Gunderson Capital Management LLC
13F filer · CIK 1792397 · Mt. Pleasant, SC
Summary
Gunderson Capital Management LLC reported $370.31M across 52 positions in its 13F for 2026 Q2, filed Jul 21, 2026. The largest holdings are AMD (6.8%), DELL (5.8%), MU (5.6%). Versus 2026 Q1, leaving options aside, it opened 14 new positions, added to 22, trimmed 16 and sold out of 8.
Reported value$370.31M
Positions52
Report period2026 Q2
FiledJul 21, 2026
New positions14
Added22
Trimmed16
Sold out8
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 6.8%Value $25.33MPrice $607.57Shares 44K -0.78%Since Jun 30 +4.59%
Weight 5.8%Value $21.31MPrice $539.59Shares 49K +0.64%Since Jun 30 +25.06%
Weight 5.6%Value $20.76MPrice $1065Shares 18K +4.63%Since Jun 30 -7.73%
Weight 4.8%Value $17.76MPrice $512.01Shares 25K +6.37%Since Jun 30 -29.18%
Weight 4.8%Value $17.59MPrice $263.27Shares 59KSince Jun 30 -11.62%
Weight 4.7%Value $17.27MPrice $456.94Shares 36K +1.78%Since Jun 30 -4.32%
Weight 4.3%Value $15.86MPrice $187.10Shares 79K +18.56%Since Jun 30 -7.33%
Weight 3.9%Value $14.50MPrice $1834Shares 7,289 +1.17%Since Jun 30 -7.80%
Weight 3.8%Value $13.94MPrice $227.21Shares 70K +9.54%Since Jun 30 +13.55%
Weight 3.5%Value $13.11MPrice $196.53Shares 43KSince Jun 30 -34.86%
Weight 3.3%Value $12.21MPrice $962.49Shares 10K -0.45%Since Jun 30 -18.08%
Weight 3.3%Value $12.08MPrice $913.45Shares 13K +18.94%Since Jun 30 -5.34%
Weight 3.2%Value $11.78MPrice $1185Shares 9,821Since Jun 30 -1.24%
Weight 3.1%Value $11.55MPrice $237.35Shares 42K +3.47%Since Jun 30 -14.05%
Weight 2.8%Value $10.41MPrice $651.79Shares 14K -0.37%Since Jun 30 -9.48%
Weight 2.8%Value $10.22MPrice $202.86Shares 60KSince Jun 30 +19.41%
Weight 2.6%Value $9.81MPrice $317.89Shares 26K -0.25%Since Jun 30 -14.94%
Weight 2.4%Value $8.83MPrice $1730Shares 3,885 -71.85%Since Jun 30 -23.92%
Weight 2.4%Value $8.75MPrice $355.10Shares 23K +5.37%Since Jun 30 -6.00%
Weight 2.3%Value $8.42MPrice $31.54Shares 248K -1.14%Since Jun 30 -7.10%
Weight 2.2%Value $8.17MPrice $293.67Shares 23K -48.86%Since Jun 30 -17.18%
Weight 2.0%Value $7.47MPrice $378.39Shares 9,353 +0.29%Since Jun 30 -52.62%
Weight 1.8%Value $6.85MPrice $234.43Shares 26K +0.19%Since Jun 30 -10.06%
Weight 1.7%Value $6.32MPrice $267.29Shares 26K -0.70%Since Jun 30 +11.83%
Weight 1.7%Value $6.31MPrice $398.22Shares 16K +6.53%Since Jun 30 +0.26%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 6.8% | $25.33M | +4.59% | -0.78% | Trim | |
| 5.8% | $21.31M | +25.06% | +0.64% | Add | |
| 5.6% | $20.76M | -7.73% | +4.63% | Add | |
| 4.8% | $17.76M | -29.18% | +6.37% | Add | |
| 4.8% | $17.59M | -11.62% | — | New | |
| 4.7% | $17.27M | -4.32% | +1.78% | Add | |
| 4.3% | $15.86M | -7.33% | +18.56% | Add | |
| 3.9% | $14.50M | -7.80% | +1.17% | Add | |
| 3.8% | $13.94M | +13.55% | +9.54% | Add | |
| 3.5% | $13.11M | -34.86% | — | New | |
| 3.3% | $12.21M | -18.08% | -0.45% | Trim | |
| 3.3% | $12.08M | -5.34% | +18.94% | Add | |
| 3.2% | $11.78M | -1.24% | — | New | |
| 3.1% | $11.55M | -14.05% | +3.47% | Add | |
| 2.8% | $10.41M | -9.48% | -0.37% | Trim | |
| 2.8% | $10.22M | +19.41% | — | New | |
| 2.6% | $9.81M | -14.94% | -0.25% | Trim | |
| 2.4% | $8.83M | -23.92% | -71.85% | Trim | |
| 2.4% | $8.75M | -6.00% | +5.37% | Add | |
| 2.3% | $8.42M | -7.10% | -1.14% | Trim | |
| 2.2% | $8.17M | -17.18% | -48.86% | Trim | |
| 2.0% | $7.47M | -52.62% | +0.29% | Add | |
| 1.8% | $6.85M | -10.06% | +0.19% | Add | |
| 1.7% | $6.32M | +11.83% | -0.70% | Trim | |
| 1.7% | $6.31M | +0.26% | +6.53% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.