Gunderson Capital Management LLC: 13F holdings
CIK 17923972026Q2
| Positions | 52 |
|---|---|
| Reported value | $370.4m |
| Filed | 2026-07-21 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AMD ADVANCED MICRO DEVICES INC | 43,600 | $25.3m | 6.8% |
| DELL DELL TECHNOLOGIES INC | 49,401 | $21.3m | 5.8% |
| MU MICRON TECHNOLOGY INC | 17,982 | $20.8m | 5.6% |
| AMAT APPLIED MATLS INC | 24,570 | $17.8m | 4.8% |
| MRVL MARVELL TECHNOLOGY INC | 59,049 | $17.6m | 4.7% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 36,159 | $17.3m | 4.7% |
| EWY ISHARES INC | 78,577 | $15.9m | 4.3% |
| ASML HLDG NV | 7,289 | $14.5m | 3.9% |
| NVDA NVIDIA CORPORATION | 69,679 | $13.9m | 3.8% |
| KLAC KLA CORP | 43,460 | $13.1m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1792397")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.