Gunderson Capital Management Inc. — 13F holdings

Gunderson Capital Management Inc. reported 54 holdings worth $359M in its 13F filing for Q3 2026, filed October 15, 2026.

Largest positions

1. STX SEAGATE TECHNOLOGY HLDNGS PL — $19.3M (5.4%)
2. NVDA NVIDIA CORPORATION — $19.2M (5.3%)
3. SNDK SANDISK CORP — $18.3M (5.1%)
4. TSM TAIWAN SEMICONDUCTOR MFG LTD — $16.2M (4.5%)
5. GE GE AEROSPACE — $16.0M (4.5%)
6. GOOGL ALPHABET INC — $15.8M (4.4%)
7. MU MICRON TECHNOLOGY INC — $15.7M (4.4%)
8. HPE HEWLETT PACKARD ENTERPRISE C — $15.4M (4.3%)
9. DELL DELL TECHNOLOGIES INC — $14.6M (4.1%)
10. AVGO BROADCOM INC — $14.3M (4.0%)