Gunderson Capital Management LLC
Top Portfolio Positions
41 positions ·
$218,834,978 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
35,528 | $12,006,687 | 5.49% | |
| NVDA |
Nvidia Corp
Technology
|
63,612 | $11,093,932 | 5.07% | |
| CCJ |
Cameco Corp
Energy
|
95,660 | $10,389,632 | 4.75% | |
| HAL |
Halliburton Co
Energy
|
250,876 | $9,781,655 | 4.47% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
65,808 | $9,626,394 | 4.40% | |
| ASML |
Asml Holding NV
Technology
|
7,205 | $9,516,580 | 4.35% | |
| GEV |
GE Vernova Inc.
Industrials
|
10,443 | $9,115,694 | 4.17% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
43,941 | $8,938,917 | 4.08% | |
| SNDK |
Sandisk Corp
Technology
|
13,801 | $8,768,327 | 4.01% | |
| B |
Barrick Mining Corp
Basic Materials
|
204,395 | $8,337,272 | 3.81% |
Portfolio Trend
21 quarters · across all stocks
Holdings in BCLI
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 | $29,064 | 25,950 | Shares | Sole | 2025-07-24 | |
| No 13F history on record for this holder in this stock. | ||||||