Latest Gunderson Capital Management Inc. Stock Portfolio

Gunderson Capital Management Inc. Performance:

2025 Q4: 4.04%YTD: 29.93%2024: 29.67%

Performance for 2025 Q4 is 4.04%, and YTD is 29.93%, and 2024 is 29.67%.

About Gunderson Capital Management Inc. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Gunderson Capital Management Inc. reported an equity portfolio of $221.9 Millions as of 31 Dec, 2025.

The top stock holdings of Gunderson Capital Management Inc. are GLD, GOOG, NVDA. The fund has invested 5.9% of it's portfolio in SPDR GOLD TR and 5.6% of portfolio in ALPHABET INC.

The fund managers got completely rid off NETFLIX INC (NFLX), HSBC HLDGS PLC and T-MOBILE US INC (TMUS) stocks. They significantly reduced their stock positions in AFFIRM HLDGS INC (AFRM), NVIDIA CORPORATION (NVDA) and META PLATFORMS INC (META). Gunderson Capital Management Inc. opened new stock positions in MICRON TECHNOLOGY INC (MU), BARRICK MNG CORP and WESTERN DIGITAL CORP (WDC). The fund showed a lot of confidence in some stocks as they added substantially to EMBRAER S.A. (ERJ), ADVANCED MICRO DEVICES INC (AMD) and AGNICO EAGLE MINES LTD.

Gunderson Capital Management Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Gunderson Capital Management Inc. made a return of 4.04% in the last quarter. In trailing 12 months, it's portfolio return was 29.93%.

Performance
S&P 500

New Buys

Ticker	$ Bought
micron technology inc	9,438,510
barrick mng corp	8,986,670
western digital corp	7,717,870
broadcom inc	7,678,580
citigroup inc	7,165,350
tesla inc	5,954,290
proshares tr	5,084,020
investment managers ser tr i	4,071,290

New stocks bought by Gunderson Capital Management Inc.

Additions

Ticker	% Inc.
embraer s.a.	402
advanced micro devices inc	225
agnico eagle mines ltd	187
asml holding n v	71.61
ishares tr	59.15
apple inc	56.56
ge aerospace	23.32
amazon com inc	14.38

Additions to existing portfolio by Gunderson Capital Management Inc.

Reductions

Ticker	% Reduced
affirm hldgs inc	-72.52
nvidia corporation	-42.26
meta platforms inc	-37.37
palantir technologies inc	-18.9
brookfield renewable partner	-2.03
cameco corp	-1.83
ishares gold tr	-1.64
vistra corp	-1.61

Gunderson Capital Management Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
hsbc hldgs plc	-11,492,300
uber technologies inc	-9,015,100
arista networks inc	-9,433,410
interactive brokers group in	-3,472,980
shopify inc	-6,894,460
alibaba group hldg ltd	-7,716,130
t-mobile us inc	-9,795,430
robinhood mkts inc	-5,214,330

Gunderson Capital Management Inc. got rid off the above stocks

Sector Distribution

Gunderson Capital Management Inc. has about 36.3% of it's holdings in Others sector.

Sector	%
Others	36.3
Technology	29.2
Communication Services	9.4
Utilities	6.2
Financial Services	5
Consumer Cyclical	4.4
Healthcare	4.2
Industrials	3.5
Basic Materials	1.4

Market Cap. Distribution

Gunderson Capital Management Inc. has about 61.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	36.3
MEGA-CAP	33.8
LARGE-CAP	28.1
SMALL-CAP	1.4

Stocks belong to which Index?

About 54.5% of the stocks held by Gunderson Capital Management Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	54.5
Others	45.5

Top 5 Winners (%)		%
LLY	eli lilly & co	38.6 %
GOOG	alphabet inc	27.5 %
AMD	advanced micro devices inc	19.0 %
IAU	ishares gold tr	11.4 %
GLD	spdr gold tr	10.8 %

Top 5 Winners ($)		$
GOOG	alphabet inc	2.7 M
LLY	eli lilly & co	2.6 M
AMD	advanced micro devices inc	1.4 M
GLD	spdr gold tr	1.3 M
TSM	taiwan semiconductor mfg ltd	0.8 M

Top 5 Losers (%)		%
ICCM	icecure medical ltd caesarea	-39.9 %
VST	vistra corp	-17.5 %
ETN	eaton corp plc	-14.9 %
META	meta platforms inc	-8.2 %
COST	costco whsl corp new	-6.7 %

Top 5 Losers ($)		$
VST	vistra corp	-1.3 M
META	meta platforms inc	-1.1 M
PLTR	palantir technologies inc	-0.2 M
ETN	eaton corp plc	0.0 M
COST	costco whsl corp new	0.0 M

Gunderson Capital Management Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Gunderson Capital Management Inc.

Gunderson Capital Management Inc. has 40 stocks in it's portfolio. About 45.1% of the portfolio is in top 10 stocks. VST proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Gunderson Capital Management Inc. last quarter.

Last Reported on: 15 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.06	8,664	2,355,470	added	56.56

ADI	analog devices inc	0.95	7,750	2,101,800	new

AFRM	affirm hldgs inc	0.34	10,006	744,747	reduced	-72.52

AMD	advanced micro devices inc	4.00	41,444	8,875,650	added	225

AMZN	amazon com inc	1.75	16,872	3,894,400	added	14.38

ANET	arista networks inc	0.00	0.00	0.00	sold off	-100

AVGO	broadcom inc	3.46	22,186	7,678,580	new

BABA	alibaba group hldg ltd	0.00	0.00	0.00	sold off	-100

BKAG	bny mellon etf trust	0.00	0.00	0.00	sold off	-100

BKNG	booking holdings inc	0.00	0.00	0.00	sold off	-100

BTU	peabody energy corp	0.00	0.00	0.00	sold off	-100

BZQ	proshares tr	2.29	310,569	5,084,020	new

C	citigroup inc	3.23	61,405	7,165,350	new

CEG	constellation energy corp	3.54	22,204	7,844,100	added	9.17

CHGX	investment managers ser tr i	1.83	134,588	4,071,290	new

CMG	chipotle mexican grill inc	0.00	0.00	0.00	sold off	-100

COST	costco whsl corp new	0.18	460	396,820	added	2.68

DASH	doordash inc	0.00	0.00	0.00	sold off	-100

EME	emcor group inc	0.00	0.00	0.00	sold off	-100

ERJ	embraer s.a.	1.76	60,528	3,896,190	added	402