Gunderson Capital Management Inc.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALPHABET INC(GOOG) | 0 | 36,610 | +36,610 | 0 | 8,899,891 | 3.28% | +8,899,891 |
| ALIBABA GROUP HLDG LTD(BABA) | 0 | 43,172 | +43,172 | 0 | 7,716,132 | 2.84% | +7,716,132 |
| SHOPIFY INC(SHOP) | 0 | 46,393 | +46,393 | 0 | 6,894,464 | 2.54% | +6,894,464 |
| GE VERNOVA INC(GEV) | 0 | 10,171 | +10,171 | 0 | 6,254,148 | 2.30% | +6,254,148 |
| ARISTA NETWORKS INC(ANET) | 32,058 | 64,741 | +32,683 | 3,279,854 | 9,433,411 | 3.48% | +6,153,557 |
| GE AEROSPACE(GE) | 0 | 19,956 | +19,956 | 0 | 6,003,196 | 2.21% | +6,003,196 |
| DOORDASH INC(DASH) | 12,770 | 29,581 | +16,811 | 3,147,933 | 8,045,736 | 2.96% | +4,897,803 |
| CAMECO CORP(CCJ) | 17,752 | 65,175 | +47,423 | 1,317,731 | 5,465,576 | 2.01% | +4,147,845 |
| ELI LILLY & CO(LLY) | 2,703 | 8,046 | +5,343 | 2,107,324 | 6,139,176 | 2.26% | +4,031,852 |
| VERTIV HOLDINGS CO(VRT) | 0 | 24,303 | +24,303 | 0 | 3,666,354 | 1.35% | +3,666,354 |
| QUANTA SVCS INC | 0 | 8,404 | +8,404 | 0 | 3,482,786 | 1.28% | +3,482,786 |
| INTERACTIVE BROKERS GROUP IN(IBKR) | 0 | 50,472 | +50,472 | 0 | 3,472,978 | 1.28% | +3,472,978 |
| PDD HOLDINGS INC(PDD) | 1,944 | 27,180 | +25,236 | 203,459 | 3,592,381 | 1.32% | +3,388,922 |
| CHENIERE ENERGY INC(LNG) | 0 | 13,059 | +13,059 | 0 | 3,068,604 | 1.13% | +3,068,604 |
| MARVELL TECHNOLOGY INC(MRVL) | 0 | 33,783 | +33,783 | 0 | 2,840,137 | 1.05% | +2,840,137 |
| AFFIRM HLDGS INC(AFRM) | 0 | 36,406 | +36,406 | 0 | 2,660,550 | 0.98% | +2,660,550 |
| SPDR GOLD TR(GLD) | 26,812 | 29,556 | +2,744 | 8,173,102 | 10,506,271 | 3.87% | +2,333,169 |
| ASML HOLDING N V | 2,124 | 4,026 | +1,902 | 1,702,418 | 3,897,852 | 1.44% | +2,195,434 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 32,011 | 33,394 | +1,383 | 7,250,171 | 9,326,610 | 3.44% | +2,076,439 |
| NETEASE INC(NTES) | 0 | 12,851 | +12,851 | 0 | 1,953,223 | 0.72% | +1,953,223 |
| TALEN ENERGY CORP(TLN) | 10,483 | 10,785 | +302 | 3,048,142 | 4,587,723 | 1.69% | +1,539,581 |
| UBER TECHNOLOGIES INC(UBER) | 81,216 | 92,019 | +10,803 | 7,577,453 | 9,015,101 | 3.32% | +1,437,648 |
| HSBC HLDGS PLC(HSBC) | 168,115 | 161,909 | -6,206 | 10,219,711 | 11,492,301 | 4.23% | +1,272,590 |
| AMAZON COM INC(AMZN) | 9,699 | 14,751 | +5,052 | 2,127,864 | 3,238,877 | 1.19% | +1,111,013 |
| EMBRAER S.A.(EMBJ) | 0 | 12,055 | +12,055 | 0 | 728,725 | 0.27% | +728,725 |
| ADVANCED MICRO DEVICES INC(AMD) | 10,726 | 12,729 | +2,003 | 1,522,019 | 2,059,425 | 0.76% | +537,406 |
| ISHARES GOLD TR(IAU) | 62,869 | 60,819 | -2,050 | 3,920,511 | 4,425,799 | 1.63% | +505,288 |
| APPLE INC(AAPL) | 4,493 | 5,534 | +1,041 | 921,897 | 1,409,147 | 0.52% | +487,250 |
| VISTRA CORP(VST) | 35,871 | 37,844 | +1,973 | 6,952,230 | 7,414,474 | 2.73% | +462,244 |
| EMCOR GROUP INC(EME) | 4,978 | 4,809 | -169 | 2,662,682 | 3,123,638 | 1.15% | +460,956 |
| CHIPOTLE MEXICAN GRILL INC(CMG) | 0 | 10,982 | +10,982 | 0 | 430,385 | 0.16% | +430,385 |
| BNY MELLON ETF TRUST | 0 | 3,185 | +3,185 | 0 | 408,890 | 0.15% | +408,890 |
