DOSSIER · 13F-HR · Q1 2026

Gunderson Capital Management Inc.

Gunderson's asset manager based in Omaha, NE $239M in tracked AUM across 46 positions as of Q1 2026.

G
Gunderson·Omaha, NE·Asset Manager
CIK 0001792397 · last filed Mar 31, 2026
Total AUM
$239M
9.3%
vs prior
Holdings
46
positions
Whale Score
56
56
tracked
Activity
no data
changes this Q
Top sector
Tech
23% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Gunderson Capital Management Inc. 13F Filing
Portfolio Overview

Gunderson Capital Management Inc. reported a significant expansion in portfolio activity for the quarter ending December 31, 2025. The total portfolio value grew by 20.9%, increasing from $183.46 million to $221.88 million. This growth was driven not merely by market appreciation but by a substantial overhaul of the fund's composition. The manager executed a high-turnover strategy, initiating 24 new p...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$12M36K5.0%
02
NVDA
NVIDIA CORPORATION
$11M64K4.6%
03
CCJ
CAMECO CORP
$10M96K4.3%
04
HAL
HALLIBURTON CO
$10M251K4.1%
05
PLTR
PALANTIR TECHNOLOGIES INC
$10M66K4.0%
06
N07059210
ASML HLDG NV
$10M7K4.0%
07
GEV
GE VERNOVA INC
$9M10K3.8%
08
AMD
ADVANCED MICRO DEVICES INC
$9M44K3.7%
09
SNDK
SANDISK CORP
$9M14K3.7%
10
B
BARRICK MNG CORP
$8M204K3.5%

Filing history

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