INC
5.6%
AMAT
APPLIED MATLS INC
4.8%
MRVL
MARVELL TECHNOLOGY INC
4.8%
TSM
TAIWAN SEMICONDUCTOR MANUFAC
4.7%
EWY
ISHARES INC
4.3%
ASML
ASML HLDG NV
3.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.