| MICROSOFT CORP(MSFT) | 6,281 | 6,628 | +347 | 3,124,163 | 3,432,847 | 1.26% | +308,684 |
| PEABODY ENERGY CORP(BTU) | 0 | 9,804 | +9,804 | 0 | 260,002 | 0.10% | +260,002 |
| INVESCO QQQ TR | 0 | 409 | +409 | 0 | 245,551 | 0.09% | +245,551 |
| ISHARES TR | 0 | 328 | +328 | 0 | 219,530 | 0.08% | +219,530 |
| CONSTELLATION ENERGY CORP(CEG) | 20,276 | 20,338 | +62 | 6,544,356 | 6,692,708 | 2.47% | +148,352 |
| BITWISE BITCOIN ETF TR(BITB) | 3,936 | 4,120 | +184 | 230,610 | 256,346 | 0.09% | +25,736 |
| COSTCO WHSL CORP NEW(COST) | 396 | 448 | +52 | 391,847 | 414,705 | 0.15% | +22,858 |
| EATON CORP PLC(ETN) | 730 | 730 | 0 | 260,603 | 273,203 | 0.10% | +12,600 |
| AGNICO EAGLE MINES LTD(AEM) | 23,698 | 16,726 | -6,972 | 2,818,403 | 2,819,335 | 1.04% | +932 |
| ICECURE MEDICAL LTD CAESAREA | 20,000 | 20,000 | 0 | 19,910 | 20,300 | 0.01% | +390 |
| BROOKFIELD RENEWABLE PARTNER | 57,402 | 56,174 | -1,228 | 1,464,325 | 1,448,727 | 0.53% | -15,598 |
| BRAINSTORM CELL THERAPEUTICS | 25,950 | 0 | -25,950 | 29,064 | 0 | — | -29,064 |
| T-MOBILE US INC(TMUS) | 41,409 | 40,920 | -489 | 9,866,108 | 9,795,430 | 3.61% | -70,678 |
| META PLATFORMS INC(META) | 18,625 | 18,591 | -34 | 13,747,051 | 13,653,002 | 5.03% | -94,049 |
| NEW GOLD INC CDA | 34,318 | 0 | -34,318 | 169,874 | 0 | — | -169,874 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 69,326 | 50,142 | -19,184 | 9,450,520 | 9,146,904 | 3.37% | -303,616 |
| BOOKING HOLDINGS INC(BKNG) | 665 | 652 | -13 | 3,849,899 | 3,520,385 | 1.30% | -329,514 |
| NVIDIA CORPORATION(NVDA) | 134,830 | 108,381 | -26,449 | 21,301,751 | 20,221,810 | 7.45% | -1,079,941 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 12,743 | 12,394 | -349 | 9,778,214 | 8,651,012 | 3.19% | -1,127,202 |
| NETFLIX INC(NFLX) | 11,204 | 11,161 | -43 | 15,003,613 | 13,381,146 | 4.93% | -1,622,467 |
| HOWMET AEROSPACE INC(HWM) | 21,870 | 10,679 | -11,191 | 4,070,663 | 2,095,540 | 0.77% | -1,975,123 |
| FORTINET INC(FTNT) | 24,307 | 0 | -24,307 | 2,569,736 | 0 | — | -2,569,736 |
| LANDBRIDGE COMPANY LLC(LB) | 40,494 | 0 | -40,494 | 2,736,585 | 0 | — | -2,736,585 |
| SNOWFLAKE INC(SNOW) | 12,602 | 0 | -12,602 | 2,819,950 | 0 | — | -2,819,950 |
| CELESTICA INC(CLS) | 19,965 | 0 | -19,965 | 3,116,736 | 0 | — | -3,116,736 |
| FLUTTER ENTMT PLC(FLUT) | 15,646 | 0 | -15,646 | 4,471,001 | 0 | — | -4,471,001 |
| TRADEWEB MKTS INC(TW) | 31,228 | 0 | -31,228 | 4,571,779 | 0 | — | -4,571,779 |
| BROADCOM INC(AVGO) | 19,070 | 0 | -19,070 | 5,256,662 | 0 | — | -5,256,662 |
| ROBINHOOD MKTS INC(HOOD) | 113,284 | 36,418 | -76,866 | 10,606,781 | 5,214,329 | 1.92% | -5,392,452 |
| SERVICENOW INC(NOW) | 5,722 | 0 | -5,722 | 5,882,674 | 0 | — | -5,882,674 |
| GOLDMAN SACHS GROUP INC(GS) | 20,447 | 10,045 | -10,402 | 14,471,364 | 7,999,375 | 2.95% | -6,471,989 |
| TEXAS PACIFIC LAND CORPORATI(TPL) | 6,227 | 0 | -6,227 | 6,578,141 | 0 | — | -6,578,141 |
| CROWDSTRIKE HLDGS INC(CRWD) | 15,483 | 0 | -15,483 | 7,885,647 | 0 | — | -7,885,647 |