Institutional Fund
Gunderson Capital Management LLC
Mt. Pleasant, SCCIK 17923975 filings on record
Portfolio Value
$239.17M
Q1 2026
Holdings
46
Reported positions
New Buys
25
Opened this quarter
QoQ Change
+7.8%
from $221.88M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Taiwan Semiconductor Mfg Ltd5.0%
- Nvidia Corporation4.6%
- Cameco Corp4.3%
- Halliburton Co4.1%
- Palantir Technologies Inc4.0%
- Asml Holding N V4.0%
- Other73.9%
Portfolio Holdings
46 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Mfg Ltd | 35.5K | $12.01M | 5.0% | +1.5K | Added |
| 2 | Nvidia Corporation | 63.6K | $11.09M | 4.6% | +1.0K | Added |
| 3 | Cameco Corp | 95.7K | $10.39M | 4.3% | +31.7K | Added |
| 4 | Halliburton Co | 250.9K | $9.78M | 4.1% | +250.9K | New |
| 5 | Palantir Technologies Inc | 65.8K | $9.63M | 4.0% | +25.1K | Added |
| 6 | Asml Holding N V | 7.2K | $9.52M | 4.0% | +296 | Added |
| 7 | Ge Vernova Inc | 10.4K | $9.12M | 3.8% | −68 | Reduced |
| 8 | Advanced Micro Devices Inc | 43.9K | $8.94M | 3.7% | +2.5K | Added |
| 9 | Sandisk Corp | 13.8K | $8.77M | 3.7% | +13.8K | New |
| 10 | Barrick Mng Corp | 204.4K | $8.34M | 3.5% | −2.0K | Reduced |
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