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Disclosed positions
Gunderson Capital Management LLC: source evidence dated 2026-07-22T03:59:59.999Z.
- Issuer
- ADVANCED MICRO DEVICES INC
- Ticker
- AMD
- Class
- COM
- Reported value
- $25,327,676
- Reported amount
- 43,600
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001941040-26-000436Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
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| ADVANCED MICRO DEVICES INC | AMD | COM | $25,327,676 | 43,600 | SH | None |
| DELL TECHNOLOGIES INC | DELL | CL C | $21,314,555 | 49,401 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $20,756,443 | 17,982 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $17,764,297 | 24,570 | SH | None |
| MARVELL TECHNOLOGY INC | MRVL | COM | $17,590,107 | 59,049 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $17,268,454 | 36,159 | SH | None |
| ISHARES INC | EWY | MSCI STH KOR ETF | $15,864,653 | 78,577 | SH | None |
| ASML HLDG NV | ASML | N Y REGISTRY SHS | $14,501,689 | 7,289 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $13,941,980 | 69,679 | SH | None |
| KLA CORP | KLAC | COM NEW | $13,112,317 | 43,460 | SH | None |
| GE VERNOVA INC | GEV | COM | $12,213,850 | 10,396 | SH | None |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | ORD SHS | $12,079,870 | 12,518 | SH | None |
| ELI LILLY & CO | LLY | COM | $11,779,970 | 9,821 | SH | None |
| NEBIUS GROUP N.V. | NBIS | SHS CLASS A | $11,552,467 | 41,831 | SH | None |
| QUANTA SVCS INC | PWR | COM | $10,411,058 | 14,459 | SH | None |
| ARISTA NETWORKS INC | ANET | COM SHS | $10,222,359 | 60,174 | SH | None |
| GE AEROSPACE | GE | COM NEW | $9,807,857 | 26,243 | SH | None |
| SANDISK CORP | SNDK | COM | $8,833,441 | 3,885 | SH | None |
| BROADCOM INC | AVGO | COM | $8,746,046 | 23,153 | SH | None |
| HALLIBURTON CO | HAL | COM | $8,420,143 | 248,016 | SH | None |
| ARM HOLDINGS PLC | ARM | SPONSORED ADS | $8,165,038 | 23,028 | SH | None |
| ARGAN INC | AGX | COM | $7,468,838 | 9,353 | SH | None |
| TOWER SEMICONDUCTOR LTD | TSEM | SHS NEW | $6,847,013 | 26,270 | SH | None |
| CHENIERE ENERGY INC | LNG | COM NEW | $6,324,922 | 26,463 | SH | None |
| ANALOG DEVICES INC | ADI | COM | $6,314,612 | 15,899 | SH | None |
| TECHNIPFMC PLC | FTI | COM | $5,380,378 | 81,152 | SH | None |
| TARGA RES CORP | TRGP | COM | $5,130,859 | 19,135 | SH | None |
| COREWEAVE INC | CRWV | COM CL A | $4,867,506 | 48,900 | SH | None |
| SOLARIS ENERGY INFRAS INC | SEI | COM CL A | $4,847,558 | 60,248 | SH | None |
| CELESTICA INC | CLS | COM | $4,786,906 | 13,122 | SH | None |
| CIENA CORP | CIEN | COM NEW | $4,178,590 | 8,518 | SH | None |
| MP MATERIALS CORP | MP | COM CL A | $3,871,803 | 69,127 | SH | None |
| DEVON ENERGY CORP NEW | DVN | COM | $3,674,809 | 88,935 | SH | None |
| NOVO-NORDISK A S | NVO | ADR | $3,268,501 | 68,179 | SH | None |
| BAKER HUGHES COMPANY | BKR | CL A | $2,902,317 | 52,294 | SH | None |
| APPLE INC | AAPL | COM | $2,704,134 | 9,345 | SH | None |
| VENTURE GLOBAL INC | VG | COM CL A | $1,985,403 | 178,383 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,232,933 | 5,173 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $1,129,407 | 1,534 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $557,013 | 595 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $419,552 | 1,174 | SH | None |
| TESLA INC | TSLA | COM | $359,613 | 855 | SH | None |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $354,063 | 1,858 | SH | None |
| SOUTHERN CO | SO | COM | $327,690 | 3,424 | SH | None |
| EATON CORP PLC | ETN | SHS | $311,068 | 730 | SH | None |
| MYR GROUP INC | MYRG | COM | $286,729 | 573 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $251,627 | 680 | SH | None |
| CREDO TECHNOLOGY GROUP HOLDI | CRDO | ORDINARY SHARES | $248,290 | 913 | SH | None |
| ENERFLEX LTD | EFXT | COM | $238,776 | 9,742 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $220,293 | 673 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.