Filed: 10/15/2026ACC: 0001792397-26-000001
📋 What this filing means
GUNDERSON CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 54 equity positions with a total reported market value of $358.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
54
Positions
$358.85M
Total AUM (reported)
1.60M
Total Shares
Allocation by class
COM$166.36M46.4%
COM NEW$35.98M10.0%
CL A$31.99M8.9%
SPONSORED ADS$25.55M7.1%
ORD SHS$19.34M5.4%
CAP STK CL A$15.75M4.4%
CL C$14.62M4.1%
Portfolio Concentration
Top 3$56.79M15.8%
4–10$107.97M30.1%
11–25$150.74M42.0%
Rest$43.36M12.1%
Top 3 weight
15.8%
Top 10 weight
45.9%
Voting Authority Distribution
Total shares with voting rights: 1.60M
Sole
Full voting authority
1.60M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole54
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings54
Rows:
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares20.97K
TypeSH
Market value$19.34M
5.39%
Sole
20.97K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares83.89K
TypeSH
Market value$19.16M
5.34%
Sole
83.89K
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares10.51K
TypeSH
Market value$18.28M
5.09%
Sole
10.51K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares35.60K
TypeSH
Market value$16.24M
4.53%
Sole
35.60K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares51.20K
TypeSH
Market value$15.99M
4.46%
Sole
51.20K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares45.78K
TypeSH
Market value$15.75M
4.39%
Sole
45.78K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares14.71K
TypeSH
Market value$15.67M
4.37%
Sole
14.71K
Shared
0.00
None
0.00
HEWLETT PACKARD ENTERPRISE C
SOLEShares241.18K
TypeSH
Market value$15.41M
4.29%
Sole
241.18K
Shared
0.00
None
0.00
DELL TECHNOLOGIES INC
SOLEShares27.18K
TypeSH
Market value$14.62M
4.07%
Sole
27.18K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares40.67K
TypeSH
Market value$14.28M
3.98%
Sole
40.67K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares69.66K
TypeSH
Market value$14.18M
3.95%
Sole
69.66K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares22.97K
TypeSH
Market value$14.05M
3.92%
Sole
22.97K
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares7.22K
TypeSH
Market value$13.08M
3.64%
Sole
7.22K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares10.38K
TypeSH
Market value$12.01M
3.35%
Sole
10.38K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares62.80K
TypeSH
Market value$11.75M
3.27%
Sole
62.80K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares15.29K
TypeSH
Market value$11.09M
3.09%
Sole
15.29K
Shared
0.00
None
0.00
CHENIERE ENERGY INC
SOLEShares41.13K
TypeSH
Market value$11.06M
3.08%
Sole
41.13K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares10.37K
TypeSH
Market value$9.86M
2.75%
Sole
10.37K
Shared
0.00
None
0.00
ASE TECHNOLOGY HLDG CO LTD
SOLEShares209.28K
TypeSH
Market value$9.30M
2.59%
Sole
209.28K
Shared
0.00
None
0.00
TWILIO INC
SOLEShares30.56K
TypeSH
Market value$8.94M
2.49%
Sole
30.56K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares27.16K
TypeSH
Market value$8.92M
2.49%
Sole
27.16K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares28.93K
TypeSH
Market value$7.64M
2.13%
Sole
28.93K
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares19.63K
TypeSH
Market value$7.09M
1.98%
Sole
19.63K
Shared
0.00
None
0.00
TOWER SEMICONDUCTOR LTD
SOLEShares26.06K
TypeSH
Market value$5.93M
1.65%
Sole
26.06K
Shared
0.00
None
0.00
ARGENX SE
SOLEShares6.08K
TypeSH
Market value$5.83M
1.62%
Sole
6.08K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 20.97K | SH | $19.34M 5.39% | 20.97K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 83.89K | SH | $19.16M 5.34% | 83.89K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 10.51K | SH | $18.28M 5.09% | 10.51K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 35.60K | SH | $16.24M 4.53% | 35.60K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 51.20K | SH | $15.99M 4.46% | 51.20K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 45.78K | SH | $15.75M 4.39% | 45.78K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 14.71K | SH | $15.67M 4.37% | 14.71K | 0.00 | 0.00 |
HEWLETT PACKARD ENTERPRISE CSOLE | COM | 241.18K | SH | $15.41M 4.29% | 241.18K | 0.00 | 0.00 |
DELL TECHNOLOGIES INCSOLE | CL C | 27.18K | SH | $14.62M 4.07% | 27.18K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 40.67K | SH | $14.28M 3.98% | 40.67K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 69.66K | SH | $14.18M 3.95% | 69.66K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 22.97K | SH | $14.05M 3.92% | 22.97K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 7.22K | SH | $13.08M 3.64% | 7.22K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 10.38K | SH | $12.01M 3.35% | 10.38K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 62.80K | SH | $11.75M 3.27% | 62.80K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 15.29K | SH | $11.09M 3.09% | 15.29K | 0.00 | 0.00 |
CHENIERE ENERGY INCSOLE | COM NEW | 41.13K | SH | $11.06M 3.08% | 41.13K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 10.37K | SH | $9.86M 2.75% | 10.37K | 0.00 | 0.00 |
ASE TECHNOLOGY HLDG CO LTDSOLE | SPONSORED ADS | 209.28K | SH | $9.30M 2.59% | 209.28K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 30.56K | SH | $8.94M 2.49% | 30.56K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 27.16K | SH | $8.92M 2.49% | 27.16K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 28.93K | SH | $7.64M 2.13% | 28.93K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 19.63K | SH | $7.09M 1.98% | 19.63K | 0.00 | 0.00 |
TOWER SEMICONDUCTOR LTDSOLE | SHS NEW | 26.06K | SH | $5.93M 1.65% | 26.06K | 0.00 | 0.00 |
ARGENX SESOLE | SPONSORED ADR | 6.08K | SH | $5.83M 1.62% | 6.08K | 0.00 | 0.00 |
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