account_balance

Investment manager · 13F filer · SEC CIK 1792397

Gunderson Capital Management LLC

Reported value$359Mas of Sep 30, 2026
Positions54 26 new, 24 sold out
Top 10 weight45.9%STX alone is 5%
FiledOct 1515 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
STX Seagate Technology Holdings PLC 5.4% Added +68%NVDA NVIDIA Corp 5.3% Added +20%SNDK Sandisk Corp 5.1% Added +170%TSM Taiwan Semiconductor Manufacturing Co Ltd 4.5% HeldGE General Electric Co 4.5% Added +95%GOOGL Alphabet Inc. 4.4% Added +3799%MU Micron Technology Inc 4.4% Trimmed −18%HPE Hewlett Packard Enterprise Co 4.3% NewDELL Dell Technologies Inc. 4.1% Trimmed −45%AVGO Broadcom Inc. 4.0% Added +76%ANET Arista Networks, Inc. 4.0% Added +16%AMD Advanced Micro Devices Inc 3.9% Trimmed −47%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Jul 21, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist